Tax advisory & bookkeeping
Turn chaos
into systems.
Bookkeeping and tax preparation for owner-run businesses in Wesley Chapel, New Tampa and Zephyrhills, FL.
Your recap comes from me, personally. Never outsourced.
What clients get
- Bookkeeping
- Tax preparation
- QuickBooks setup
- QuickBooks certified
What I do best
Three services, and what each one puts in your hands.
Bookkeeping & Financial Cleanup
Shoebox to ledger · Example numbers
Every month ends in a Monthly Recap you can read in two minutes.
Closed monthly Compared with last month Year-to-date ledger
Tax Preparation & Strategy
What you keep · Example numbers
The day I file, you get a Tax Recap: your income, deductions and result, in plain language.
W-2, 1099, Schedule C Planning through the year Deductions explained
Catch-Up Books & Overdue Returns
Years caught up · Example
Behind a year or three? I bring the books and the returns current, one year at a time.
Overdue books reconciled Unfiled returns prepared One plan to current
A note from Matt
Hi, I’m Matt.
I ran operations before I kept the books, and in 2021 the IRS audited my own 2019 and 2020 returns. That’s where I learned what the IRS actually looks for.
MattFounder · Wood Tax Advisory
What clients say
Matt is very knowledgeable tax professional and made my business and personal filings easy, smooth, and most important, accurate!
“Their expertise not only saved me a significant amount of money but also gave me peace of mind knowing everything was handled correctly.”
Nicole CastroSmall Business Owner · Google review “Matt was so helpful with our taxes especially helping me and my family understand all the ins and outs of filing as a 1099 contractor.”
Caitlin Pike1099 Contractor · Google review “We got our 2024 & 2025 FY tax returns done from Matt at Wood Tax Advisory. He was really good with communication, timeliness and being thorough about it.”
Sant MattaTwo Years of Returns · Google review
Ready to turn your chaos into systems?
Let’s talk. I’ll give you honest advice, even if you don’t need me yet.
matt@woodtaxadvisory.com