Wood & Sons Accounting & Tax
Work directly with Robert Wood, EA, to understand the tax implications of business decisions, identify planning opportunities, and agree on practical next steps.
Tax preparation, QuickBooks Online, and bookkeeping support the advisory relationship.
New Port Richey, Florida | Virtual service nationwide
The practice
Wood & Sons helps owner-operated businesses make informed tax decisions through year-round planning and personal guidance. You work directly with Robert Wood, EA. Tax preparation, QuickBooks Online, bookkeeping, payroll, and IRS representation support that relationship. New Port Richey, Florida. Virtual service nationwide.
Individuals with complex tax needs are welcome as well. A first conversation is a complimentary 30-minute discovery call. Any later work is quoted in writing.
727-208-6327Services
Primary
Understand the business, the decisions ahead, and the practical next steps.
Supporting
Returns prepared after the planning conversation, with IRS representation when it is scoped.
Supporting
Books kept current, so decisions are made on fact.
Supporting
Compensation handled correctly. You remain in good standing.
Supporting
Statements that can be shown — and understood.
Supporting
Florida collections and filings, kept current.
How we work
01
We start with the business, the priorities, and the decisions ahead.
02
Scope and fees are agreed in writing before work begins.
03
We consider the tax implications, identify planning opportunities, and agree on practical next steps.
04
The agreed supporting work — the return, the books, payroll, or a notice — is delivered and reviewed.
Who this suits
Owner-operated businesses
Closely held S corporations and LLCs, professional practices, contractors, and trades that want year-round tax advice.
Owners who want one practice
Tax preparation, QuickBooks Online, bookkeeping, and payroll can sit with one practice. Advisory is available when you want year-round planning. It is not required before a return or the books can be scoped.
Individuals with a complex return
Equity compensation, entities, rentals, or a return with several moving parts. Catch-up work is scoped on its own.
Discretion
Your business is discussed with you. Correspondence stays between you and the people doing the work.
Judgment
If something needs attention, you hear it in time to act, in language you can use.
Precision
Books that can be shown. Returns that will bear review. The details are the work.
Fees in writing
The cost is known before the work begins. If the scope changes, we speak first.
Meetings are by appointment. Fees are quoted before work begins. If the timing or the scope is not a match, we will say so plainly and point you to a better next step.
Representative work
Typical matters in this practice, anonymized. They are not named reviews and they are not a promise of a particular result.
W-2 reset to a defensible figure, estimated payments sized to the current year, and a retirement plan opened before year-end — instead of a surprise in April.
Planning during the open year, not reconstruction after it closed.
Catch-up quoted as its own project, then a monthly close. Lender package produced from a file that could actually be shown.
Books current, and the tax estimate uses this year’s numbers.
Periods identified, filings brought current, cadence set so the next DOR letter is not the first time anyone looks.
A filing calendar instead of correspondence.
Letter read, position explained, response filed under EA representation. The household did not write the IRS alone.
A closed notice and a record of what was said.
See how a return, the books, payroll, or a notice is usually scoped. The written fee comes after we look at your records.
Ten questions and a short summary. General information, not a personal tax conclusion.
Answers come from pages already on this site. To speak with Robert, book a discovery call.
A complimentary 30-minute conversation with Robert Wood, EA. We discuss the business, your priorities, and the decisions ahead, and whether an ongoing advisory relationship is a fit. It is not a comprehensive tax review and not a final tax conclusion. Scope and fees for any later work are agreed in writing.
