Description:
Having worked in various industries for more than three decades including construction, retail, publishing, consumer goods, and non-profit organizations, I possess the accounting and tax expertise that distinguishes me from others. My approach involves tailoring solutions that address clients' needs while minimizing costs.
I take pleasure in interacting with my clients and evaluating their financial requirements. Whether it involves personal tax, business payroll, or bookkeeping-related matters, I thrive in listening attentively and devising optimal strategies to forge ahead.
Special tax situations:
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Service location:
Remotely
Service Reviews
4.2
28 reviews
MN
Michael N.
Wes exhibited exceptional professionalism and expertise. Our engagement with him entailed preparing my individual and corporate tax return for the year 2016, and availing his assistance with the bookkeeping of my small enterprise. Amid my low-level accounting proficiency, he remained composed and imparted his knowledge in an understandable manner. Without reservation, we endorse him and will persist in entrusting our accounting and tax obligations to him in the future.
March 8, 2023
DR
David R.
Wes displayed great assistance, speedy work, high intellect, and professionalism. He imparted valuable tax guidance and quickly provided us with our refund. We certainly plan to collaborate with him in future endeavors.
December 1, 2022
NS
Nicole S.
Wes presents himself as both friendly and proficient in his work. He simplifies my already frenzied routine by meeting with me at my residence. Moreover, he left no queries of mine unanswered and even enlightened me on subjects unbeknownst to me. I wholeheartedly endorse him to those seeking a tax specialist and undoubtedly plan on utilizing his services for any future accounting necessities.
May 22, 2022
JW
John W.
Wes demonstrated exceptional expertise by clearly outlining the necessary actions and taking the effort to guide me through the entire process to ensure that my business accounting was on track. He is undoubtedly a true professional.
May 17, 2022
JW
Jonathan W.
Wes is not known for his promptness in answering his phone, which may be due to the fact that he often takes on more work than he can handle alone. During his tenure as our accountant, Wes overlooked processing our payroll during the second week, and currently, he has similarly overlooked a week while distributing our W-2s. Overall, our experience with Wes has been disappointing, and we regret having expended so much time and effort.
January 31, 2022