Diann S. Wood, EA
Tax Manager
Diann, an Enrolled Agent, brings over 20 years working in various areas of accounting with the last 15 years in public accounting. She became an Enrolled Agent with the IRS in January 2011. Enrolled Agent is one of the highest credentials the IRS awards. As an enrolled agent she earned the privilege of preparing tax returns and representing taxpayers before the IRS. She works closely with individuals and small business owners to help them achieve growth and succeed by incorporating tax planning throughout the year.
She is a member of the National Association of Enrolled Agents, Florida Society of Enrolled Agents and a National Tax Practice Institute Fellow. Diann lived in Venice for almost 20 years before moving to South Carolina for a brief period to assist family. While in South Carolina, she worked as a Tax & Accounting Manager at one of the top growing CPA firms in Greenville. She moved back to Venice in 2022, to the place she calls home. She grew up in Wadsworth, Ohio and studied at Akron University. When not working, Diann and her husband, Eric enjoy spending time outdoors and with their Catahoula Leopard Dogs, Harvey & Madi.
We consider our Services a Family Office. Family Offices are reserved for business owners and families to create a team to manage their businesses, finances, and financial legacy. VMG Financial is a Multi-Family Office approach serving the underserved small businesses and families in America.
Usually…
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CPAs
CPAs are usually historians and accounting for your numbers in the past. Our CPAs provide you with forward looking tax plans.
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Financial Advisors
Many financial advisors charge a 1% fee and rely on a buy-and-hold strategy without actively protecting your investments. We believe the best return comes from reinvesting in your business or managing your wealth for your family and legacy. Our proactive approach adjusts to market conditions, offering more flexibility and growth potential.
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Attorneys
Attorneys set up your entity and you usually never talk to them again. We partner with attorneys to ensure your family and business get the best legal benefit of all structures.
Our CPAs, Financial Advisors and Attorneys work on your behalf.
We call our approach the Triangle Wealth…
Our Family Office Services
Including, but not limited to:
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Tax Preparation
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Business/Real Estate Tax Incentives
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Financial Advisory
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Business Expansion
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Retirement Planning
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Insurance Planning
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Sales Consulting
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Estate Planning