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About

Meet Matthew Wood

I’m not someone who theorizes about business operations. I’ve lived them: dispatcher, fleet manager, accounting, and a personal IRS audit that changed everything.

Credentials

QuickBooks Certified

The journey

Every step taught me something the previous role couldn’t.

  1. Early career

    Truck Dispatcher

    Started coordinating shipments and managing logistics operations

  2. 2021 · The turning point

    IRS Audit

    The IRS audited my 2019 and 2020 returns, and it changed everything. That audit is what turned me toward tax preparation and bookkeeping.

  3. Career pivot

    Fleet Manager & Enrolled Agent Mentorship

    Advanced to fleet management while learning from an Enrolled Agent mentor during the audit process

  4. Professional development

    Formal Tax Education

    Completed H&R Block Income Tax Course through Strayer University Online

  5. Financial expertise

    Accounting & Billing

    Full accounting and admin for a freight brokerage at a previous employer

  6. 2024 · Founded

    Wood Tax Advisory

    Launched my own practice combining operations experience, tax knowledge, and systems thinking

Matthew Wood and his wife outdoors, smiling in front of a mountain valley
Matthew and his wife

Core principles

How I work and what I believe

  • Clean books are your business’s health check

    You can’t make good decisions with bad data.

  • Document first. Train second. Automate third.

    Never skip straight to automation without solid process.

  • You can’t grow what you can’t measure

    Messy books keep you stuck. Clean books unlock strategy.

Let’s work together

I bring operations experience, financial expertise, and real-world lessons to every client.

View contact options
matt@woodtaxadvisory.com