Practice Areas

We offer tax, accounting, and consulting services including but not limited to the following areas:

Tax Return Preparation and Filing


Our areas of specialty in tax include the following:

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Individual

Partnerships/LPs/LLCs

Corporations/S-Corporations

Trusts and Estates

Estate and Gift

Sales and Use

Foreign Business Entity Ownership Reporting

Foreign Ownership of Domestic Entities

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Tax Controversy

 

We can represent you in the following matters:

IRS and state revenue agency examinations, including payroll and sales/use tax audits.

 

Appeals of tax audits and audit reconsiderations.



Tax collection matters, including submission of Offers in Compromise, installment agreements, and non-collectible status requests.





 

Advisory


We offer business advisory services.  

Tax advisory

Management services

General business advice

Retirement and Estate Planning


We provide advice in the following areas:

Retirement savings

Retirement plans

Plan administration

RMD calculations

Plan selection

Estate tax minimization

Business succession planning



Entity Selection

Not all entities are appropriate for all situations. Often times laws in one state prohibit the activity of an entity from another state in that form.



We look at your specific facts and provide advice as to what entity is most appropriate for your business and tax situation.





Contact Us

Woods Financial Services


Tel: 781-267-4489

Fax: 858-777-3691
Email: dwoods@woods-financial.com​
Address:

2380 Grand Avenue

San Diego, CA 92109

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© 2013 by Woods Financial Services