Wood Tax Advisors will be sending you a letter soon to introduce themselves, explain what to expect this tax season and let you know how to schedule your appointment.
We are coordinating the secure transfer of tax records to make the transition as smooth as possible. Your information will remain subject to all applicable confidentiality and data-security requirements.
You remain free to choose your tax preparer. If you wish to make other arrangements, please contact our office promptly so we can discuss the handling of your records.
**This transition applies only to tax preparation services** Our insurance business and your insurance relationships are not being transferred. I will continue working with our family insurance agency, and you may continue to contact our Newburg Road office for your insurance needs.
It has truly been a privilege and a pleasure to serve you over the years. I am sincerely grateful for your loyalty, your referrals and the wonderful relationships we have built along the way. Most of all, thank you for making our team a part of your tax season year after year.
Warm regards,
Christine M. Cardenas
Affordable Tax and Insurance Agency, Inc
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