Wood & Sons Accounting & Tax

Services

Tax, bookkeeping and payroll services.

Get help with tax planning, returns and the records your business needs. You can hire us for one service or combine the work. We'll agree on the services and fees in writing before we begin.

Schedule a discovery callExplore Tax Advisory

Tax advisory

Tax Advisory & Year-Round Planning

Review business income, owner pay and upcoming decisions with Robert Wood, EA, during the year. We explain the tax options that may apply and agree on the work and fee before proceeding.

  • A free 30-minute discovery call with Robert Wood, EA
  • A look at income, owner pay, estimates, and decisions coming up this year
  • Tax preparation, bookkeeping, and payroll can be added, or hired on their own
  • The services and fee are agreed in writing before work begins

Other services

Any of these can be hired on its own, or together with tax advice.

Tax preparation

We prepare individual and business returns and review the information needed to file them. Tax planning and IRS representation are quoted separately when requested.

  • Individual, partnership, S corporation, and C corporation returns
  • A review of the records needed to prepare the return
  • IRS representation by Robert Wood, EA, quoted separately unless the written quote already includes it
  • An extension when the records are not ready, rather than a rushed filing

Bookkeeping

We keep QuickBooks records up to date, reconcile bank accounts and prepare a monthly close. If you're behind, we can quote catch-up work before starting regular bookkeeping.

  • Monthly close and bank reconciliations
  • QuickBooks setup and a review of transactions
  • Catch-up work quoted before regular monthly bookkeeping starts
  • Coordination with payroll and tax preparation when you want both

Payroll

We help run payroll, handle tax deposits and filings, and prepare year-end forms. We agree on the payroll schedule with you and coordinate it with your bookkeeping.

  • Regular payroll and new-hire setup
  • Federal and Florida tax deposits and filings
  • Year-end W-2 and 1099 forms
  • The payroll schedule agreed with you, and matched to the books

Financial reporting

We prepare profit and loss statements and balance sheets and walk through what they show. Reporting can include monthly or quarterly reports, budget comparisons and information requested by a lender.

  • Profit and loss statements and balance sheets
  • Monthly or quarterly reports
  • Budget compared with actual results
  • A walkthrough of what the statements show, including figures a lender asks for

Sales tax

We help with Florida sales-tax registration, filing schedules and returns. If filings are missing, we review the periods involved and the work needed to bring them up to date.

  • Florida sales-tax registration and a filing schedule
  • Returns filed on that schedule
  • A review of missing periods and the work to bring them current
  • Coordination with your books and income-tax returns

Existing clients

Monthly advisory

Two rates for existing clients: $149 a month (45 minutes) if we already prepare your individual or business tax return — tax plus books still counts. $249 a month (30 minutes) for books, payroll, or advisory without tax here. A written summary the next business day. Booking the call does not charge you.

The retainer

The 45-minute call is for clients whose tax return we already prepare. The 30-minute call is for clients who use books, payroll, or advisory here and do not have the tax return prepared here. Tax preparation, bookkeeping, payroll, and other supporting work are quoted separately.

Cost estimate

What do you need help with?

Choose a service to see an estimated range. We'll confirm the written quote after reviewing your records.

Service

What do you need help with?

Schedule a discovery call

General information, not a conclusion on your return. Circular 230.

Not sure what you need?

Tell us what you need help with. We'll discuss the work and how it would be priced on a discovery call. The fee is confirmed in writing after we review the work.

Schedule a discovery call