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Potomac Wealth & Tax LLC
802 Brethour Court, Sterling, Virginia, United States
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About the Potomac Wealth & Tax LLC
Potomac Wealth & Tax LLC, located at 802 Brethour Court in Sterling, Virginia, offers tax services and wealth management services to individuals and small businesses. Led by licensed CPA and financial advisor Michael Westwick, the institution prides itself on getting to know clients' needs and creating customized plans to help them achieve their financial goals. With over eight years of experience, Westwick has successfully lowered clients' tax liability for nearly a decade. As an Avantax affiliated institution, Potomac Wealth & Tax LLC provides investment products and services through its representatives while also offering tax and legal services through independent outside businesses. Whether you're looking to start planning for your future or need assistance with your current financial situation, Potomac Wealth & Tax LLC is here to help you every step of the way. Please consult legal or tax professionals for specific information regarding your individual situation.
Photos of Potomac Wealth & Tax LLC
802 Brethour Ct, Sterling, VA 20164, United States
Opening hours of Potomac Wealth & Tax LLC
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Potomac Wealth & Tax LLC
"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."
"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 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 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."
"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."
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