Browse Our Frequently Asked Questions
Choosing the right certified public accountant (CPA) is an important decision for individuals and businesses. At Robert W. Westlake, CPA, we provide comprehensive tax planning, finance consulting, and accounting services designed to help you stay compliant, reduce tax liability, and make informed financial decisions. Below are answers to some of the most common questions we receive about our services and how we support our clients year-round. Contact us today to schedule a consultation. We proudly serve the Plant City and Lakeland, FL areas.
What does a certified public accountant do?
A certified public accountant (CPA) is a licensed financial professional who provides services such as tax return preparation, bookkeeping, accounting, tax planning, and financial consulting. CPAs are also qualified to represent clients before the IRS.
Do you provide tax return preparation for individuals and businesses?
Yes. We offer professional tax return preparation for individuals, small businesses, corporations, partnerships, and LLCs. Our goal is to ensure accuracy, compliance, and maximum allowable deductions.
What are tax planning services?
Tax planning services involve proactive strategies to minimize tax liability throughout the year, not just at tax time. Proper tax planning helps individuals and businesses make smarter financial decisions and avoid surprises.
Can you help resolve IRS notices or tax issues?
Absolutely. We specialize in IRS notice resolution, helping clients respond to audits, penalties, back taxes, and other IRS correspondence. We act as your advocate and communicate directly with the IRS on your behalf.
What bookkeeping services do you offer?
Our bookkeeping services include transaction recording, bank reconciliations, financial statement preparation, and ongoing account maintenance. Accurate bookkeeping is the foundation of effective financial management.
How can business consulting services help my company?
Our business consulting services help business owners improve profitability, manage cash flow, streamline operations, and plan for growth. We work closely with you to develop data-driven strategies.
What is included in your finance consulting services?
Our finance consulting services include financial analysis, budgeting, forecasting, cash flow management, and strategic planning. These services help clients make informed long-term financial decisions.
Do you work with small and mid-sized businesses?
Yes. We specialize in serving small to mid-sized businesses across various industries, providing scalable accounting services, tax support, and business advisory solutions.
What are litigation support services?
Litigation support services assist attorneys and clients with financial analysis related to legal matters. This may include expert reports, damage calculations, forensic accounting, and testimony support.
How often should I meet with my CPA?
We recommend meeting at least annually for tax planning, but many clients benefit from quarterly or monthly meetings, especially business owners using ongoing accounting and consulting services.
Can you help with tax issues beyond filing returns?
Yes. In addition to tax return preparation, we assist with tax planning, IRS notice resolution, amended returns, estimated tax payments, and long-term tax strategies.
Why should I outsource accounting services instead of doing them myself?
Outsourcing accounting services saves time, reduces errors, improves compliance, and gives you access to expert financial insight, allowing you to focus on running your business.
How do I get started with your CPA services?
Getting started is easy. Contact us through our website or schedule a consultation to discuss your needs. We’ll recommend customized solutions tailored to your financial goals.