Dedicated to Personalized and Responsive Service
Our services encompass nearly every aspect of financial life. Our services include the following:
Tax Return Preparation
Our firm offers tax return preparation services to ensure that your returns are filed on time and accurately. We prepare all types of personal and business tax returns, including Forms 1040, 1120, 1120S, 1065, 990, 706, and 1041.
IRS Notice Resolution
One of the most stressful situations that can happen to an individual or a business is an issue with the IRS. We can assist you in all phases of resolving your situation with the IRS in the most efficient way possible.
Business Consulting
All business owners have questions, and situations will arise when a trusted advisor is needed. We strive to be that advisor for our clients. We are available and specialize in the issues facing small businesses. Questions such as choosing an entity type, ownership structure, and budgeting are only a few of the issues we assist small businesses with every day.
Bookkeeping
Owning a small business can be stressful and busy. If you need bookkeeping, Rob Westlake can prepare your books for the year and help you stay on top of them with a system that is easy to use.
CFO Services
When a higher level of interaction is needed and the questions become more involved and nuanced, we can provide an outsourced CFO option. Rather than incur the cost of hiring a full-time employee, our outsourced CFO services are designed to keep your costs down and provide the support your business needs.
Individual Taxes
We simplify the tax process with professional, detail-oriented services designed around your unique needs. We’ll make sure that your return is prepared accurately and with your best financial interests in mind.
Forensic Accounting & Litigation Support Services
Robert W. Westlake, CPA has both Certified Public Accountants and Certified Fraud Examiners who can assist with any type of forensic accounting or litigation support engagement.
