YOUR FINANCE & TAX PARTNERS


Smarter Bookkeeping. Stress-Free Taxes.



Smarter Bookkeeping. Stress-Free Taxes.



Smarter Bookkeeping. Stress-Free Taxes.

The biggest hurdle to financial independence isn’t fees, it’s taxes. That’s why Westen Tax is perfectly positioned to step into advisory.

Free Consultation

Trusted by Big & Small brands around the world

PROCESS

Getting Started is easy!

Here's is what to Expect:

Step 1

Talk with our Team

We begin by reviewing your existing Tax, or Bookkeeping, case to identify where our proprietary strategy system—The Westen Wealth Shield™—can create the greatest impact.

Book a Free Call Now

Step 1

Talk with our Team

We begin by reviewing your existing Tax, or Bookkeeping, case to identify where our proprietary strategy system—The Westen Wealth Shield™—can create the greatest impact.

Book a Free Call Now

Step 2

Submit with Confidence

We build your custom plan around your goals, keeping your books clean and your refund at its peak — all backed by IRS and FASB-approved expertise.

IRS Approved Provider

Step 2

Submit with Confidence

We build your custom plan around your goals, keeping your books clean and your refund at its peak — all backed by IRS and FASB-approved expertise.

IRS Approved Provider

Step 3

Ongoing Support

After your tax submission, our job isn’t done—we’re with you until IRS approval and beyond. Our bookkeepers keep your business running strong.

Quickbooks Pro Advisor

Step 3

Ongoing Support

After your tax submission, our job isn’t done—we’re with you until IRS approval and beyond. Our bookkeepers keep your business running strong.

Quickbooks Pro Advisor

100

%

Accountants & EA's

250

k+

Total hrs saved

99%

Word of Mouth

PROJECTS

Notable Projects

We handle your accounting and tax needs, so you can focus on creating content, obtaining new clients and growing your business. Check it out:

ARK: The Animated Series

2024

VALORANT

2024

Studio Roqovan & LEGO

2015 - 2022

We've worked with Emmy nominated and Emmy winners, such as Jack Black, Jay Oliva, Madeleine Madden, Michelle Yeoh, Gerald Butler, Raffi Barsoumian and more.

Video Game Marketing

Worked on Episodes 3, 4, 5, 6, and 7 for PC Launch

VR Industry

Worked on a spectrum of projects in the VR space.

PROJECTS

Notable Projects

We handle your accounting and tax needs, so you can focus on creating content, obtaining new clients and growing your business. Check it out:

ARK: The Animated Series

2024

VALORANT

2024

Studio Roqovan & LEGO

2015 - 2022

We've worked with Emmy nominated and Emmy winners, such as Jack Black, Jay Oliva, Madeleine Madden, Michelle Yeoh, Gerald Butler, Raffi Barsoumian and more.

Video Game Marketing

Worked on Episodes 3, 4, 5, 6, and 7 for PC Launch

VR Industry

Worked on a spectrum of projects in the VR space.

Services Built for You

Up-to Date Knowledge: Consistent Monitoring new rules & regulations

Creator Focused Expertise: Deep understanding of the unique challenges and opportunities business owners face

Tailored Financial Strategies

We apply proven strategies that lead into smarter decisions and measurable growth.

Tailored Financial Strategies

We apply proven strategies that lead into smarter decisions and measurable growth.

Tailored Financial Strategies

We apply proven strategies that lead into smarter decisions and measurable growth.

Efficient Growth

Work smarter, not harder. Unlock faster results and lower costs with our Proprietary The Westen Wealth Shield™ System.

Efficient Growth

Work smarter, not harder. Unlock faster results and lower costs with our Proprietary The Westen Wealth Shield™ System.

Efficient Growth

Work smarter, not harder. Unlock faster results and lower costs with our Proprietary The Westen Wealth Shield™ System.

Tax Preparation & Filing

Expert Tax Optimization, & Advisory. Simple pricing, and real human support. No More Tax Stress!

Streamlined Communication

Streamlined Communication

Streamlined Communication

Monthly Bookkeeping

Traditional accountants don’t understand business owners — but we do. As Intuit Certified Bookkeepers & ProAdvisors, we handle the finances behind your brand so you can focus on saving, scaling, and shielding. Your success is our mission.

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Business Consulting

With Business Consulting, your brand doesn’t just plan—it transforms. We bring your ideas to life through smart strategy, innovative thinking, marketing, and actionable insights that fuel real growth. From sharpening your vision to building systems that scale, our consulting services turn ambition into results that move your business forward.

