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Westward Financial & Tax Relief

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10 User Reviews

6.7

Overall Score

Westward Financial & Tax Relief is located in Westlake Village, California, and led by enrolled agent David Webster. The company offers a variety of services, including but not limited to bookkeeping, financial statements, IRS representation, Offers in Compromise, and help with levies and seizures. 

Westward Financial & Tax Relief promises to speak directly to the IRS, determine the best solution and timeline for its clients’ tax issues, stop any enforced collection activity that it can, and resolve its clients’ cases.

The company offers several resources on its website, including tax rates and due dates, IRS forms, online payment, a client portal, and a quarterly informational newsletter.

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The Good

  • Wide Range of Services Offered
  • Services Several Industries
  • Enrolled Agent Available and Contracted Attorney Available
  • Free Consultations

Westward Financial & Tax Relief has much to offer its customers in the range of tax services it provides, from general accounting to help resolving a wide variety of tax problems. Westward Financial & Tax Relief has at least one enrolled agent available to help clients, providing a higher level of expertise and more options for tax relief solutions than firms that don’t employ enrolled agents. It also offers a free initial consultation.

Wide Range of Services Offered

Westward Financial & Tax Relief offers a number of services to fit your needs and help you with your finances. Some unique and/or helpful ones are listed below.

IRS Tax Problems Help

The company knows it can be a challenge to know how to deal with the IRS and successfully complete your taxes. It can help you with any of the following problems related to the IRS: wage garnishment, bank levies, threatening letters, IRS audit notifications, non-filing, back taxes, liens, offers-in-compromise, IRS seizures, and innocent spouse relief.

Audit, Review, and Compilation Services

The company prides itself on its research approach to your financial situation. It will take the time to truly understand your situation and industry, then provide services and recommendations tailored to your needs. It will consider all stakeholders involved when helping you through an audit or completing a company financial review.

Tax Preparation and Accounting Help

Westward Financial & Tax Relief is qualified to help prepare tax returns in all 50 states. This includes the preparation of individual or business tax returns, gift and estate tax returns, and partnership and corporate taxes. Other services offered include estate and succession planning, tax and education planning, out-of-state returns, and taxes for business start-ups.
As an added bonus, the company also offers virtual tax preparation. Essentially, all of the above services can be provided virtually for clients across the country.

Services Several Industries

In addition to providing tax and financial services to individuals, Westward Financial & Tax Relief has expertise in a number of industries and can provide consulting, audit, and tax help to companies.
Some prominent industries that the company has worked with include real estate, architecture, engineering, landscaping, and plumbing. The company is equipped to help business at all levels of financial planning and tax preparation. It can supply business valuations, ensure compliance with federal regulations, and provide guidance for mergers and acquisitions, among many other services. 

Enrolled Agent and Contracted Attorney Available

David Webster, president of the company, is an enrolled agent, making him a federally licensed tax practitioner with unlimited rights to represent taxpayers before the IRS. There are stringent standards for enrolled agents to maintain their licenses, including completing 72 hours of continuing education every three years. Working with an enrolled agent offers clients seeking tax relief services a lot of expertise and options for potential solutions.

In addition to having an on-site enrolled agent, the company also has a contracted attorney available to help you through any legal questions related to tax relief or general financial questions. 

Free Consultations

The initial no-cost consultation allows potential Westward Financial & Tax Relief clients to get information from the company’s tax professionals before committing to pay for their services. 

You can submit your email, name, and message on Westward Financial & Tax Relief’s website in order to request a consultation or to express any questions or concerns. Plus, the company offers a number that you can use to contact it directly and receive an immediate response if one is needed. 

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The Bad

  • Limited Online Information
  • Only One Location Available

Westward Financial & Tax Relief’s website contains very little information, making it difficult for potential clients to know what to expect before contacting the company. The company also has only one known location, in Westlake Village, California.

Limited Online Information

The company’s website has no information about the average cost of the company’s services, its minimum debt requirement, how long it’s been in business, or how many enrolled agents — or other types of tax professionals — it employs. 

The lack of pricing information may be due to the fact that pricing at a financial service company is largely dependent on individual circumstances and needs of the customer. Thus, it is easier to simply contact the company and obtain a quote than it is to look at a general pricing structure and determine what you would be paying yourself.

Only One Location Available

Westward Financial & Tax Relief has only one physical location in California. For customers wishing to meet with a financial consultant in person, this is a drawback that may make it harder for them to take advantage of the company’s tax relief services.

