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W/E CPA, LLC

W/E CPA, LLC

Reviews Summary

The consensus highlights exceptional service from knowledgeable, thorough, and professional tax experts who go above and beyond to resolve complex issues, reduce stress, and maximize returns. Clients praise their transparency, patience, and attention to detail, strongly recommending them for both personal and business tax needs. Their expertise in handling complicated filings, amendments, and business setups stands out, with many noting their kindness and welcoming approach. The firm consistently delivers outstanding results, earning high trust and long-term loyalty from satisfied clients.

About This Listing

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks

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

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

3501 Westfield Rd STE. 117

Westfield, Indiana 46062

Visit Website Call Now Get Directions

Hours

Monday 10AM-3PM
Tuesday 10AM-3PM
Wednesday 10AM-3PM
Thursday Closed
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Cathy is phenomenal! I cannot recommend her enough. I hired another CPA to set up a my S Corp with my business. Unfortunately, that CPA made so many mistakes it was borderline fraudulent and in such a mess. Cathy took it on and went through every issue with a fine tooth comb and did not stop until every single issue was resolved. This took nearly a year in total. She was consistently transparent with me and prompt with all my questions. She spent so much time and literally took over, acting on my behalf wit

Sarah has got to be the nicest, most thorough tax professional. I?m so pleased to have found her and will be using her for the rest of my career! She made filing taxes this year a breeze and so much less stressful for me. She?s extremely knowledgeable, easy to talk to, and will ensure to get the most out of your taxes.

Exceptional! This is a company that truly cares about their clients. Sarah has been a key component with us starting our own company. Very knowledgeable and detail oriented. I highly recommend them. She has went above and beyond our expectations and we look forward to working with Sarah for years to come.

Cathy amended several of my prior returns processed by another CPA several years back and got me a lot more money back. They included another state, rental property, inheritance?.they were complicated?.but she untangled the mess the other person did and got me additional money that was owed me. You?ll want to use W/E CPA. These ladies are brilliant, keep up with tax changes - they definitely know what they?re doing. I highly recommend them!

I spoke to Sarah regarding some estate tax concerns. She was so patient, articulate, and helpful. I will definitely be hiring this firm when needed.

Sarah and Cathy are very knowledgeable and professional! They are so welcoming and answer all questions we had. I would recommend them for all your accounting needs!

Amazing people and amazing work!! They are always so kind and welcoming! I would 100% recommend anyone looking for a CPA to come to W/E CPA, LLC!!

I had a particularly stressful return and Sarah was incredibly helpful! She went above and beyond, completely eliminating any stress I had about the situation.

Sarah and Cathy are experts at what they do! I recommend them to all individuals and business owners.

Cathy is amazing! Highly recommend W/E CPA, LLC

Your amazing ?? Love u Abigail??

Professional and knowledgeable outfit.

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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