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Office Hours
*Our physical Westlake office is open Monday – Thursday from 9:00 AM to 4:00 PM. Fridays are available by appointment only. Phone support is available beyond these hours, so please don’t hesitate to call.
*To ensure the best experience and any one-on-one needs, we recommend you pre-schedule for in-person visits. We’re also happy to arrange phone or Zoom/Teams meetings, which can offer additional flexibility.

2023 Form W-9 & 1099 Reminder

2023 Form W-9 & 1099 Reminder It is that time of year when you need to start preparing for issuing 1099-NECs and 1099-MISC. Early preparation assists you (or us if we are preparing on your behalf) in making sure your 1099s are prepared accurately and filed timely....

When to Call: Common Situations that Require a Tax Review

When to Call: Common Situations that Require a Tax Review Taxes can affect many areas of your life. Here are some common situations when you’ll want to schedule a tax review. Something changed in your life A change in your life could mean significant changes in...

Pull Your Property Taxes Back Down to Earth

Pull Your Property Taxes Back Down to Earth Higher property tax bills have accompanied the rising market values of homes over the past several years. If your property taxes have reached the stratosphere, here are some tips to knock them back down to earth. What is...

Common Tax Questions: What everyone is wondering

Common Tax Questions: What everyone is wondering During tax season, there are a number of areas that generate questions. Here are five of the most common and their answers. But like most things, there can be exceptions, so if in doubt, always ask for help. Are my...

Never Take on the IRS Alone!

Never Take on the IRS Alone! Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. Here are reasons you should seek professional help as soon as you receive a letter from the IRS: IRS auditors do this for a...

Make Your Child’s Summer Break a Tax Break!

Make Your Child’s Summer Break a Tax Break! As a busy working parent, you may be on the lookout for activities that are available for your kids this summer. There may be a solution that’s also a tax break: Summer camp! Using the Child and Dependent Care Credit,...