That being said, it should be noted that the company can and does service all states, and it has a secure portal to do so. Clients not physically located in California can choose to use either mail or email communication with the company, and can always call and speak to a consultant if they have any questions or concerns.

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The Bottom Line

Despite the lack of information about Westward Financial & Tax Relief’s prices, debt requirements, and years of experience, the company provides help with a broad assortment of tax issues, employs at least one enrolled agent and contracted attorney, and offers a free initial consultation, making the firm worth considering alongside other tax relief services.

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10 Reviews

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Frank R Los Angeles, CA

Found Dave and a he did a fanatic job on our Offer and Compromise with the IRS. We had dealt with the IRS on our own and was paying a crazy amount of money on our back taxes. Dave figured out that we were paying too much and worked an offer. We couldn't have gotten such a fanastic offer on our own. Thank you so much for giving us a much needed relief of years and I mean years of dealing with the IRS. Frank

9 months ago

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Reply from Westward Financial & Tax Relief

Frank, Thank you for your kind words and we are certainly proud that we were able to bring such a positive resolution to your case! -Staff Westward Financial & Tax Relief, Inc.

Oct. 1st, 2020

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Missy0724 Ventura, CA

David was amazing! I tried doing my own taxes and was supposed to pay $150 so I reached out for help. Dave worked my numbers and got my husband and I $8,000 back+. I will not be going anywhere else moving forward. Customer service was amazing, friendly and the process was very time efficient.

10 months ago

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Reply from Westward Financial & Tax Relief

Missy- Thanks for your kind words. We look forward to assisting you and your husband in the future! Staff- Westward Financial & Tax Relief, Inc.

Sep. 2nd, 2020

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DJP Burbank, CA

The staff at Westward Financial are very knowledgeable and easy to talk to. That helped me through a situation that would have been impossible to handle on my own. They came highly recommended from a friend and I am sure glad I made the decision to contact them and use their services.

10 months ago

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Reply from Westward Financial & Tax Relief

DJP, Thank you for your kind word and endorsing our company. -Staff Westward Financial & Tax Relief

Aug. 27th, 2020

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Melissa Smith Ventura, CA

My overall experience was exceptional! Mr. W delivered materials in timely fashion and was very professional. I would recommend to any of my family and friends. Melissa Smith

10 months ago

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Reply from Westward Financial & Tax Relief

Melissa, Thank you for your kind words of endorsement. Staff- Westward Financial and Tax Relief, Inc

Sep. 19th, 2020

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Patrick Maher Oxnard, CA

After doing my own taxes and paying way to much taxes I reach out to Westward financial & Tax Relief. Dave was extremely helpful and I look forward to Working with him on next years tax return.

10 months ago

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Reply from Westward Financial & Tax Relief

Patrick, Thank you for your kind words of endorsement. -Staff Westward Financial & Tax Relief, Inc.

Sep. 14th, 2020

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Cheryl kreul Irvine, CA

Exceptional service. They are one step ahead and provide a service that surpasses other companies that claim to help with tax relief. I highly recommend this company to anyone that needs financial assistance.

10 months ago

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Reply from Westward Financial & Tax Relief

Cheryl, Thank you for you kind words and endorsing our company -Staff Westward Financial & Tax Relief

Aug. 27th, 2020

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Kaylee Rodriguez Los Angeles, CA

Westward dealt with my payroll tax issues and always responded to emails and questions. They were professional, honest and finally I can sleep at night knowing my IRS issues are behind me. THANKS WESTWARD!

10 months ago

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Reply from Westward Financial & Tax Relief

Kaylee, Thank you for your kind words of endorsement. -Staff Westward Financial and Tax Relief

Aug. 27th, 2020

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Kyle Robinson Los Angeles, CA

I can't say enough good things about Westward Financial. They are wonderful! They answered all my questions and saved me a ton of money.

10 months ago

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Reply from Westward Financial & Tax Relief

Kyle, Thank you for your kind words of endorsement. Staff, Westward Financial & Tax Relief, Inc.

Sep. 14th, 2020

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Tatum Ventura, CA

Dave is a great help! It was fast and easy I would 100% recommend Westward Financial!

10 months ago

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Reply from Westward Financial & Tax Relief

Tatum, Thank you for your kind words and endorsing Westward.

Sep. 4th, 2020

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Christine Maher Los Angeles, CA

Westward Financial was really helpful with our questions.

10 months ago

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Reply from Westward Financial & Tax Relief

Christine, Thank you for your kind words of endorsement. Staff- Westward Financial & Tax Relief, Inc.

Sep. 14th, 2020

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