Woodbury Strategy

Tax Expert Focused On Helping You Optimize Business Profits and Cashflow

Click the button below to learn about how we can help you diagnose your areas of tax strategy opportunity and crush your goals this year! 

Decrease Your Tax Liability By 40%

Click the button below to schedule a meeting with me to find out how.

Full-Service Accounting & Tax Practice

If you are looking for a blend of personal service and expertise, you have come to the right place!  Now, we are not your typical CPA Firm. We specialize in Tax Strategy and Planning for businesses. 

We have found that our experience and focus has allowed us to fully understand your business in its entirety and therefore providing you with the best knowledge available to help you grow your business and reduce your tax liabilities. 

Tax Preparation & Tax Planning

Tax planning is the key to successfully and legally reducing your tax liability.

We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Tax Preparation

According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

  • Business Tax Return Preparation 
  • Individual Tax Return Preparation
  • Direct Access to Tax Experts
  • Reduce IRS Hold Times to Minutes

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

  • Core Strategy Implementation
  • Quarterly Core Tax Planning & Implementation
  • Quarterly Tax Analysis 
  • Tax Advantage Wealth Management Review

How We Can help

We take care of your business for you, so you can get back to the job of running your business.

Tax Strategy Diagnosis

How long have you been in business? If its longer than 1 year, I can tell that your business is probably overpaying by 30-50% in taxes. Let’s walk through how to diagnosis this together on a free strategy session call. 

Selling A Business or Other Asset

Are you thinking about selling your business or other highly appreciated assets? Do you know you could potentially lose half of that to the government? Don’t settle! Let’s talk about how you can defer or eliminate your tax bill.

Woodbury Blog

Here are some common examples of clients we recently worked with.

What People Say About Us

Our clients say it best.

View All Testimonials

“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

“I have used Woodbury Accounting for the past few years and Tiffany and team have been amazing. Quick to respond to questions I ask, always helpful and prompt in getting tasks done, etc. I really appreciate their proactive quarterly planning sessions. They have been a huge help and a great addition to our team. I was clear in what I needed from my new accounting team when I moved over to them and they met their commitments and more. Would definitely recommend! They are more pricey than your CPA around the corner but you get what you pay for. This is a great team and they more than paid for their services and support!”

Rusty Pollard

“Woodbury has been absolutely fantastic to work with. They have made me feel like I am a high priority and their knowledge of the tax code and the tax strategies that can be applied is second to none. I know I am in great hands with Woodbury and will never have to worry about anything tax related as a business owner.”

Tom Ellis

“Woodbury Finance and Accounting has been phenomenal! After multiple years of getting subpar attention and service from previous accountants for my business, I finally found Erik and his team and I am so glad that I did. [The Woodbury] team really focuses on tax strategy and has helped set my business up for success. I really feel like I have a financial and tax partner and not simply someone who just files taxes for me. I have recommended these guys to numerous other people who have been equally happy and will continue to do so. 5 Stars!!!”

Cody Ford

“I have worked with Woodbury for the last 2 years. They have helped me save thousands of dollars through the strategic tax planning they assist me with. They are always quick to return my calls and are fair with their pricing. Each person I have worked with there has been fantastic and they have always been willing to answer any question related to taxes and tax strategies. I enjoy my partnership and encourage others to consider their services.”

Greg Lovato

“Woodbury has been an amazing addition to my team. Honestly – they saved me a ton of hassle and money on my taxes. Their knowledge and experience of working with small and medium businesses has been incredibly valuable. Great team, great work!”

Rob Trube

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Decrease Your Tax Liability By 40%

Click the button below to schedule a meeting with me to find out how.