“I have worked with Woodbury for the last 2.5 years since getting a referral from a highly trusted source. I would 100% recommend Woodbury to anyone that is looking for more than just an HR Block like tax experience. In my case (CA-based), I was able to switch from our prior tax advisors who only executed the tax returns, charged for any additional phone calls, and whose fees rose every year even though they should have been getting increasingly efficient with the return. For the same price as our prior advisors, we were to get our returns completed, able to save many, many thousands of dollars each year, and finally had a financial advisor in our corner.

Specifically, I talk to my Woodbury advisor ~5-6 times per year and often run through specific opportunities I’m considering to understand tax implications and develop a more comprehensive strategy, which has led to far better outcomes. That level of service and financial sophistication has been a true benefit for our financial situation. I would even more emphatically recommend Woodbury for anyone that has more than basic W-2 income (1099, real estate, etc). I’m very grateful for the Woodbury team!”

Gary Coover