Business Details
Trusted Accounting and Tax Services in Coronado, CA
Westax is a full-service accounting firm dedicated to providing exceptional financial services through three core principles: professionalism, responsiveness, and quality. Our team of Enrolled Agents, Certified Financial Planners, and tax experts brings decades of combined experience in tax preparation, strategic planning, and IRS representation. We specialize in serving individuals, executives, and small businesses with personalized solutions that optimize tax savings, ensure compliance, and enhance financial security.Our commitment to continuous education ensures clients receive up-to-date advice on evolving tax laws and financial strategies. With a focus on building long-term relationships, we act as trusted advisors to help clients achieve their financial goals while maintaining the highest standards of ethical practice.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Setup
Business Accounting
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services.
- Our team includes federally licensed Enrolled Agents and Certified Financial Planners.
- We provide personalized financial strategies tailored to individual client needs.
- Our IRS audit representation ensures expert handling of tax controversies.
- We combine technical expertise with a client-focused approach to financial planning.
Associations and certifications
- Enrolled Agent (EA)
- Certified Financial Planner (CFP)
What people say
Detailed answers
Professional approach
Excellent work
Tax problem resolution
Long-term service
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We identify all eligible deductions and credits to minimize liability while maintaining compliance with current tax codes. Our team handles complex returns for high-net-worth individuals and businesses with specialized needs.
Tax Planning
We develop proactive tax planning strategies to legally reduce long-term tax liability. Our services include income deferral techniques, entity structuring, and retirement planning optimization. We focus on multi-generational wealth preservation and estate tax minimization for affluent clients.
IRS Audit Representation
Our federally licensed Enrolled Agents provide comprehensive IRS audit representation. We handle all communication with tax authorities, negotiate settlements, and implement resolution strategies for back taxes, liens, and wage garnishments. Our goal is to protect client interests while minimizing financial exposure.
QuickBooks Setup
We provide complete QuickBooks setup and implementation services for small businesses. Our experts configure chart of accounts, establish financial reporting systems, and train staff on software functionality. We ensure accurate financial tracking and compliance with tax requirements through customized accounting solutions.
Business Accounting
Our business accounting services include cash flow management, payroll processing, and financial statement preparation. We offer strategic planning for business growth, succession planning, and tax-efficient entity structuring. Our team provides ongoing advisory services to support informed business decisions.
People
Nathan Ihm
Enrolled Agent
Nathan Ihm is an Enrolled Agent and Accredited Investment Fiduciary with 10 years of experience managing investments and reducing tax burdens for clients. He holds a Master's degree in Education and specializes in tax-efficient investment strategies.
Ryan Reichert
Certified Financial Planner
Ryan Reichert is a CERTIFIED FINANCIAL PLANNER and Enrolled Agent with expertise in complex small business arrangements and affluent taxpayer planning. He teaches tax professionals about new tax laws and strategies to benefit clients.
Karen Joyner
Tax Professional
Karen Joyner has over 30 years of tax and accounting experience, specializing in audit representation and complex tax return preparation. She joined Westax in 2017 after operating her own successful tax practice for 25 years.
Craig Fujisue
Enrolled Agent
Craig Fujisue is an Enrolled Agent and Certifying Acceptance Agent with experience in business tax challenges. A former business owner and Marine Corps veteran, he specializes in helping small to medium businesses with tax compliance and financial planning.
Alin Norouzifar
Enrolled Agent
Alin Norouzifar is an Enrolled Agent with experience preparing individual, corporate, and trust tax returns. He specializes in IRS representation and provides personalized tax solutions for clients seeking financial stability.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax services including preparation, audit representation, and strategic planning to minimize liability while maximizing refunds.
How can you help with IRS audit issues?
Our Enrolled Agents handle all IRS audit communications, represent clients during proceedings, and negotiate settlements to resolve tax controversies efficiently.
Do you offer QuickBooks setup and training?
Yes, we provide complete QuickBooks setup, customized accounting system configuration, and staff training to ensure accurate financial management for small businesses.
What areas do you serve?
We primarily serve Coronado and San Diego, CA, with virtual services available for clients nationwide through secure online portals.
Are your services available for businesses?
Yes, we offer business formation, accounting, payroll processing, and strategic planning services tailored to small and medium-sized businesses' needs.
