Meet your Beyond 4/15 Coaching team. We are here to help you every step of the way.

Your Horizon Planning/Tax Consulting Team looking beyond 4/15

Demi Woodson, CTEC

Demi Woodson is a Coach and Practice Management expert with Horizon Planning Tax & Bookkeeping Services.  She has 30 years of experience in operating and growing her parents’ 40-year-old successful tax business.

Demi created her Tax Preparer Support Group – a private community of like-minded tax professionals seeking and offering support to others in the industry.  Her passion is to provide quality support and education to tax professionals. This leads to her extremely hands-on approach to moderating the group to keep the culture she has worked to create. 

More recently, Demi launched Beyond 415 Tax Coaching.   In this advanced program, she teaches other tax professionals how to build, grow, and scale their business through operations and strategies to create a successful, full-service, year-round tax practice.  She loves helping other tax preparers learn how to think beyond the deadline to create the career and practice they want! 

Chuck Woodson, EA

Chuck began his tax preparation career in 1977 as a part-time preparer to earn a little extra money. In the over 40 years since, he has prepared taxes, provided audit representation and tax resolution along with helping other tax preparers upgrade their skills and develop their businesses.

Chuck’s passionate about the professional quality of the preparation industry and strives to help all preparers develop their “A” game.  He has created and presented numerous training programs from entry level (CTEC certified classes in California) to advanced workshops for experienced preparers.

As part of the Beyond 4/15 Coaching program, Chuck provides guidance for tax preparers in making their business stand out while attracting high-quality clients in the process.  His focus on one-on-one training sessions is getting preparers to the top of their field in skills and success.

D. Elaine Woodson, EA

Elaine has been preparing tax returns for over 40 years alongside her husband, Chuck. She focuses on individual tax returns with all degrees of complexity and specializes in business and non-profit returns.  Her extensive background in bookkeeping makes her an expert for our students!

Elaine has a passion for teaching taxes to other preparers. Combined with her knowledge, she is the popular instructor for local tax groups. Beyond 415 Tax Coaching provides Elaine even more mentoring opportunities to help tax professionals.

Although Elaine keeps busy preparing tax returns, teaching, and being an active owner in Horizon Planning Tax and Bookkeeping Service, she still makes time to volunteer on the Board of Directors for the California Society of Tax Consultants.

In her after-tax teaching and preparation time, Elaine enjoys time with her children, grandchildren, and great-grandchildren.