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.
Business owner/real estate investor- perfect combination
W2 employee/real estate investor
My business exploded, but now I’m afraid of the tax impact
Wrong entity structure
Sold a business…now what?
“We were strapped! We were paying all of these taxes and then when we got extra money we felt like we couldn’t do anything with it because we were afraid our taxes would go up even more. So we had to save that money for taxes. Now that we are working with Woodbury Strategy we don’t have to do that and it’s very liberating.”
Courtney & Annemarie Allen
“I have been in business for over 20 years and worked with a lot of CPAs. I guess I had just settled for what an average CPA does for their clients. Woodbury is definitely above average. I was so impressed with them during every step of the process. When I met with them, they asked me questions that no other CPA had asked. They really wanted to get to know my business. I had never seen a CPA firm take that amount of time to make sure they could really provide value to me. Most just say it’s no big deal and that they’re just preparing my tax return.
When they finished my taxes, they provided me with an impact report that showed me what kind of impact they made with the planning and strategies they used. That report is amazing and I appreciate it. My husband Brett and I are both so impressed with their team. The first year I started working with them we had stresses in other areas of our lives and their team made it soooo much easier.”
audry Wood
“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
“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
“We hired Woodbury at the beginning of the year because our CPA sold his firm and we were not satisfied with the new owners. We have three businesses in two states. Woodbury has helped us tremendously by reviewing our businesses and designing a plan for us to implement now that will lower our tax liability by $30k in 2019. He also caught a mistake in our 2018 taxes that cost us $20,000, so he amended that to get that money back.
He has been readily available anytime I’ve had a question and always gets things to us in the time he has promised.
Really like how personable, optimistic, and solution orientated he naturally is every time we communicate.”
Brian Meehan
“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
Our Expert Team
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Decrease Your Tax Liability By 40%
Click the button below to schedule a meeting with me to find out how.
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385-308-0583