Business Profile
Accounting
Woodbury Finance and Accounting, PLLCThis business is NOT BBB Accredited.
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Reviews
Customer Review Ratings
4.38/5 stars
Average of 32 Customer Reviews
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Review fromBen L
Date: 07/08/2025
5 starsBen L
Date: 07/08/2025
The Woodbury Finance and Accounting group has been fantastic to work worth! They are responsive, professional and timely with their communication. Also, they delivered on their strategies and promises! My family has saved 10's of thousands in taxes based on their recommendations. I've never been happier to file my taxes. The strategies are all thought out and within the *** guidelines established. I cannot recommend them enough! If you have a high tax burden, they are some of the best in the business!Woodbury Finance and Accounting, PLLC
Date: 07/10/2025
***, this absolutely made our day thank you for sharing your experience! Your commitment to taking charge of your tax planning is what made these savings possible, and its inspiring to see how much you and your family have benefited. You deserve every ***** saved and the peace of mind that comes with it. Were just glad to be in your corner while you do what you do best. Heres to even more wins ahead!Review fromEric C
Date: 12/12/2024
5 starsEric C
Date: 12/12/2024
I've been working with the team at Woodbury for several years and I cannot say enough great things about them. They prepare taxes for several of my business entities as well as my personal return and they take a lot of time to understand the specifics in order to offer the best tax saving strategies. They are thorough, proactive, friendly and responsive. They also know their tax law and have allowed us to implement several strategies that have been very helpful. Look no further if you're in need of a new CPA firm.Woodbury Finance and Accounting, PLLC
Date: 12/16/2024
****, thank you so much for the kind words! Its been a pleasure working with you over the years, and were thrilled to hear how valuable our work has been for you and your businesses. Were all about finding the best strategies to save on taxes, and its great to see that approach paying off for you.We really appreciate your trust and support and look forward to continuing to help you navigate the ever-changing tax world. If you ever need anything else, just let us know!Thank you again!Review fromDarrell F
Date: 09/24/2024
5 starsDarrell F
Date: 09/24/2024
I have used Woodbury for the past several years for 3 of my businesses as well as my personal taxes. They have always been prompt in responding to questions and providing the necessary advice and information I needed. I highly recommend them!Woodbury Finance and Accounting, PLLC
Date: 09/27/2024
*******! Thanks so much for the awesome review! Weve loved working with you and your businesses over the years, and it means a lot to hear that you've had a great experience with us. We're always here whenever you need anything and look forward to many more years of working together!Really appreciate the recommendation!****Review fromLaura G
Date: 08/15/2024
5 starsLaura G
Date: 08/15/2024
We have used Woodbury for the last several years to prepare and file our taxes, but this is our first year working specifically with ***** at Woodbury and we absolutely love her! She always has an excellent attitude, comes prepared for meetings, and has top notch knowledge on any questions we have. I genuinely look forward to meeting with her every quarter and really appreciate her demeanor and professionalism.Woodbury Finance and Accounting, PLLC
Date: 09/27/2024
*****, thank you so much for your wonderful review! Were thrilled to hear that youve had such a great experience working with ***** this year. She really is amazingher positive attitude, expertise, and professionalism are just a few of the reasons we love having her on the team. Ill be sure to pass along your kind words to her!We look forward to continuing to work with you and appreciate your trust in us!****Review fromBrooke J
Date: 07/24/2024
5 starsBrooke J
Date: 07/24/2024
At first when I met with **** the owner of Woodbury I was skeptical. It was a steep fee to invest which we did not have. However, working with Woodbury I feel so safe with our taxes. They are 100% compliant with the *** and if you ever audited you never have to worry. Woodbury is honest and prepares you for each tax season. The quarterly meetings are super helpful as they give you suggestions that can help with your taxes. Initially I would've said know but after working closely with Woodbury I don't trust anyone else with my taxes. They take care of their clients and want what is in their clients best interest. It is a blessing and honor to have them on the front lines for me! Thank you!Woodbury Finance and Accounting, PLLC
Date: 09/27/2024
Thank you so much for sharing your experience! I completely understand your initial hesitation, and Im glad we could build that trust over time. Its a huge compliment to hear that you feel safe and well-prepared with us handling your taxes. We always strive to have our clients best interests at heart, so it means a lot to know thats how you feel.Were glad to be on the front lines for you, and well continue working hard to keep things running smoothly. Thanks again for your kind words!****Review fromKaragan O
Date: 07/18/2024
5 starsKaragan O
Date: 07/18/2024
