Business Details
Expert Accounting & Tax Services in Santa Monica, CA
At WES CPA, we specialize in providing comprehensive accounting and tax solutions tailored to small businesses and high-net-worth individuals. Founded by William Sweeney, a seasoned accountant with over 15 years of experience in real estate and small business taxation, our firm combines deep industry expertise with personalized service. We prioritize building long-term relationships with our clients, offering strategic tax planning, accurate financial reporting, and proactive wealth management. Our team is dedicated to simplifying complex financial processes, ensuring clients can focus on business growth while maintaining compliance.With offices in Santa Monica and Westlake Village, we serve local businesses across diverse industries, including construction, entertainment, and healthcare. Our commitment to excellence is reflected in our Certified QuickBooks ProAdvisor status and our track record of delivering actionable financial insights. We pride ourselves on accessibility, offering prompt support and transparent communication to address client needs efficiently. By aligning our services with each client's unique goals, we aim to be a trusted partner in achieving long-term financial success.
Services
Small Business Accounting
Tax Preparation
Payroll Services
QuickBooks Setup
Wealth Management
Incorporation Services
IRS Problem Resolution
Financial Planning
Business Advisory
Estate Planning
Highlights and features
- We offer 15+ years of experience in small business tax strategies.
- Certified QuickBooks ProAdvisors ensure seamless software integration.
- Personalized financial guidance tailored to your industry needs.
- Proven track record in IRS audit resolution and compliance.
- Local expertise serving Santa Monica and Westlake Village businesses.
Associations and certifications
- QuickBooks ProAdvisor
Services
Small Business Accounting
Our small business accounting services provide comprehensive financial management, including budgeting, cash flow monitoring, and detailed reporting. We help businesses maintain organized records, ensuring informed decision-making and compliance. With tailored solutions, clients gain clarity on financial health while focusing on operational growth.
Tax Preparation
We offer accurate and timely tax preparation for businesses and individuals, maximizing deductions while ensuring compliance. Our strategies minimize liabilities and prevent penalties. Year-round support includes planning, audit representation, and adapting to changing regulations for optimal outcomes.
Payroll Services
Our payroll services handle tax filings, direct deposits, and compliance reporting for small businesses. We eliminate errors and penalties through expert management of wages, 1099s, and W-2s. Clients benefit from customized reports and seamless integration with accounting systems.
QuickBooks Setup
As Certified ProAdvisors, we configure QuickBooks for efficient financial tracking, including chart of accounts and invoice templates. Ongoing support ensures data accuracy and user proficiency. Businesses gain actionable insights through tailored reporting and troubleshooting assistance.
Wealth Management
Our wealth management services focus on retirement planning, estate strategies, and asset preservation. We create customized plans for high-net-worth individuals, aligning financial goals with tax-efficient solutions. Ongoing adjustments ensure long-term security and generational wealth transfer.
People
William Sweeney
Founder & CPA
William Sweeney, a Ventura County native, graduated from CSUN in 2007 with a degree in Accountancy. He gained expertise in real estate tax analysis at LA firms before founding WES CPA. His client-focused approach emphasizes strategic financial guidance and accessibility.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, tax planning, and QuickBooks support tailored to small business needs.
Do you offer a free consultation?
Yes, we offer a free initial consultation to discuss your financial goals and service requirements.
Which industries do you specialize in?
We work with construction, entertainment, healthcare, real estate, and hospitality businesses, among others.
How can you help with tax compliance?
Our services include audit representation, IRS problem resolution, and strategic tax planning to ensure compliance and minimize liabilities.
What sets you apart from other CPAs?
We combine personalized service, QuickBooks expertise, and industry-specific knowledge to deliver actionable financial solutions.
