About Us
Angie Wood, CPA
Puzzles are the reason I’m in accounting today.
Let me explain.
Growing up in a small town in northwestern Minnesota, my dad and I spent long winter days puzzling together. It was great! Then, during my senior year of high school, my social studies teacher taught our class how to fill out a 1040EZ so we could do our own taxes. I realized how similar filing taxes is to solving jigsaw puzzles…and I was hooked.
To pursue my accounting degree, I went to Concordia College. I became a proud Cobber while I learned how involved tax preparation is. Taxes are complicated! Preparing taxes is like seeing a 10,000 piece puzzle through to completion. Did you know that the U.S. Tax Code is tens of thousands of pages long?! Certainly not everyone has the time or ambition to read through that! Fortunately, my clients can rely on my knowledge of the code so they don’t have to read it themselves.
Clients connect with me. I’m a good listener and clients leave our meetings knowing that I really care about them. I enjoy helping my clients understand the ins and outs of their taxes. I also enjoy hosting “lunch and learns.” I use these sessions to foster a personal connection with my clients and educate them about changes in tax laws.
My husband and I have four kids and a dog and absolutely love our lives! He is very supportive of me and my business, and I couldn’t do this without him. When I’m not working with my clients, most of my time is spent running my kids around to their activities. During my free time, I enjoy cooking, baking, and traveling. I have really learned to enjoy running and sign up for races almost every month out of the year – ranging from 5ks to 10 milers. I also enjoy playing softball during the summer and fall months!
Kolby Wolff
Kolby joined Wood CPA in February 2023. Fun fact, she and Angie worked at another firm together years ago when they were both getting started in their careers.
Kolby’s responsibilities include working directly with small businesses and nonprofits doing their monthly accounting, payroll, and sales tax. Outside of work, Kolby enjoys reading, baking, and spending time with her husband and children.
Dalton Drost, CPA
Dalton joined the Wood CPA team in August 2023. He had about a year of experience at Ernst & Young, after graduating from the University of Minnesota Duluth. He flew through the CPA exam in record time!
Dalton’s responsibilities are all things tax-related. He helps with year-end tax planning and tax return preparation. He dives into all research projects and is eager to learn. Outside of work, Dalton enjoys playing basketball, exploring areas outside (parks, hiking trails, etc.), being at the gym, going for walks, watching movies, and playing games.
Megan Wieseler
Megan came on board in November 2023. Megan is the go-to for all questions, including (but not limited to) billing, status of tax return preparation, and proposals. She keeps everyone on task and ensures that nothing slips through the cracks.
In her free time, Megan enjoys all things related to dance! She also loves attending sporting events, movies, and spending time with family and friends.
Name: Rochelle Simonson
Position: Bookkeeper
What are you most excited about regarding your position?:
To do what I love (bookkeeping) and get more experience and comfortable with it.
What are your hobbies/interests outside of work?:
Hanging out with family and friends, drinking coffee, volleyball, outdoor activities, travelling, and church functions.
CPA License in the State of MN
Member of the Minnesota Society of CPAs
Member of the American Institute of CPAs
What We Provide for Our Clients
CARE
You are not just a number. We care about clients and their families and take an interest in their lives.
RESPONSIVENESS
When clients have questions, they can expect a timely response from me. Let's face it, taxes and accounting aren't people's favorite issues to deal with, so I help them solve their problems quickly so they can move on.
PROACTIVENESS
I like to know what goals the client has so I can help achieve them. The goals can be a wide range including: reducing taxes, saving money for college, selling their business, planning for retirement, etc. Working with clients throughout the year and being proactive helps avoid surprises when the returns get filed.
Our Values
These are values we hold for our clients as well as
all employees at Wood CPA:
- Compassionate
- Honesty and Integrity
- Accountability
- Respectfulness
- Responsiveness
- Professionalism
Our Mission
Our mission is to provide trustworthy tax advisory and preparation services for each one of our clients so they can focus on doing what they do best.