About Wood Tax Advisory

Have you ever been audited? I have, and it was an eye-opening experience that changed my perspective on taxes forever. Back in 2019-2020, I went through a detailed and exhausting audit. It was during this challenging time that I truly realized how seemingly small tax mistakes can snowball over the years, leading to significant financial and legal issues. That experience ignited a passion in me to understand the tax code and help others avoid the same pitfalls.

To navigate the complexities of my audit, I began working closely with a seasoned tax advisor, Krystle Conley of Conley Consultation. Under her guidance, I learned not just the ins and outs of the tax code, but also how important it is to approach taxes with care, precision, and strategy. My time working alongside Crystal gave me a deep understanding of how taxes truly work, from knowing what you can and cannot write off to structuring finances in a way that is both compliant and beneficial.

After years of hands-on experience, and with Krystle’s mentorship, I discovered a newfound passion for helping others manage their taxes. In late 2023, I decided to take the leap and founded Wood Tax Advisory. Since then, I’ve been committed to helping individuals and businesses achieve tax success by offering clear, straightforward advice and top-notch service.

At Wood Tax Advisory, our mission is simple: make taxes easy to understand while keeping you fully compliant and protected. We specialize in everything from standard tax returns and amendments to business tax planning and IRS negotiations. Our goal is to ensure that our clients never have to experience the stress and uncertainty of an audit like I did.

Whether you’re a freelancer, small business owner, or just need help with your personal taxes, we’re here to provide tailored advice and support every step of the way. We believe in a client-first approach that emphasizes transparency, engagement, and thorough documentation, so you can feel confident in your tax filings.