Who We Are
The Owner and Founder
Mr. Woods has been in the field of taxation and financial planning for nearly twenty-five years. In late 2007, Mr. Woods left this company to start his own firm, and relocated from Boston to San Diego.
David has a Masters Degree in Taxation, from Northeastern University. David is recognized by the Internal Revenue Service as an Enrolled Agent (EA). Additionally, David has been named a Fellow of the National Tax Practice Institute (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) and Chartered Life Underwriter (CLU) a by The American College for demonstrating knowledge and ability in several different disciplines of financial planning.
David is also admitted to practice before the United States Tax Court, and represents taxpayers in that venue as well.
Mr. Woods's specialties in taxation include individual, partnership, corporate, and fiduciary taxation, as well as tax controversy work. In addition, David specializes in foreign reporting for US taxpayers as well as determining income and sales tax nexus for individual and business taxpayers.
Some of the work David has done in the past includes serving on the Board of Directors of the Massachusetts EA Society and San Diego Mensa Society.
In his spare time, David enjoys competing in track and field. David currently lives in San Diego.