Douglas Woodcox is a Senior Manager at Sorren, with over 30 years of experience serving individuals, trusts, and estates through both private sector and public accounting roles. Doug specializes in trust and estate taxation, guiding clients during some of the most emotionally difficult times of their lives. He’s known for helping clients navigate complex compliance matters with empathy, clarity, and deep technical knowledge. Doug also brings a practical, hands-on perspective gained from years of experience in the industry, which informs his approach to problem-solving and client service. He supports high-net-worth individuals and families with estate tax planning, multi-year filings, and IRS resolution matters, and enjoys researching complex tax issues to craft solutions that are both technically sound and grounded in real-world application.

Doug lives in Northern California and enjoys reading, staying active, and exploring local trails.

Education:

• Bachelor of Arts in Business Administration – Sonoma State University

Professional Designations / Civic Associations:

• Certified Public Accountant – California
• American Institute of Certified Public Accountants (AICPA)