Woodwee Financial Services

05/31/2026

Visit woodweefinancial.com to schedule an appointment.

05/30/2026

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05/29/2026

Dear Valued Client,

At Woodwee Financial Services, we believe in transparency and keeping our clients informed throughout the tax preparation process.

One common misconception is that tax preparers receive or control client refunds. We want to clarify how the refund process works.

When we prepare and electronically file your tax return, we calculate your estimated federal and state refund amounts based on the information and documents you provide. However, these amounts are estimates until they are reviewed and approved by the Internal Revenue Service (IRS) and/or your state tax agency.

Once your return is submitted, the IRS and state taxing authorities conduct their own review. During this process, they may:

• Verify income reported by employers and financial institutions
• Review tax credits and deductions claimed
• Check for past-due tax balances, child support, student loans, or other government debts that may offset a refund
• Request additional information if needed

Because of this review process, the final refund amount approved by the IRS or state agency may differ from the amount shown on your tax return.

It is also important to understand that Woodwee Financial Services never receives, holds, controls, or has access to your tax refund. Your refund is issued directly by the IRS and/or state tax agency to the bank account or mailing address listed on your tax return.

Additionally, we do not control:

• When your refund is processed
• When funds are deposited into your account
• Whether your refund is delayed for additional review
• Any adjustments made by the IRS or state agency
• Any offsets applied to your refund for outstanding debts

For the most current information regarding your federal refund, we recommend using the IRS “Where’s My Refund?” tool or contacting the appropriate state tax agency directly.

We appreciate the trust you place in Woodwee Financial Services. Our responsibility is to accurately prepare and file your tax return based on the information provided. The approval, processing, and distribution of refunds are handled solely by the taxing authorities.

If you have any questions regarding your tax return, please don’t hesitate to contact us.

Thank you for choosing Woodwee Financial Services.

Sincerely,

Woodwee Financial Services
20 Years of Trusted Tax Preparation Services
Phone: 267-597-4965
Email: [email protected]
Website: woodweefinancial.com

05/26/2026

At Woodwee Financial Services, we truly appreciate the slower pace after tax season — but that doesn’t mean we stop working for you! 😊

As we transition out of peak tax season, our services are now available by appointment only so we can continue giving every client the personalized attention they deserve.

Need help with:
✔️ Tax Preparation
✔️ IRS Letters & Notices
✔️ Amendments
✔️ Bookkeeping
✔️ Business Services
✔️ Financial Consulting

📞 Please call 267-597-4965 to schedule your appointment today.

Thank you for continuing to trust Woodwee Financial Services year-round. We appreciate your support and look forward to serving you! 💚

05/23/2026

woodweefinancial.com

Helping keep your business in order!

05/18/2026

Here’s a thank-you message you can use for Woodwee Financial Services:

THANK YOU, PHILADELPHIA! 🧡

We are incredibly honored and grateful to announce that Woodwee Financial Services has been voted a 2026 Philly Favorites Winner for Best Tax Services! 🏆

To every client, friend, family member, and supporter who voted for us — THANK YOU for trusting us year after year. Your continued support means everything to our team.

For 20 years, we’ve worked hard to provide professional, reliable, and personalized service to our community. Winning this recognition motivates us even more to continue serving you with excellence.

We truly appreciate each and every one of you for helping make Woodwee Financial Services a Philly Favorite!

— The Woodwee Financial Services Team
267-597-4965
woodweefinancial.com

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05/17/2026

05/16/2026

To schedule an appointment visit woodweefinancial.com