
Designed for freelancers, side hustlers, and small business owners who want to stay ahead—without the stress.




Stay IRS-Ready All Year
Stay organized and prepared—no scrambling at tax time.

Avoid Costly Mistakes
Catch errors early and avoid penalties or missed deductions.

Keep More of What You Earn
Learn simple ways to lower taxes and keep more money in your pocket.

Get Pro Insights from a Tax Expert
Real advice from a tax pro who’s helped clients save thousands.

"Leading with empathy and a strong moral compass"
"As an Enrolled Agent and mentor, I’m continually impressed by Matthew’s determination, depth of knowledge, and commitment to his clients. His resourcefulness shines through in every challenge he tackles, and his approach to each client’s unique needs sets him apart. Leading with empathy and a strong moral compass, he always prioritizes doing the right thing, building trust and lasting relationships..."
- Krystle Conley
Conley Consultation, E.A


"Would definitely recommend!"
"Matt was great to work with and answered all of our questions! He also helped us file an amended return when our previous accountant submitted ours incorrectly. Would definitely recommend!"
- Coy and Sara Deason
Filed Jointly


"...tax guy that also knows the KPI’s"
"Matt and his team have impressed me. I’ve always struggled finding a tax guy that also knows the KPI’s I want as a business owner. Matt’s great."
- Troy Bravenboer
DAWN TMS, Brave Life

Have you ever been audited? I have. Back in 2019-2020, I went through a challenging and eye-opening audit that forever changed how I approach taxes. That experience showed me how small tax mistakes can snowball over time, leading to significant financial and legal issues. It’s what inspired me to dive deep into the tax code so I could help others avoid the same pitfalls.
Over the past few years, I’ve completed 30+ tax returns annually, saving clients thousands of dollars by uncovering overlooked deductions and optimizing their finances.
Today, as the founder of Wood Tax Advisory, I bring personal experience, professional training, and expertise to help clients maximize deductions, stay organized, and navigate tax season with ease and confidence.
Certified in QuickBooks Online, Payroll, and Bookkeeping.
Specialized in maximizing deductions and optimizing finances.
Proven track record of saving clients thousands on their taxes.

As your tax advisor, I’ll work directly with the IRS to negotiate on your behalf. I can set up manageable payment plans and explore options to reduce penalties, helping you move forward stress-free.
Yes! I specialize in S-Corp tax preparation and payroll management. I’ll ensure everything is accurate, compliant, and tailored to your business needs.
Working with me means every detail of your tax return is reviewed thoroughly. I’ll cross-reference your documents, double-check for missed deductions, and use secure tools like Canopy to keep everything organized and accurate.
If you ever receive an audit notice, I’m here to help. I’ll guide you through the process step by step, help prepare the required documents, and handle communication with the IRS to resolve the matter efficiently.
Tax planning with me helps you maximize deductions, reduce tax liability, and prepare for major financial events. With a personalized plan, you’ll save money and avoid surprises at tax time.
Absolutely! If you need extra time to file, I’ll make sure your extension is submitted on time, avoiding penalties and keeping everything on track.
