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Robert Westlake, CPA

Robert Westlake, CPA

Reviews Summary

Rob Westlake CPA receives overwhelmingly positive reviews for his expertise, professionalism, and responsiveness. Clients praise his deep knowledge, clear explanations, and ability to handle complex tax situations. Many highlight his friendly, personalized service and trustworthiness for both personal and business needs. A single negative review mentions a scheduling mishap, but the vast majority recommend him highly, often calling him the best accountant they’ve worked with. His reasonable pricing and timely service are also frequently noted.

About This Listing

Bookkeeping
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting
Small Businesses
Individual Taxpayers

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting
Small Businesses
Individual Taxpayers

Contact Information

Address

4953 Southfork Dr

Lakeland, Florida 33813

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-12PM
Saturday Closed
Sunday Closed

Customer Reviews

Great experience with Rob Westlake CPA doing our business and personal taxes. We had a complex tax situation and they not only got our taxes done on time (which, is something in an of itself given my previous accountant always had to file an extension) but they were very reasonably priced. 10/10 recommend. Thanks Westlake CPA!

Just an unfortunate experience - made an appointment for 10:30 today. Waited until 10:40 with no call. Called the office, no answer. They called back at 10:50 to say that they had canceled my appointment without letting me know, and asked if I was free at 3:00 instead. I said I wasn't free at 3:00 today, and they hung up the phone immediately. No apology or alternative date or time option given. Based on the other reviews, it sounds like it's a great service here, but may just be a bad or difficult time try

We highly recommend Rob and his team for your CPA needs! Thank you for the amazing service !

Rob is a true master of his craft. I recently asked Mr Westlake to help me with my taxes, and I couldn't be happier with the results! Not only did they provide me with guidance on how to file my taxes in a way that would maximize my deductions, but they also explained it all in a way that made it easy to understand. On top of that, their fees were very reasonable and they were able to get my return prepared quickly. (<1 Week ) Overall, I'm very satisfied with the service provided by Rob and his team and I

We've had a great experience with Rob Westlake and team! They are very friendly and efficient.

Tl;dr - HIRE ROB AS YOUR ACCOUNTANT! ?? Virtual meetings can often feel impersonal, but my Zoom consultation with Rob, was anything but. Rob's ability to provide clear, concise, and fast responses to our queries was nothing short of impressive. His professional demeanor is matched by a palpable eagerness to help and to share his extensive knowledge. During our session, Rob didn't just answer our questions; he delved into the background of accounting practices, offering us a transparent view of the proc

Rob is a master at his craft and a genuinely good person. He acts in the best interest of his clients and takes the time to answer all of your questions. Who knew filing taxes could be such an enjoyable experience? Would highly recommend his services!

Rob and his team are great. They're a team but we know them all like family. Highly recommend!

I?ve used Rob?s CPA services for years now and he is imperative to our multiple businesses! He?s brilliant at what he does and teaches you about the best practices to help your individual situation! Rob is basically another member of our team and it?s always great to find a true professional that you?ll be using for decades. Talk to Rob, it?ll be a great decision!

Rob is simply the best. He's unbelievably knowledgable, easy to get a hold of, and very professional. Whether you're an individual needing help with a tax return, or a business that needs a trustworthy CPA, Rob is always my number 1 recommendation.

Rob Westlake is not only an amazing accountant for personal or business (he handles both for us), but he is also a wonderful, caring person as well. We have worked with him for years and he has helped us tremendously in many different ways. We are always coming to him with another business idea and he helps steer us in the right direction and advises us on the proper set up, and what our priorities should be. He is always right, and always has our best interest in mind. We will not go anywhere else. Yo

We have been in business for quite a few years, and Rob Westlake is the best accountant we have ever had. He is friendly, responsive, very knowledgeable, and able to help us With the unique problems that come with owning a small business. He is truly the best.

Robert is great at his job! He takes the time to explain things in detail whenever there is confusion and always keeps in close communication throughout the process. He is diligent and detail oriented. I would recommend Robert for your CPA needs!

Rob is amazing at what he does ved genuinely a good guy. Ide recommend him 10 put of 10 times

Rob has done our personal and business taxes for years. He's extremely thorough, highly professional, and always has our very best interests in mind when working with us!

Did a great job of filing my taxes last year, the first year of JBaker Ventures LLC operations. Wish they would have asked a few preliminary questions beforehand and given a reference number but overall pleased.

Rob is the definition of an expert professional. I learn 5 new things every time I hear him speak. He always responds timely and I absolutely trust him with my business's accounting needs!

The absolute best accountant I have every used. Anytime I have a question about buying something I send an email and writhing 30 min I have an answer. Best part is Rob will actually explain tax issues to where I actually understand. Will definitely always use them forever.

Rob has always provided us with solid tax advice, even with our not-so-normal tax situation. He is patient with our questions and is extremely personable and easy to work with.

We have been with Rob for years and he always does an excellent job with our taxes. He is honest, hard working and professional!

Rob Westlake did an amazing job helping us with our taxes! He was so helpful and supportive! We highly recommend his services!(And he wears awesome socks!! ??)

I love talking with Rob, I can't imagine someone understanding his craft any deeper than he does. He helps you make the right choices and puts your best interest first. I wouldn't go anywhere else.

Amazing CPA. Very knowledgeable and always willing to help with questions and concerns. Definitely recommend to everyone I meet.

I have known Rob for 6+ years and he is extremely diligent and professional with his work! If you are looking for a CPA, look no further!!!

I've known Rob for several years and every time I have a tax question, he responds with accuracy and in a timely manner. Thank you Rob!

Westlake CPA has been doing my taxes for years. Best around and highly recommend.

Robert is very good and knowledgeable at what he does. I highly recommend him.

Rob is very knowledgeable and professional.

Professional and knowledgeable!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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