Potomac Wealth & Tax LLC

Mike is outstanding! He customizes solutions to meet your needs. Always makes himself available and works with you to meet your short and long term goals. Strongly recommend for all tax and financial guidance needs.

Michael is very professional and insightful. Most importantly, he is responsive. He will connect with you quickly and assist where needed.

I would recommend PWT. I recently left a job. Michael helped me roll over my old 401k into an IRA. I am happy with the results

I hate taxes! I would rather be buried alive than do my business taxes. Michael and his team helped me understand my tax situation. He helped me find additional tax deductions I was not aware of. 10/10

Michael has been wonderful to work with. He is quick while also maintaining an amazing attention to detail. Michael provided great insight and explanation in areas I was not well-versed in and also (best of all) seamlessly moved my business from a C-Corp to an S-Corp which saved me a lot of money! Small businesses need to keep as much money as we can in our pockets, and Michael helped me do just that! I truly couldn't be happier working with Potomac Wealth & Tax.

I?ve been working with Michael for years. He?s is a very knowledge CPA. He has been working on my business returns and individuals returns. Over the last year I have used him for Wealth Management. Would highly recommend.

Mike is a great guy, knowledgable, approachable, attentive to detail and easy to work with. Highly recommend!

Mike is great. I started a new business last year and Mike pretty much helped me with anything an accountant can help with. Plenty of times I've gotten great advice from him on things that doesn't fall under him. Advice has always been free. He is just a phone call away. I always feel satisfied after I talk to him about taxes. You will not be disappointed if you chose his company.

I reached out for some real estate advice and Michael is incredibly knowledgeable. In less than half an hour, he was able to help me better understand how to keep more of my money during real estate transactions and put me on a good course for future endeavors. Highly recommend!!

Michael took the time to walk me through several financial scenarios during our initial 30 minute (actually 45 minute) consultation. He pointed out exactly where I should be concentrating my efforts and gave me a clear understanding of the tax implications of my current and future holdings. There was zero sales pressure, and he seemed genuinely interested in ensuring that I made the best decision for my financial future. I am impressed by his knowledge and sincerity.

Michael is my financial advisor and CPA. I cannot recommend his services enough--he is efficient, friendly, and always has my best financial interests in mind. He was super speedy on my taxes this year and got me a GREAT refund and has been great in terms of advising me on things even outside his scope. For someone who has limited working financial knowledge, he has been such an asset to me and I've recommended him to friends and family, especially those like myself who may have 1099 work.

We opened a rental business last year and we did not know where to start from a tax standpoint. Michael took his time and explained everything we needed and made the process painless. He made a financial plan that was easy to follow. As our business has grown, Micheal has adapted his plan and has helped us expand.

I had the pleasure of speaking with Mike recently, and I can't say enough good things about my experience. Even though our conversation was brief, he provided me with invaluable advice that helped me make an important financial decision. His expertise was evident, and he explained things in a way that was easy to understand. I never felt like I was being rushed or that my questions were a bother. Mike was professional, courteous, and genuinely interested in helping me. I would highly recommend Potomac Wea

Michael took the time to explain all the possible outcomes of my situation and gave me excellent advice that allowed me to proceed with confidence. My tax and business situation are a bit unique, but he took it right in stride. I would highly recommend.

Michael has made filing my business taxes very easy. Last year he recommended to file as an S-Corporation. This moved helped me save about $10,000. He then helped me create a Solo 401k to save for retirement. He is straight forward and helpful.

I started working with Michael around the time of the recent financial dip and he has helped my family stay true to our long term investment strategy even in a time when emotions tend to drive decisions. He?s got a great vision for both short term and long term strategies and has been an excellent guide in planning for next steps.

I highly recommend Michael!! His astute knowledge of accounting and taxes saved me big time. He is always available if I have any questions or need documents quickly. All around a great CPA to have on your side.

I've been working with Michael for three years. He is always on time. He making filing my business taxes very easy. Prices are reasonable.

Michael Westwick of Potomac Wealth & Tax is an outstanding CPA! He is very professional, friendly, knowledgeable and assessable. I would recommend him to all my family and friends!

Michael is excellent, professional and timely.

Michael did a great job! He has done my taxes for 3 years and now does my personal and business!

I was referred to Michael through a colleague and I couldn?t be happier that I made the switch. His attention to detail and questions made me realize how much my previous cpa was lacking.

I had no idea Michael did accounting. I?ve been with him on the Wealth Management side. I would recommend.

Mike Westwick is very professional, detail-oriented and always driven to get the best results for his clients.

We had a great experience working with Mr. Westwick. I highly recommend his services.

I called in on a Tuesday. My issue was resolved on Thursday. Quick and painless.

Overall it was a pleasant experience working with Mike

Great Company, Great People.