Finance and Accounting Services

in Lakeland & Plant City, FL

Robert W. Westlake, CPA offers a comprehensive range of financial and accounting services tailored to meet the unique needs of individuals and businesses in Lakeland, Plant City, and beyond. From meticulous tax return preparation and IRS notice resolution to comprehensive business consulting and bookkeeping services, our team is dedicated to providing personalized, responsive support. Whether you need help with Quickbooks, individual taxes, or forensic accounting and litigation support, we ensure accuracy and efficiency at every step. Trust Robert W. Westlake, CPA to simplify your financial life and guide you toward success. 


Contact us today to learn more about our services and how we can assist you!

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.

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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.

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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.

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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.

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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.

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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.

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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.

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