Grow your Business Strategically

Bring Your Vision to Life

Free Quote

Grow your Business Strategically

Bring Your Vision to Life

Free Quote

Grow your Business Strategically

Bring Your Vision to Life

Free Quote

CUSTOMERS

Our customers love us

Real feedback from teams and individuals who rely on our expertise to file their income tax or power their business with real and working insights

INTEGRATIONS

About Us

With over 20 years of combined Tax, Advisory and Bookkeeping experience. Westen Tax Group was founded on one simple belief: every client deserves expert guidance, real results, and a personal touch for an affordable price. 

Led by a Military Veteran, Rafael Gottardi, former Deloitte Senior Manager, James Westen, we combine deep technical knowledge with real-world insight across a wide range of industries. From startups, unique companies like Dog Poop Pick Up, Big Name Movie Studios, to high-net-worth individuals, we’ve seen it all — and we know how to deliver solutions that work. 

The Westen Wealth Shield™ System integrates with advanced tools that enable instant communication, encrypted file sharing, and secure management — protecting your tax and business data while keeping your operations running smoothly.

Rafael G.

James W.

The Westen Wealth Shield™: SAVE. SCALE. SHIELD. 

PRICING

Tax Preparation Pricing

Our charges are straightforward and equitable, devoid of hidden fees, upgrading to a customized plan is easy.

Senior Citizen Discount

10% off

Basic - Tax Preparation

$149.00

Flat Fee

Get Started for Free

Basic plan *Includes State Returns

Includes 1040, W-2s, 1099-G, standard deductions, and limited credits (EITC, CTC, student loan interest)

Senior Citizens: 1040-SR, SSA-1099 (Social Security), 1099-R (Retirement), and Schedule R

Perfect for simple individual or senior tax returns

Excludes complex income — no Schedule A, C, D, or E.

Premium - Tax Preparation

Popular

$349.00

Flat Fee

Get Started for Free

Everything in Basic plan Plus:

Priority Service, Unlimited expert help, and Audit Protection

Standard or Itemized deductions, student loans, tuition, and mortgage interest.

Includes HSAs, foreign income, real estate tax deductions, investments (Schedule D) and rental income (Schedule E).

Ideal for Families, Investors, and Homeowners

Self-Employed - Tax Preparation

*$549.00

Starting Price

Get Started for Free

Self Employed / Business Owners

*Sole Proprietorship / Single-Member LLC – Form 1040 + Schedule C

Partnership / Multi-Member LLC – Form 1065

S Corporation – Form 1120S

C Corporation – Form 1120

Senior Citizen Discount

10% off

Basic - Tax Preparation

$149.00

Flat Fee

Get Started for Free

Basic plan *Includes State Returns

Includes 1040, W-2s, 1099-G, standard deductions, and limited credits (EITC, CTC, student loan interest)

Senior Citizens: 1040-SR, SSA-1099 (Social Security), 1099-R (Retirement), and Schedule R

Perfect for simple individual or senior tax returns

Excludes complex income — no Schedule A, C, D, or E.

Premium - Tax Preparation

Popular

$349.00

Flat Fee

Get Started for Free

Everything in Basic plan Plus:

Priority Service, Unlimited expert help, and Audit Protection

Standard or Itemized deductions, student loans, tuition, and mortgage interest.

Includes HSAs, foreign income, real estate tax deductions, investments (Schedule D) and rental income (Schedule E).

Ideal for Families, Investors, and Homeowners

Self-Employed - Tax Preparation

*$549.00

Starting Price

Get Started for Free

Self Employed / Business Owners

*Sole Proprietorship / Single-Member LLC – Form 1040 + Schedule C

Partnership / Multi-Member LLC – Form 1065

S Corporation – Form 1120S

C Corporation – Form 1120

We donate 10% of our Gross Revenue to K9's For Warriors

Feel free to email us for any inquires: Taxes@westentax.com

Bookkeeping Plans

— Transparent Pricing —
Smart Plans for Every Stage of Growth


At Westen Tax, we believe great bookkeeping and accounting services should scale with your business. Whether you’re just keeping things organized, adding more value for clients, or managing a growing enterprise—we’ve got the perfect plan for you. All of our plans are billed weekly. Contact us today for a free consultation.

