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
News and Strategies for Smarter Tax Decisions
Avoid This Hidden Tax Trap in Mileage-Reimbursed Vehicles
If you receive mileage reimbursements from your employer or your corporation, you may face an…
Why Serious Landlords Rely on the 1031 Exchange
February 10, 2026 Serious real estate investors rely on the Section 1031 exchange because it…
OBBBA Revives Your Ability to Kill Capital Gains with QOFs
February 4, 2026 OBBBA Revives Your Ability to Kill Capital Gains with QOFs Since 2018,…
Should You Skip Home-Office Depreciation to Dodge Recapture?
January 27, 2026 Many taxpayers panic when they hear the term “depreciation recapture” and decide…
IRS Moves Toward All-Electronic Refunds: What You Need to Know
January 20, 2026 IRS Moves Toward All-Electronic Refunds: What You Need to Know Your tax…
Only Seven Months Left to Secure Your EV Charger Credit
December 30, 2025 We want to alert you to a tax credit that is set…
“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
“The Woodbury Finance and Accounting group has been fantastic to work worth! They are responsive, professional and timely with their communication. Also, they delivered on their strategies and promises! My family has saved 10’s of thousands in taxes based on their recommendations. I’ve never been happier to file my taxes. The strategies are all thought out and within the IRS guidelines established. I cannot recommend them enough! If you have a high tax burden, they are some of the best in the business!”
ben Lyons
“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
“I’ve been working with the team at Woodbury for several years and I cannot say enough great things about them. They prepare taxes for several of my business entities as well as my personal return and they take a lot of time to understand the specifics in order to offer the best tax saving strategies. They are thorough, proactive, friendly and responsive. They also know their tax law and have allowed us to implement several strategies that have been very helpful. Look no further if you’re in need of a new CPA firm.”
Eric Colbert
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Decrease Your Tax Liability By 40%
Click the button below to schedule a meeting with me to find out how.