Accurate and timely accounting information is a necessity for any successful business. The Woods Financial Group can assist you on either a temporary or on-going basis. The size of our firm gives us the ability to provide our clients with incomparable, personalized, quality service. We offer the following:
- Tax Planning and Return Preparation Services
- Accounting Services
- Financial Statement Compilation
- Payroll Services
- Financial Planning Services
Financial Planning Services
Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm, provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each one of them by providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting
- Business Retirement Plans
All securities through Money Concepts Capital Corp., Member FINRA/SIPC
11440 North Jog Road
Palm Beach Gardens, FL 33418
(561) 472-2000
Tax Planning and Return Preparation Services
Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.
Payroll Services
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Would it not help to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.
Accounting/Financial Statement Services
- Periodic (monthly/quarterly) assessment of business financial information
- Financial Statement Compilation
- Business Consulting
- Quick Books Certified Advisor with import capabilities from client quickbooks files
Industry Specializations
The dental industry offers many challenges and opportunities for a practicing dental professional. From the initial business concept through the daily operations, there are many decisions that should be evaluated by your accountant. The Woods Financial Group has expanded its expertise to encompass the dental industry. We will consult with and advise you, concerning software, procedures and practices that allow our firm to better serve our dental client.
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