Ive been working with Woodbury for a couple of years now as my CPA, and I couldnt be happier. Great team, and great CPA firm! They do quarterly meetings with you to ensure youre prepped for tax season which is a game changer. Highly recommend!Woodbury Finance and Accounting, PLLC
Date: 09/27/2024
Karagan! Thanks so much for the awesome review! We're really happy to hear that you've had such a great experience with us, and we agreethose quarterly meetings are a game changer! Its been a pleasure working with you over the past couple of years, and were looking forward to keeping things running smoothly for you.Thanks again for the recommendation!****Review fromPayton J
Date: 07/10/2024
5 starsPayton J
Date: 07/10/2024
Since partnering with Woodbury Tax Strategy in 2020, we've saved a significant amount of money and benefited greatly from their innovative tax strategies. Their expertise and proactive approach have made a substantial impact on our financial health. The quarterly meetings keep us on track.Woodbury Finance and Accounting, PLLC
Date: 09/27/2024
Thank you so much for your thoughtful review! Were thrilled to hear that our strategies have made such a positive impact on your financial health. Its been great working with you since 2020, and those quarterly meetings are definitely a key part of keeping everything on track. We're glad they're working for you!Looking forward to continuing our partnership and helping you save even more in the future!****Review fromBryan T
Date: 04/30/2024
5 starsBryan T
Date: 04/30/2024
We have worked with Woodbury for over 3 years now and they have been great! They have saved us so much time and money. If you don't do any tax planning it will hurt you in the end. The tax code is so large and complex. A normal working person simply can't keep up with it. Meeting with Woodbury quarterly to evaluate each of our business and personal situations is invaluable. I used to dread tax day and the two months leading up to it. Now I know that it will be handled professionally and correctly. Are their services cheap? No. Are their services worth every penny? Yes!Woodbury Finance and Accounting, PLLC
Date: 05/13/2024
Wow, thanks a bunch for the awesome review *****! It's been great working with you for over three years now, and I'm thrilled to hear that we've been able to make such a positive impact.Saving you time and money? That's music to our ears! Taxes can be a real headache. The tax code is like a maze, and trying to navigate it alone can be a nightmare. That's why we're all about those quarterly sit-downs to go over everything. It's like having a compass in that maze!I can't tell you how good it is to hear that we have reduced your stress about tax day. That is why we do what we do! If there's ever anything else we can do for you, just give us a shout. We're here to help however we can.Thanks again for the awesome review!****Review fromRusty P
Date: 02/02/2024
5 starsRusty P
Date: 02/02/2024
I have used Woodbury Accounting for the past few years and ******* and team have been amazing. Quick to respond to questions I ask, always helpful and prompt in getting tasks done, etc. I really appreciate their proactive quarterly planning sessions. They have been a huge help and a great addition to our team. I was clear in what I needed from my new accounting team when I moved over to them and they met their commitments and more. Would definitely recommend! They are more pricey than your CPA around the corner but you get what you pay for. This is a great team and they more than paid for their services and support!Woodbury Finance and Accounting, PLLC
Date: 05/13/2024
*****, thanks a ton for the awesome shoutout! It's been a blast working with you these past few years, and it's super good to hear that you've been happy with our team.You are right, ******* is great, and quick to respond to questions. I'm glad that you have enjoyed those quarterly planning sessions. That is what we feel distinguishes us from a lot of firms. We don't want to just talk with you during tax time, but all year long.I'm super pleased that we've been able to meet your needs since day one. We're all about delivering on what we promise and then some, so it's awesome to know we've hit the **** for you.If you need anything else, just let us know. We're here to help however we can!****Review fromJesse P
Date: 01/29/2024
5 starsJesse P
Date: 01/29/2024
I actually had a rough start with Woodbury and was actually quite frustrated. However, after a few brief conversations with Erik himself, we were able to get a new account manager that I meshed with and things were smooth sailing! Erik also took proactive steps to ensure future clients didn't experience the same frustrations, kudos! Specifically, Nikki F***** was INCREDIBLE to work with. She was extremely responsive and maintained professionalism throughout all of our interactions. Lana J******* was also great to communicate and work with. If you can sync up with this trio, you'll be in good hands! We only recently disengaged from their services due to us moving all of our accounting in house.Woodbury Finance and Accounting, PLLC
Date: 01/30/2024
Thank you so much for your review, *****! You were one of our favorite clients and I really enjoyed the personal interactions that I was able to have with you and your business partner. We wish you all the best and appreciate the trust that you put in our team!****
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