The Owner and Founder
Mr. Woods has been in the field of taxation and financial planning for nearly twenty years. David began his career with a large tax preparation chain while still completing college. After graduating he worked for a downtown Boston CPA firm and was its chief tax compliance associate for several years before becoming a tax manager at a larger CPA firm in the Boston area. In late 2007, Mr. Woods left this company to start his own firm, and relocated from Boston to San Diego.
David has a bachelor's degree with concentrations in both finance and entrepreneurship from Northeastern University. He also has completed and received a Masters Degree in Taxation, also from Northeastern University. David is recognized by the Internal Revenue Service as an Enrolled Agent (EA). As an EA, David is recognized for his expertise in the field of taxation and is qualified to represent taxpayers before all levels of administration within the IRS. Additionally, David has been named a Fellow of the National Tax Practice Insitute (NTPI) by the National Association of Enrolled Agents and designated a Certified Tax Resolution Specialist by the American Society of Tax Problem Solvers. David has also been awarded the financial planning designations of Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) and Chartered Advisor on Senior Living (CASL) by The American College for demonstrating knowledge and ability in several different disciplines of financial planning.
Mr. Woods's specialties in taxation include individual, partnership, corporate, and fiduciary taxation, as well as tax controversy work. Some of the work David has done in the past includes serving on the Board of Directors of the Massachusetts EA Society, and providing analysis to the Massachusetts Study Commission on Corporate Taxation on behalf of the Massachusetts CPA Society's state tax committee.
In his spare time, David enjoys competing in track and field. David currently lives in San Diego.
Who We Are