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Westward Financial & Tax Relief, Inc

Westward Financial & Tax Relief, Inc

Reviews Summary

Customers consistently praise David Webster and Westward Financial for exceptional tax expertise, professionalism, and personalized service. Many highlight successful resolutions of complex IRS issues, including significant debt reductions or eliminations. Reviewers appreciate his deep tax law knowledge, practical advice, and ability to handle multi-state filings. His responsiveness, honesty, and ability to simplify complex matters are frequently mentioned. Clients report high trust, often referring friends and family, and commend the team for relieving tax-related stress. The recurring themes are outstanding results, reliability, and a client-focused approach that exceeds expectations.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Contractors
Remote Services

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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Contractors
Remote Services

Contact Information

Address

2945 Townsgate Rd STE 200

Westlake Village, California 91361

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

It's difficult to put into words how AMAZING my experience has been with David and the whole team at westward financial. To say it's been life changing really wouldn't do it justice. For years they have gone above and beyond to make sure that I'm well taken care of and that I feel like family. Because of this they now provide services to the majority of my close friends and family members. Whether it's your taxes or issues with the IRS I highly recommend you reach out to David and his team. You'll be happy

I recently received a bill from the IRS, that I owed a significant amount of back taxes. I contacted Dave Webster at Westward Financial and within a week he was able to resolve the issue with the IRS and had this debt removed! They have my business for life!

Dave provided excellent service in assisting me with a business tax issue. Highly recommend he and his company for any tax needs.

I'm very blessed to have been referred to this company. The IRS had sent me a large bill backdated with additional fees for a tax error I had made. I reached out to David at Westward Financial & Tax Relief and explained my frustration. They quickly handled the situation. These guys are top professionals. I very happy with the outcome and can't say enough good things about the work they did. Definitely recommend. FIVE STARS!

David and his team have been wonderful to work with! He's responsive, knowledgeable, and I'd recommend working with him unequivocally. If you have any stress/anxiety about your tax situation (like I did), he'll help you out. Don't do your taxes by yourself! Hire David!

I have been going to David for the past few years to get my taxes done. Great guy. Best customer service ever. Real down to earth and great advisor for some of my financial goals. He won't beat around the bush. He'll tell if it's good for you financially and if it'll help for your taxes. Thanks for taking care of my taxes. I'll be back again next year to get them done. Appreciate your time and help.

I have used Dave for the past few years for tax preparation. Dave is very knowledgeable about tax law and has been great these past few years especially with several changes in my taxes. Even with moving out of state Dave was able to help me via phone and email and file taxes in multiple states due to me moving. I will continue to use Dave as I trust him to handle all my tax questions and filings.

David is a highly competent and professional tax consultant skilled in both consumer and corporate tax matters. I met David as a referral, having used multiple CPAs and accountants in the past, and there is no one I would recommend or trust more than him to handle tax preparation. With practical business know-how and in-depth and intricate tax experience, David is a tax professional I can soundly recommend to any and all persons seeking tax advisement and consultancy.

Thank you Westward Financial & Tax Relief, Inc Tax Resolution Department for your service and solving this issue. Thank you for your expertise, consideration, and your comfort at this distressful time while I was being audited by the Department of the Treasury Internal Revenue Service. Your Service was able to reduce the payment to the Treasury Internal Revenue Service to Zero. I was requested to pay $217.000 for payment. I owe them Zero within one month time frame. Thank you for your Excellent Service

David and Daron were extremely professional and diligent in handling my tax issues. They were able to reduce my overall balance owed to the IRS over $160,000. Can't thank them enough for their help! Highly recommend them for all of you financial and tax needs!

Jason and Dave solved my tax situation . I owed over 50k and paid Dave a retainer and he had my issue solved in a matter of months . Best of the best

I have been getting my taxes done with David over the last 3 years and he is great. Always willing to answer any questions and very helpful. He has a positive attitude. Thank you David!!

David helps me out a few times in a pinch with some tax concerns. Does a great job walking through in simple terms what's happening and what the best course of action is to fix the issue. Also practical advice on what to do moving forward to avoid mistakes. Can't go wrong with David!

Westward Financial assisted me with a 2016 audit due to improper filing. Dave submitted an adjusted return, represented me and wiped out over 30K in IRS claims. A team you can trust! Thank you Dave

If you're reading this review you can stop looking. Hands-down David Webster is on a whole nother level of professionalism. During our phone conversations after I have explained all of my issues (Believe me there has been a lot of conversations dealing with my issues) all I hear in response is: ?I can do that? or ?I'll take care of that? or ?not a problem?. Now these statements aren't wrapped in arrogance, but in humble respectful grace to your issue. His advice is golden, his wisdom and knowledge is untouc

Hands down, the most honest and forthcoming tax service i have worked with. They are truly about their clients and taking care of their needs. Knowledgeable and amazing.

Been going to David for my taxes for a number of years. He's great at what he does. He also has a great personality which is the reason I keep going back to him.

I'm glad I chose Westward Financial. They are very knowledgeable and saved me money. It was a great experience and David was very personable. I would definitely recommend them.

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!

Dave saved me a lot of money and gave me some valuable tips for organizing my finances in the future. Highly recommend.

The folks at Westward Financial really helped get me out of a bind. They are professional, courteous, and very helpful. I highly recommend!

Dave Webster is fantastic to work with. He is a true professional. I would recommend him to everyone.

David took care of my audit discrepancy in a timely and professional manner. Highly recommended.

Cant say enough good things about Dave he helped me so much after being told there was nothing that could be done and that the government would be taking money out of my paychecks every month and would possibly be freezing my bank account thanks to Dave Webster now none of that is happening and I do not have to make monthly payments such a word of difference and a monkey off my back THANK YOU

David Webster really fast and professional. Knows law enforcement tax really well. Helpful with questions and forms.

Westward is a game changer. I'm so happy I was able to use their services.. Absolute pleasure to deal with.

David always goes above and beyond to help our family with our personal and business tax needs.

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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