Wood & Sons Accounting & Tax
Tax preparation, QuickBooks, payroll, and IRS representation — one principal on the file.
The practice
Wood & Sons is a private Enrolled Agent practice in New Port Richey, Florida 34655. We prepare individual and business tax returns, keep the books, and run payroll — one principal on the file, fees quoted in writing, clients served nationwide.
Households and owners of some complexity — equity, entities, rentals, a year that will not fit a seasonal shop. The first conversation is complimentary. Ongoing work is quoted in writing. Nothing proceeds without your assent.
Credential
Enrolled Agent, U.S. Department of the Treasury
Software
QuickBooks Online — setup, cleanup, monthly close
Where
New Port Richey office · virtual in all 50 states
Start
30-minute consult, $0 · written fee before work
Complimentary
Thirty minutes with the Enrolled Agent who will own the file. Book a time on the calendar. You leave knowing your position — and, if the fit is mutual, a written fee. Nothing is sold on the call.
Request a complimentary consultation01
A confidential review of the return, the books, or the notice
02
Counsel on the next ninety days, stated plainly
03
A written fee before any engagement begins
Services
Returns prepared with care. A plan so the year is not a surprise.
DetailsBooks kept current, so decisions are made on fact.
DetailsCompensation handled correctly. You remain in good standing.
DetailsThe questions that require a decision, not a form.
DetailsStatements that can be shown — and understood.
DetailsFlorida collections and filings, kept current.
DetailsEngagement
Clear status from the first conversation through the questions that arise after the filing.
01
A private conversation. We take the measure of the file, the aims, and what the last arrangement left unfinished.
02
Papers arrive through a secure portal. One principal. A written fee. Only then does the relationship begin.
03
The return, the books, or payroll — with word at each stage, so you are never left to wonder.
04
Planning and questions between the deadlines. The practice does not recede in May.
The practice
You will know the status of the work, and what it costs, before it begins — whether the file is a household or an enterprise.
Discretion
The file is discussed with you, not around you. Quiet rooms. Closed correspondence.
Judgment
If something is off, you will hear it in time to act — and 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.
A good fit
Households of some complexity
Equity, entities, rentals, or a year that will not fit a seasonal shop.
Owners who want one practice
Tax, books, and payroll under a single engagement — not three vendors and a hurried March.
Matters that require judgment
A notice, a neglected file, or an entity question that should be answered before it is filed.
Not a fit
Price as the only criterion
Fees are quoted in writing. We do not compete on the lowest bid.
Same-day walk-in returns
If the file does not exist and the deadline is this afternoon, we are not the right firm.
An incomplete picture
The first conversation is useful only if we may see the position.
Representative matters
Typical outcomes in this practice, anonymized. Not named reviews and not a guarantee.
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; tax projection no longer fiction.
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.
Ask
Type it. Leave a name and email. You get a desk answer from this practice’s published knowledge — then, if it is your facts, thirty minutes with the Enrolled Agent.
Thirty minutes with the Enrolled Agent who will own the file. Book a time on the calendar. You leave knowing your position — and, if the fit is mutual, a written fee. Nothing is sold on the call.
First
Ten questions. A reading before anything else.
