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Who We Are
At Woods Financial Services, we are a team of dedicated and experienced tax and business professionals committed to providing exceptional services to individuals, businesses, and families in the San Diego area. As a reputable and well-established firm, we take pride in our expertise and attention to detail, ensuring that our clients receive the best possible results. Our team of licensed professionals, including Enrolled Agents, Certified Public Accountants, and other certified experts, work together to deliver comprehensive solutions for our clients' tax, financial planning, and business needs.
Practice Areas
Our areas of practice are designed to address the diverse needs of our clients, covering a wide range of services, including tax consulting, accounting, and advisory services. Our areas of specialty include:
- Tax Return Preparation and Filing: Our experts will help you navigate the complex tax laws and regulations, ensuring that your tax returns are accurately prepared and filed on time.
- Tax Controversy: We represent clients in various tax controversies, including IRS Notice of Deficiencies, adverse determinations for CDP hearings, innocent spouse requests, and others.
- Advisory Services: Our team provides business advisory services, tax advisory management services, and general business advice to help clients achieve their financial goals.
- Retirement and Estate Planning: We advise clients on retirement savings, retirement plans, plan administration, RMD calculations, plan selection, and estate tax minimization.
- Entity Selection: Our experts will help clients determine the most appropriate business entity structure for their situation, taking into account various laws and regulations.
Certified Acceptance Agent Services
We are proud to be part of the IRS's Certified Acceptance Agent Program, which allows us to expedite the processing of Individual Taxpayer Identification Numbers for newcomers to the United States without requiring physical submission of identification documents to the IRS.
Mission
Our mission is to provide exceptional service, expertise, and professionalism to our clients, ensuring that they achieve their financial goals while minimizing tax liabilities. We strive to build long-term relationships with our clients, providing personalized guidance and support to help them navigate the complexities of the tax and business world.
About Our Founder
Mr. Woods is the founder and owner of Woods Financial Services. With nearly twenty-five years of experience in taxation and financial planning, Mr. Woods has a Master's Degree in Taxation from Northeastern University and is recognized as an Enrolled Agent (EA) by the Internal Revenue Service. He is also a Fellow of the National Tax Practice Institute (NTPI) and a Certified Tax Resolution Specialist by the American Society of Tax Problem Solvers. Additionally, Mr. Woods holds the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College.
What You Can Expect
When working with us, you can expect:
- Personalized attention and tailored solutions to address your unique needs
- Expertise and professionalism from licensed and certified professionals
- Ongoing communication and guidance throughout the process
- Access to a wide range of services, including tax return preparation, advisory services, and business planning
Contact Us
If you're looking for a trusted partner to guide you through the complex world of taxes and business, we invite you to reach out to us. Whether you're an individual, a small business owner, or a family, our team is committed to providing exceptional service and expertise.
