Tax Planning
Our team of CPAs, Accountants, and QuickBooks® ProAdvisors work with businesses and non-profits through all phases of the business cycle. Below are just some of the services offered by this team of experts.
Business Tax & Accounting Services
- Bookkeeping
- Business Start-Up
- Business Transition Strategies
- Corporate Tax Preparation & Filing
- Financial Statement Compilation & Reviews
- IRS & State Audit Representation
- On-Site Accounting Services
- Payroll & Benefits Administration
- Payroll Tax
- Sales & Use Tax
- Software Assistance
- QuickBooks®
- Sage Software®
Woodbury Financial Services, Inc. does not provide tax or legal advice.
Individual Tax & Accounting Services
- Estate Tax Planning
- Family Tax Planning
- Gift Tax / Transfer of Wealth
- Income Tax Preparation & Filing
- Reviewing Tax Law Changes