Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Max Woodbury III, EA

Max is in his 9th year of tax return preparation and bookkeeping. He is a member of the NAEA and the NATP, and an Intuit QuickBooks Proadvisor. He is the Financial Controller and a Board Member of the Indiana Deaf Camps Foundation, Inc. Service within the deaf community is important facet Max enjoys. He follows the example of his great grandfather, Max Woodbury of Ogden, serving 50 years as the Utah Deaf Branch President (Church of Jesus Christ of Latter-day Saints). Max graduated from Franklin College with a bachelors degree in accounting. He and his wife, Tahnee have 2 daughters Lilly and Willow who will hopefully inherit working with his deaf clients someday. Max has a lifetime of exposure to tax, accounting, payroll and hard work. His father, Max Woodbury served Johnson County residents in accounting for 40 years.

Max Woodbury, CPA

Max served the Johnson County community for 40+ years as a CPA and business owner. His experience and expertise in tax preparation, bookkeeping, tax planning, and estate planning is noteworthy. He specializes in agriculture tax work as well. Max graduated from Ball State with a degree in accounting, is a member of the AICPA and the Chamber of Commerce. He especially finds working with farmers rewarding. Max, a grandfather and great grandfather spends much of his casual time enjoying his grandchildren’s sporting events.

Linda Woodbury

Linda has served the Woodbury Team as a payroll supervisor and office manager for over 20 years. Linda’s career in cultural anthropology, corporate management and marketing makes her valuable to all who work with her and those she serves. She is a 25-year veteran in regards to solving QuickBooks issues and thus, fills a key role in our accounting services. Linda has many grandchildren and likes to be with them as much as she can.

What is an enrolled agent (EA)?

An EA focuses his/her learning on income taxes. After passing the EA test, the person is a highly regarded and trusted tax preparer. The IRS authorizes EA‘s to advise, represent, and prepare tax returns for Individuals, businesses, estates, and trusts. EA‘s must do 72 continuing education hours in 3 years. We require our EA‘s to do 90 credit hours in 3 years.