Choose the Perfect Plan to Power Your Business

Core Plan — Everything you need to run an organized, clean cash-basis close.

✅ Maintain live data feeds into your accounting software

✅ Monthly reconciliation of A/R, A/P, bank, and credit card accounts

✅ P&L, Balance Sheet, and Cash Flow Forecasting

✅ Troubleshooting and dedicated support

✅ 1099 Reporting and Year-End Accounts Management

✅ Weekly Support Sessions

✅ Complete Business Formation Services:

Plus Plan — Perfect for businesses that want more automation, insight, and peace of mind. ⭐ Most Popular

✅ Invoicing solutions with secure credit card and ACH payments

✅ Automated reminders and recurring billing

✅ Full receipt management with one-click financial insights

✅ Quarterly tax estimates and seamless year-end preparation

✅ Online Payroll & HR Solutions available in all 50 states

Scale Plan — For businesses with complex financials and more robust needs.Compliance & Support:

✅ Compliance & Support: Priority service and filing notifications

✅ Tax Filing Included: S Corporation (Form 1120S) or C Corporation (Form 1120)

✅ Advanced Reporting: Strategic insights to drive growth

Core Plan — Everything you need to run an organized, clean cash-basis close.

✅ Maintain live data feeds into your accounting software

✅ Monthly reconciliation of A/R, A/P, bank, and credit card accounts

✅ P&L, Balance Sheet, and Cash Flow Forecasting

✅ Troubleshooting and dedicated support

✅ 1099 Reporting and Year-End Accounts Management

✅ Weekly Support Sessions

✅ Complete Business Formation Services:

Plus Plan — Perfect for businesses that want more automation, insight, and peace of mind. ⭐ Most Popular

✅ Invoicing solutions with secure credit card and ACH payments

✅ Automated reminders and recurring billing

✅ Full receipt management with one-click financial insights

✅ Quarterly tax estimates and seamless year-end preparation

✅ Online Payroll & HR Solutions available in all 50 states

Scale Plan — For businesses with complex financials and more robust needs.Compliance & Support:

✅ Compliance & Support: Priority service and filing notifications

✅ Tax Filing Included: S Corporation (Form 1120S) or C Corporation (Form 1120)

✅ Advanced Reporting: Strategic insights to drive growth

Core Plan — Everything you need to run an organized, clean cash-basis close.

✅ Maintain live data feeds into your accounting software

✅ Monthly reconciliation of A/R, A/P, bank, and credit card accounts

✅ P&L, Balance Sheet, and Cash Flow Forecasting

✅ Troubleshooting and dedicated support

✅ 1099 Reporting and Year-End Accounts Management

✅ Weekly Support Sessions

✅ Complete Business Formation Services:


Plus Plan — Perfect for businesses that want more automation, insight, and peace
of mind. ⭐ Most Popular

✅ Invoicing solutions with secure credit card and ACH payments

✅ Automated reminders and recurring billing

✅ Full receipt management with one-click financial insights

✅ Quarterly tax estimates and seamless year-end preparation

✅ Online Payroll & HR Solutions available in all 50 states


Scale Plan — For businesses with complex financials and more robust needs.Compliance & Support:

✅ Compliance & Support: Priority service and filing notifications

✅ Tax Filing Included: S Corporation (Form 1120S) or C Corporation (Form 1120)

✅ Advanced Reporting: Strategic insights to drive growth

Contact Us For a Quote

Free Consultation

Questions answered

We’re here to help you and solve objections. Find answers to the most common questions below.

Contact Us Now

What Tax Forms Do I typically need to file?

Where do I go to track my return?

Where do I go to pay if I owe taxes?

How much Tax Withholding should I be paying?

How much should I pay for Tax preparation?

Common Bookkeeping Questions?

Do bookkeepers help with taxes?

What are the differences between an EA, CPA, & the typical tax pro from HR Block/Turbo Tax?

What Tax Forms Do I typically need to file?

Where do I go to track my return?

Where do I go to pay if I owe taxes?

How much Tax Withholding should I be paying?

How much should I pay for Tax preparation?

Common Bookkeeping Questions?

Do bookkeepers help with taxes?

What are the differences between an EA, CPA, & the typical tax pro from HR Block/Turbo Tax?

Feel free to mail us for any enquiries : info@westentax.com

Current Open Positions

"We Provide Professional Growth, Work-Life Balance, a Collaborative Client Focused Team Culture, a Unique Reward System, and the Utilization of Secure Modern Tools."

