Tax advisory & bookkeeping
Turn chaos
into systems.
Bookkeeping and tax preparation for small businesses and 1099 contractors, with a clear recap of your numbers: monthly for bookkeeping, the day I file for tax.
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. Keep scrolling.
Bookkeeping & Financial Cleanup
I categorize your transactions, reconcile your accounts, and fix what’s wrong. Every month ends in a Monthly Recap you can read in two minutes.
- Books closed and checked every month
- Your Monthly Recap, compared with last month
- Year-to-date ledger included
- Transaction categorization, AR/AP recovery
Shoebox to ledger · Example numbers
Tax Preparation & Strategy
I prepare your return and plan with you through the year. The day I file, you get a Tax Recap: your income, deductions, credits and what I saved you, in plain language.
- W-2, 1099, Schedule C; multi-entity and multi-state
- Tax strategy and planning through the year
- The deductions I captured, called out
- Easy to share with your spouse or advisor
What you keep · Example numbers
QuickBooks Setup
Set up right from day one: categories that fit your business, your bank and credit card accounts connected, and the training to keep it that way.
- Chart of accounts designed for your business
- Bank and credit card linking
- Category and class setup
- Training and documentation
The structure · Example
A note from Matt
Hi, I’m Matt.
I’m not just a bookkeeper or tax preparer. I’m a builder-operator who’s lived every part of the business journey, in three worlds that rarely connect.
- OperationsDispatcher, then fleet manager. I ran the operation before I kept its books.
- FinanceCleaned the books, prepared the returns.
- SystemsQuickBooks Certified (Level 2, Bookkeeping, Payroll). I build the systems I operate.
2021 · The turning point
The IRS audited my 2019 and 2020 returns. That’s where I learned what the IRS actually looks for, and why I now help others avoid the same mistakes.
MattFounder · Wood Tax Advisory
What clients say
Matt is very knowledgeable and made my 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.”
Nicole CastroSmall Business Owner “He quickly and thoroughly responded to all questions and his process made it simple and easy.”
Caitlin PikeNew Business Owner “Matthew makes dealing with taxes a breeze and he’s quick to answer any questions throughout the year.”
Elizabeth MarieBusiness Owner
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