**All business owners **
This is a reminder that you must complete the BOI (Beneficial Owner Information) form on the US Dept of Treasury website. URL is www.fincen.gov/boi.
There is presently no fee to register. However, there will be a fee after December 31, 2024. If you need help, please call our office.
** Wood Accounting Services is no longer accepting new clients this year. If you desire our help in obtaining an extension for the current tax year, please call us. This pertains to anyone that was not a client last year as well. **
Wood Accounting Services LLC has provided quality service to the public for over 30 years. Lloyd, your trusted accountant, is an Enrolled Agent with the US Treasury. A Certified Tax Professional through the American Institute of Tax Studies. Lloyd also maintains a Pennsylvania Life, Annuities, Accident, and Health license with the Pennsylvania Insurance Department. He graduated from Saint Leo University Cum Laude with bachelor’s degrees in Accounting and Business Administration. Prior to starting his own practice he worked for American Express as a financial planner, obtaining Series 7 General Securities Registered Representative License, as well as, a Series 65 Uniform Investment Advisor License. To maintain his licenses he completes numerous hours of continuing education each year. He proudly serves Western Pennsylvania, but is licensed to prepare taxes nationwide.
The members of our educated and experienced staff genuinely want to help with all your financial matters. Our mission is to provide a smooth and simple process. All accounts are handled with the same sense of importance. Please feel free to talk to our staff members about our services. Our goal is to maintain long term relationships by working closely with our client’s individual needs. We thank you for choosing us for your tax needs.
Lloyd A Wood - Owner Micki Richter- Accounting Clerk
Tami Wood- Office Assistant Joretta Myers - Accounting Clerk
Carmen Renzi - Accounting Clerk Sylvia Lewis - Accounting Clerk
Amanda Showman- Bookkeeping Specialist Chanell Daniocek- Accountant, Smart Cents Owner
Telephone: (724) 437-9930
Fax: (724) 437-3544
Website: woodacctservices.com
Email: woodacctservices@gmail.com
Copyright © 2024 Wood Accounting Services LLC
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