Welcome to ProWealth Tax Advisors.

This transition brings the tax practice into the broader ProWealth family. The new name reflects an expanded approach that connects accurate tax preparation with proactive, year-round planning while preserving the trusted relationships clients have built with the Woodbury team.

Yes. The team you know and trust will continue serving you, and the former owner will remain connected to the practice as a consultant during the transition.

You can continue to expect individual and business tax preparation, responsive guidance and familiar local service. The ProWealth relationship also creates access to expanded tax-planning, accounting and financial-planning resources when those services are helpful to you.

No immediate action is required. We will communicate any updates that affect your account, documents, appointments or how you contact the team.

TaxDome will remain the secure client portal for organizers, document uploads, signatures, invoices and messages. You may continue using your existing portal. If the portal address or branding changes, we will provide clear instructions in advance.

Your existing client relationship and records will remain part of the continuing tax practice. Secure documents and communications will continue to be handled through the established systems and processes.

Yes. Financial planning and wealth management are available separately through ProWealth Financial. When appropriate—and only with your permission—the tax and financial teams can coordinate around your broader goals. Each firm maintains separate services, agreements and billing.

Please contact the ProWealth Tax Advisors team at (651) 455-4621 or tax@prowealthtax.com. We are happy to help make the transition clear and comfortable.