Business Details
29 Years
experience
Your Trusted Partner for Accounting & Financial Planning Solutions
Since 1997, Woods Financial Services has been dedicated to providing professional, competent, and responsive tax, accounting, and financial planning services to individuals and businesses. Our philosophy centers on building genuine relationships with clients, understanding their unique financial goals, and delivering tailored solutions that simplify their finances and support long-term success. With decades of combined experience, our team of certified professionals prioritizes transparency, personalized service, and community-driven values.We specialize in comprehensive financial planning, modular tax strategies, and investment advisory services designed to align with clients' risk tolerance and life changes. Our commitment to minimizing investment expenses while maintaining market efficiency ensures clients receive cost-effective, diversified solutions. By fostering trust and maintaining a client-first approach, we aim to be a reliable partner in navigating complex financial landscapes.
Services
Tax Planning
Financial Planning
Accounting Services
Investment Advisory
Portfolio Review
Details
- Year established: 1997
Highlights and features
- We offer over 25 years of experience in tax and financial planning.
- Our team prioritizes personalized service tailored to individual client needs.
- We provide comprehensive, diversified investment advisory services with low fees.
- Our client-centric philosophy emphasizes transparency and long-term relationships.
- We combine technical expertise with community-driven values for local businesses.
Associations and certifications
- CPA
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial strategies through proactive compliance and advisory solutions. We focus on minimizing liabilities while aligning with long-term goals. With personalized guidance, clients receive actionable plans tailored to evolving tax laws and personal circumstances.
Financial Planning
Comprehensive financial planning addresses assets, liabilities, and risk tolerance to create adaptable roadmaps for clients' financial futures. We emphasize education and flexibility to ensure plans evolve with life changes. Our approach balances realistic expectations with strategic implementation for sustainable growth.
Accounting Services
We provide accurate accounting solutions for businesses, including compliance, reporting, and system optimization. Our team ensures precise financial records while offering insights to improve operational efficiency. Services are tailored to meet the unique needs of small and mid-sized companies.
Investment Advisory
Our investment advisory services focus on diversified, low-cost portfolios aligned with clients' risk profiles and financial objectives. We prioritize market efficiency and regular reviews to maintain alignment with evolving goals. Clients benefit from data-driven decisions and transparent fee structures.
Portfolio Review
Portfolio reviews assess existing investments to ensure they match clients' risk tolerance and return expectations. We identify gaps or imbalances and recommend adjustments to optimize performance. This service helps clients make informed decisions about their financial holdings.
People
Emily Woods
Head of Accounting and COO
Emily Woods leads accounting operations and client strategy with decades of experience. She focuses on personalized financial guidance while managing internal processes. Outside work, she enjoys travel, hiking, and Peloton workouts.
Brian Woods
Head of Tax Advisory
Brian Woods specializes in tax preparation and advisory services, known for his approachable style and expertise. He balances professional work with golf and local sports fandom. Clients appreciate his clear, actionable advice.
Kathy Muir
Tax Advisor
Kathy Muir provides tax compliance and advisory support, emphasizing client education. She balances work with family time and enjoys spending time with her grandchildren and puppy.
Kelly Lyons
Operations Manager
Kelly Lyons ensures operational efficiency while managing internal systems. Her background in process optimization supports seamless client experiences. She enjoys reading, travel, and outdoor adventures in Norway.
Melanie Kremen
Client Manager
Melanie Kremen serves as the primary client contact for tax services and office operations. She combines client support with event planning experience. Her interests include travel, concerts, and true crime podcasts.
Questions
What services does Woods Financial Services offer?
We provide tax planning, financial planning, accounting services, investment advisory, and portfolio reviews for individuals and businesses.
How does Woods Financial Services approach financial planning?
We create adaptable, client-focused plans that consider assets, liabilities, goals, and risk tolerance while emphasizing education and transparency.
Are your investment strategies diversified?
Yes, we prioritize diversified, low-cost portfolios aligned with clients' risk profiles and long-term financial objectives.
Do you work with local businesses?
We specialize in serving Towson, MD businesses and surrounding areas with tailored accounting and advisory solutions.
