Helping You Build Better Lives, More Powerful Possibilities
At Woodard & Associates, Inc., we are dedicated to providing high-quality, personalized financial guidance to individuals and businesses in the Washington D.C. metro area and beyond. Our team of experienced professionals offers a wide range of services, from basic tax management and accounting services to more in-depth services such as financial statement preparation and financial planning.
Our Mission
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. We achieve this by combining our expertise and experience with open communication to understand our clients' needs, and by providing sound analysis and advice.
Our Services
Woodard & Associates, Inc. provides a wide range of services to individuals and businesses in a variety of industries. Our services include:
- Tax management and preparation
- Accounting and bookkeeping
- Financial statement preparation
- Financial planning
- Business consulting
- Estate and trust planning
- Retirement planning
- And more
Our Team
Our team is led by Sheila A. Woodard, MBA, CPA, who has over 20 years of experience in tax preparation and planning, and business financial management. Our team also includes Joan Davion, who has 20 years of experience in accounting services and management, and Min-Hsiang Wei, who provides support to businesses and organizations by preparing their financial statements. We also have strategic affiliations with professionals such as Burton J. Haynes, MBA, JD, CPA, a tax attorney who specializes in civil and criminal tax disputes.
Our Values
At Woodard & Associates, Inc., we are committed to providing the highest level of service to our clients. We believe in building long-term relationships with our clients, and we strive to deliver personalized attention and expert advice to help our clients achieve their financial goals.
Our History
Woodard & Associates, Inc. has been a staple of the business community for years, and we pride ourselves on the level of esteem we have earned. We believe this to be a direct result of our talent, responsiveness, and dedication to hard work.
Exceptional Service and Professionalism
Reviews of Woodard and Associates unanimously praise the exceptional service and professionalism of the company's staff. Clients appreciate the personalized attention and guidance provided by the team, which goes beyond just tax preparation to offer valuable insights and planning for their businesses.
Personalized Attention and Guidance
Reviewers specifically highlight the expertise and knowledge of the staff, particularly Sheila Woodward, who has been instrumental in helping clients navigate complex tax changes and develop strategies to increase revenue and reduce expenses. The company's ability to provide a 5-year plan for clients' practices is seen as a significant value-add.
Timely, Accurate, and Secure
Clients are highly satisfied with the timely, accurate, and secure service provided by Woodard and Associates. The company's attention to detail and professionalism instill confidence in clients, making them feel secure in having their taxes handled by the company.
Virtual Handling and Convenience
Some reviewers appreciate the convenience of virtual handling of taxes, which eliminates the need for in-person interactions. The company's ability to handle complex tax situations, including international work and multiple state filings, has earned them a loyal client base.
