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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