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.
Erik Woodbury
Founder, Woodbury Strategy
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.
Case Studies
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?
Courtney Allen
“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.”
“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
“I thought I was gaming the system by preparing my own tax returns each year. I’m a smart guy and so I didn’t think I needed to pay someone to plug a few numbers into a software for me when I could do it myself. I went on doing this for years.
Erik Woodbury reached out to me on LinkedIn and I almost didn’t reply back to him, but looking back I am so glad I did. They took the time to ask me about my business. Then, they reviewed my tax returns to make sure it made sense for us to work together. Once they were done, they told me that I had been overpaying by about $10,000 every single year. For me that’s a lot of money to just throw away like that!
When they were finished preparing my tax return the total difference came out to be $10,185! It was awesome! The return on my investment was absolutely fantastic! It made my day. I’m still glad I answered that LinkedIn message that day.”
William Weaver
“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
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