Co-founder - Rafael G.

Tax Preparer (Seasonal & Remote)

• 5 years+ experience in tax preparation, *EA or CPA required *Industry Best Compensation Package • Tax return preparation: Prepare and review federal, state, and local tax returns for individuals and businesses, ensuring accuracy and compliance. • Client communication and support: Inform clients about the tax preparation process, gather all necessary financial documents, and answer tax-related questions. • Compliance and research: Stay current on all changing tax laws and regulations by consulting reference materials. Research complex tax issues to determine the proper procedures for atypical returns. • Quality assurance: Review all tax forms and returns for completeness, accuracy, and compliance before filing.

5+ years exp

Remote

Tax Preparer (Seasonal & Remote)

• 5 years+ experience in tax preparation, *EA or CPA required *Industry Best Compensation Package • Tax return preparation: Prepare and review federal, state, and local tax returns for individuals and businesses, ensuring accuracy and compliance. • Client communication and support: Inform clients about the tax preparation process, gather all necessary financial documents, and answer tax-related questions. • Compliance and research: Stay current on all changing tax laws and regulations by consulting reference materials. Research complex tax issues to determine the proper procedures for atypical returns. • Quality assurance: Review all tax forms and returns for completeness, accuracy, and compliance before filing.

5+ years exp

Remote

Bookkeeper (Full-Time / Remote)

• High level of integrity and discretion when handling confidential financial information. • A strong interest in and understanding of the digital content creation industry. • Maintain accurate financial records, manage invoicing, and reconcile accounts for clients with diverse income streams. • Prepare financial reports and provide insights to support budgeting and strategic planning. • Ensure compliance with tax regulations and proper reporting for freelancers and contractors. • Proficiency in QuickBooks, Excel, and GAAP standards required — experience with creators or service companies preferred.

5+ years exp

Remote/ Full-Time

Bookkeeper (Full-Time / Remote)

• High level of integrity and discretion when handling confidential financial information. • A strong interest in and understanding of the digital content creation industry. • Maintain accurate financial records, manage invoicing, and reconcile accounts for clients with diverse income streams. • Prepare financial reports and provide insights to support budgeting and strategic planning. • Ensure compliance with tax regulations and proper reporting for freelancers and contractors. • Proficiency in QuickBooks, Excel, and GAAP standards required — experience with creators or service companies preferred.

5+ years exp

Remote/ Full-Time

Send Your Resume: careers@westentax.com

COMMUNITY

Check our community

Participate in our Discord group to network with other individuals. Here, you're invited to inquire, discuss, and open support requests.

discord pic

Discord

Join our Discord Channel and connect with an unfiltered community that share ideas, and experiences.

Check Us Out

Community

discord pic

Discord

Join our Discord Channel and connect with an unfiltered community that share ideas, and experiences.

Check Us Out

Community

YouTube

Join us on YouTube, where we share our updates and also lot of guides, tips with guests who already excelled.

Check Us Out

Community

YouTube

Join us on YouTube, where we share our updates and also lot of guides, tips with guests who already excelled.

Check Us Out

Community

Socials :

Serving Major Cities Nationwide

Florida: Boca Raton, BrandonCape Coral, Clearwater, Coral Springs, Davie. Deltona, Fort Lauderdale, Fort Myers, Gainesville, Hialeah, Hollywood, Jacksonville, Lakeland, Lehigh Acres, Miami, Miami Gardens, Miramar, Nocatee, Orlando, Palm Bay, Palm Coast, Pembroke Pines, Pompano Beach, Ponte Vedra, Port St. Lucie, Riverview, Spring Hill, St. Petersburg, Tallahassee, Tampa, West Palm Beach, and more…

Texas: Allen- McKinney, Arlington, Austin, Aubrey- Celina, Coppell- Irving, DFW, Dallas, Dallas Fort Worth, Dallas, Denton- Corinth, Flower Mound-Argyle, Frisco- Little Elm, Garland- Rowlett, Houston, Grapevine- Southlake, N. Fort Worth - Keller, North Dallas , Plano- Richardson, Trophy Club- Haslett Wylie- SachseCarrollton, The Colony and more

California: Anaheim, Bakersfield, Chula Vista, Fresno, Irvine, Long Beach, Los Angeles, Oakland, Riverside, Sacramento, San Diego, San Francisco, San Jose, Santa Ana, Stockton

904-888-7189

Get Started for Free

Contact Us Now