Business Details
Your Trusted Partner for Accounting and Tax Solutions
Westax is a full-service accounting firm licensed across all states, dedicated to providing comprehensive financial solutions for business owners, executives, and independent professionals. With a focus on tax compliance, strategic planning, and IRS representation, our team combines deep industry expertise with personalized service to help clients minimize tax liabilities and optimize financial outcomes. Our professionals hold prestigious certifications such as Enrolled Agent (EA), CERTIFIED FINANCIAL PLANNER (CFP), and Accredited Investment Fiduciary, ensuring clients receive authoritative guidance tailored to their unique needs.We prioritize transparency, client education, and proactive problem-solving, fostering long-term relationships built on trust and measurable results. Our commitment to excellence is reflected in our track record of resolving complex tax issues, offering QuickBooks expertise, and delivering customized financial strategies that empower individuals and businesses to achieve lasting financial security.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Services
Business Accounting
Highlights and features
- We offer over 20 years of combined experience in tax and financial planning.
- Our team includes certified experts with specialized training in IRS representation.
- We provide personalized solutions for complex tax and accounting challenges.
- We prioritize client education and transparent communication.
- We combine QuickBooks expertise with strategic financial advisory services.
Associations and certifications
- Enrolled Agent (EA)
- CERTIFIED FINANCIAL PLANNER (CFP)
- Accredited Investment Fiduciary
What people say
Exceeded expectations
Professional expertise
Instrumental in our success
Outstanding service
Trusted advisor
Services
Tax Preparation
Our tax preparation service ensures accurate, compliant filings tailored to individual and business needs. We identify deductions and credits to minimize liabilities while avoiding common pitfalls. Clients benefit from electronic filing, refund optimization, and year-round tax strategy consultations.
Tax Planning
We design proactive tax plans to legally reduce liabilities through income deferral, deduction maximization, and entity structuring. Our strategies address estate, investment, and retirement planning, ensuring long-term financial efficiency aligned with evolving tax laws.
IRS Audit Representation
We handle IRS audits from start to finish, protecting clients from penalties and stress. Our experts negotiate with auditors, compile documentation, and resolve disputes, ensuring compliance while safeguarding financial interests and business continuity.
QuickBooks Services
We provide QuickBooks setup, training, and troubleshooting to streamline financial management. Our services include bookkeeping cleanup, payroll integration, and customized system configurations, empowering businesses to maintain accurate records and make data-driven decisions.
Business Accounting
Our business accounting solutions cover cash flow management, payroll, and strategic planning. We help firms maintain compliance, improve profitability, and scale operations through tailored financial reporting, budgeting, and succession planning expertise.
People
Nathan Ihm
Enrolled Agent & Accredited Investment Fiduciary
Nathan manages client investments and tax strategies with a decade of experience. He holds a Master's in Education and specializes in reducing tax burdens through personalized financial planning.
Ryan Reichert
CERTIFIED FINANCIAL PLANNER & Enrolled Agent
Ryan focuses on complex business tax solutions and affluent taxpayers. He teaches tax professionals nationwide and holds the CFP designation, emphasizing holistic financial quarterbacking for client success.
Karen Joyner
Tax Professional
Karen specializes in IRS audit representation and tax preparation, with over 30 years of experience. She joined Westax in 2017 after running her own practice, prioritizing client advocacy and compliance.
Craig Fujisue
Enrolled Agent & Certifying Acceptance Agent
Craig assists business owners with tax challenges and IRS representation. A former Marine and business owner, he brings practical insights and multilingual support to small and medium enterprises.
Juliette Theriac
Accountant
Juliette handles bookkeeping, payroll, and tax preparation. With a Penn State accounting degree, she provides precise financial management for businesses across industries, emphasizing operational efficiency.
Questions
What tax services does Westax offer?
We provide tax preparation, planning, IRS audit representation, back tax resolution, and QuickBooks integration for individuals and businesses.
How can Westax help with IRS audits?
Our team handles all audit communications, documentation, and negotiations to minimize penalties and resolve disputes efficiently.
Do you offer QuickBooks support for small businesses?
Yes, we offer QuickBooks setup, training, and troubleshooting to streamline accounting processes and improve financial accuracy.
What makes Westax different from other accounting firms?
Our certified experts combine decades of experience with personalized service, focusing on proactive tax strategies and client education.
