Business Details
19 Years
experience
Your Trusted CPA Partner in Santa Monica, CA
At WES CPA, we are dedicated to providing small business owners with accurate accounting services, strategic tax planning, and personalized financial guidance. With offices in Santa Monica and Westlake Village, our firm has built a reputation for delivering tailored solutions that help clients maximize revenue while minimizing financial complexities. Our team combines deep industry experience with a commitment to client relationships, offering expertise in real estate, entertainment, hospitality, and more.We prioritize transparency, accessibility, and proactive communication, ensuring clients receive timely and actionable insights. By handling accounting, payroll, and tax needs, we empower business owners to focus on growth while maintaining compliance and financial clarity.
Services
Small Business Accounting
Tax Planning
Payroll Services
Wealth Management
IRS Problem Resolution
Details
- Year established: 2007
Highlights and features
- We specialize in accounting for diverse industries including real estate and entertainment.
- Our team provides personalized service with a focus on long-term client relationships.
- Free initial consultation to tailor solutions to your business needs.
- Local expertise serving Santa Monica and Westlake Village communities.
- Comprehensive services covering accounting, tax planning, and wealth management.
What people say
Stellar reputation
Unparalleled customer support
Tailored financial solutions
Proactive communication
Industry expertise
Services
Small Business Accounting
Our Small Business Accounting service offers tailored financial solutions to streamline operations. We handle bookkeeping, financial reporting, and cash flow management, ensuring accuracy and compliance. With expertise in industries like real estate and hospitality, we provide actionable insights to help businesses optimize revenue and focus on growth.
Tax Planning
Tax Planning services focus on minimizing liabilities while maximizing savings. We analyze business structures, deductions, and credits to create strategic plans aligned with long-term goals. Our proactive approach ensures compliance with evolving regulations, helping clients retain more of their earnings through year-round tax optimization.
Payroll Services
Payroll Services ensure accurate and timely employee payments and tax filings. We manage payroll processing, tax withholdings, and compliance with federal and state regulations. This service reduces administrative burdens, allowing businesses to focus on operations while maintaining employee satisfaction and regulatory adherence.
Wealth Management
Wealth Management services help clients preserve and grow assets for retirement and future generations. We develop customized strategies for investment management, estate planning, and risk mitigation. Our goal is to maintain clients' lifestyles while ensuring financial security through disciplined, long-term planning.
IRS Problem Resolution
IRS Problem Resolution addresses tax disputes, audits, and debt settlements. We represent clients in negotiations with the IRS, resolving issues like back taxes, liens, and payment plans. Our expertise reduces penalties and stress, restoring financial stability through compliant, effective solutions.
People
William Sweeney
Founder
William Sweeney, a California State University, Northridge graduate, brings extensive experience in real estate and tax analysis to WES CPA. He focuses on building client trust through accessible, strategic financial guidance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and tax planning tailored to small businesses in industries like real estate and hospitality.
How can tax planning benefit my business?
Our tax planning identifies deductions and strategies to minimize liabilities while ensuring compliance, helping you retain more revenue for growth.
Do you serve businesses outside Santa Monica?
Yes, we serve clients in Westlake Village and surrounding areas with the same personalized service as our Santa Monica clients.
What is your approach to IRS problem resolution?
We negotiate with the IRS to resolve tax debts, audits, and liens, reducing penalties and restoring financial stability through compliant solutions.
How do I schedule a free consultation?
Call 805-405-6510 or use our online form to request a free consultation and discuss your accounting needs.
