Wood CPA, PLLC

Today we wish Dalton a very Happy Birthday!! We celebrated yesterday by ordering in some lunch and brownies. ??

Andria joined our team today as our Client Experience Specialist! Her background is varied in benefits consulting and financial services. She resides in Edina with her husband and enjoys spending time with her dogs, gardening, and walking the Chain of Lakes. She has an adult daughter who currently lives in Seattle. Please join us in welcoming her to the Wood CPA team - we are so happy to have her!

Attention business owners! Do you understand your financial statements and why they are important? Check out our latest blog to learn all about the basics. https://lnkd.in/gPKEUWjr

We're #hiring a new Tax Reviewer (part-time) in Edina, Minnesota. This position would be perfect for someone who: ? Loves tax work, but is tired of the long hours ? Has a few years of experience reviewing a variety of tax returns ? Is potentially easing into retirement and looking for reduced hours for the next few years ? Is tired of working for big firms where they are just a number ? Loves utilizing technology and building stream-lined processes ? Enjoys some complex work outside of the reviewing grind Please pass this along to anyone who might be interested in a better work-life balance where their voice and ideas are heard!

Thinking about finding a new CPA?! Now is the best time of year to do so (not in February once you have all of your tax documents). Most potential new clients reach out to us for the following reasons: ? CPA they have had for years has retired ? Accounting firm they are with no longer serves clients like them ? Their tax situation has become increasingly more complicated ? They have received an inheritance ? They have started a business or become an independent contractor ? Much more... If any of these sound like you, we can help you! We focus on tax planning before the end of the year, so you know what to expect at tax time, we have time before the end of the year to maximize tax deductions, do Roth conversions, explain any new tax laws that affect you, etc. When tax season rolls around, it isn't a stressful event - we simply gather the information and prepare your return. The results are already planned for and known! We are taking new clients now through the middle of December. Schedule a call with Angie by using this link: https://lnkd.in/gaWYFctm

??♂? Thinking about retiring soon?? If you're local to the Minneapolis metro area, join us for lunch on September 25th to learn all about what you need to know before you retire. Luke Iverson will be educating us on how to prepare for retirement. Register here: https://lnkd.in/gwmPa8yR Fun fact: A staggering 75% or so of CPAs will be retiring within 5 years.

??♂? Thinking about retiring soon?? If you're local to the Minneapolis metro area, join us for lunch on September 25th to learn all about what you need to know before you retire. Luke Iverson will be educating us on how to prepare for retirement. Register here: https://lnkd.in/gwmPa8yR Fun fact: A staggering 75% or so of CPAs will be retiring within 5 years.

?? We are hiring!! ?? ?? Tax Reviewer - Part-time ?? Client Experience Specialist - Full-time Due to continued growth, we are proactively expanding! We will hire the right person at the right time - no rushing into it. At a small firm, finding the right fit is essential. Please share with anyone who might be interested! Send resume to: [email protected]

For those of you in MN with kiddos - remember to save your receipts! When buying school supplies or paying for private school tuition, you might be eligible for a tax subtraction or credit on your MN return! https://lnkd.in/gdaBYHTU

Today we are celebrating Dalton's 1-year anniversary with us! ?? He has been an amazing addition to the business and continues to exceed expectations and throw out funny one-liners. Thank you for everything you do, Dalton!!