Tax Center

At Wood Financial Group, LLC, we believe that developing a tax strategy and effective tax planning is equally as crucial as developing long-term financial plans. The two truly go hand-in-hand. Unfortunately, we often hear of situations where the accountant isn’t talking to the financial professional on behalf of their clients and vice versa. As a result, we’ve seen missed deductions, unnecessary tax bills, and more. That’s why, in addition to our investment services, we offer a tax preparation service to ensure our clients keep as much hard-earned money as possible.

Moreover, whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there’s no substitute for the assistance of an experienced tax professional.

Here’s the service you can expect from our tax preparers:

• Our seasoned staff will check and recheck your tax return, and our computer software will identify potential problems the IRS may look at more closely.
• Your tax return will be filed electronically for a quick turnaround.
• Our team will show you how to make adjustments in the future to ensure you aren’t paying unnecessary taxes. Why give the government an interest-free loan for up to 16 months?
• We will identify potential deductions to limit your tax liability in the future.

 Call us today at (615) 826-5749 to schedule your appointment!