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Veteran-Owned • 1,400+ Returns Prepared

Tax Preparation Done Right — The First Time

Accurate returns, real guidance, and a preparer who actually picks up the phone. For individuals and field-service business owners who are tired of guessing at tax time.

Book Your Tax Prep → 📞 Call (904) 870-6887
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★★★★★
5.0 Google Rating
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1,400+ Returns Prepared
Individuals & businesses
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Veteran-Owned
Military background
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Year-Round Support
Not just in April

Tax Season Shouldn't Be a Scramble

Most people only hear from their preparer once a year — and only when something's due. Missing deductions, last-minute filings, and surprise bills are the result. It doesn't have to be that way.

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Every Deduction Found

We dig into your situation — vehicles, equipment, home office, depreciation — so you keep what's yours and never overpay.

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No Last-Minute Panic

Organized, on-time filing. We tell you what we need up front so nothing gets rushed or missed at the deadline.

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A Preparer Who Answers

Questions during the year? Call or text. You get a real person who knows your file — not a hotline.

Simple, Start to Filing

We make tax prep clear and stress-free — you share your documents, we do the heavy lifting, and you sign off knowing it's right.

01

Share Documents

Send us what you have, securely.

02

We Prepare

We build your return and find every deduction.

03

Review Together

We walk you through it in plain language.

04

File & Done

We file. You relax.

Tax Preparation Services

Straightforward pricing for individuals and businesses. Final pricing depends on the complexity of your return — we'll confirm before any work begins.

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Individual Tax Return

From $199
Starting price

For individuals and families who want their return done accurately, with every deduction accounted for.

  • Federal & state filing
  • W-2, 1099, and investment income
  • Deduction & credit review
  • Direct deposit refund setup
  • Year-round questions welcome
Book Your Tax Prep →
For Owners 🏢

Business Tax Return

From $599
Starting price

For field-service owners and small businesses — Schedule C, S-corp, partnership, or C-corp returns done by someone who understands your business.

  • Sole prop, LLC, S-corp, partnership & C-corp
  • Depreciation, vehicles & equipment
  • Owner pay & distribution review
  • Deduction strategy for service businesses
  • Coordinates with your bookkeeping
Book Your Tax Prep →

Pricing varies with the complexity of your return — number of forms, states, schedules, and entity type. Multi-state filings, back taxes, and amended returns are scoped separately. Bundle with year-round bookkeeping & financial control to keep your books clean so filing is never a scramble.

Rafael Gottardi, Founder of Westen Tax
Rafael Gottardi Founder, Westen Tax
Veteran-Owned • Former Field-Service Owner • CPA Candidate • MBA

Taxes, Handled by Someone Who Gets It

MBA-educated. CPA-track. 1,400+ returns and counting.

Taxes are stressful because most people only think about them once a year — usually too late to do anything about them. By then, the deductions are missed and the bill is whatever it is.

Rafael Gottardi built his tax practice around a different idea: prepare it right, explain it clearly, and stay reachable all year. He's a military veteran, a former field-service owner, and CPA-track — so whether you're filing a personal return or a business return with trucks, crews, and depreciation, you're working with someone who understands both the tax code and the way your business actually runs.

Over 1,400 returns later, the approach hasn't changed: accurate work, plain answers, and a real person on the other end of the phone.

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Veteran-Owned

Grounded in discipline, accountability, and getting the details right the first time.

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Business Savvy

Understands field-service economics — vehicles, payroll, equipment, and owner pay.

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Year-Round Access

Tax questions don't only happen in April. Call or text whenever they come up.

★★★★★   5.0 · Google Reviews

What Tax Clients Are Saying

Trusted by 1,400+ satisfied clients nationwide.

★★★★★

"Rafael is great to work with. He cleaned up my books and saved me money that I didn't know I was losing. Highly recommend!"

P
Patricia P.
Tax Preparation Client
Google · 1 month ago
★★★★★

"James and his team are amazing. I have been working with them for 3 years. They are very professional and knowledgeable. I highly recommend them."

Jo
Jo Toku
Tax Preparation Client
Google · 2 months ago
★★★★★

"Best tax preparer I've ever worked with. He is very thorough and knowledgeable. He saved me a lot of money on my taxes. I highly recommend him."

C
Christine Bafundo
Tax Preparation Client
Google · 2 months ago
★★★★★

"Westen is by far the easiest and most convenient way to get your finances handled. Got to work directly with the founder Rafael — he made it a clear step-by-step process and gave great instructions the whole way."

N
Nicolas Parenio
Tax Preparation Client
Google · 3 months ago

Get Your Taxes Done Right This Year

Book your tax prep or give us a call. Accurate returns, every deduction, and a preparer who's there year-round — not just in April.

Book Your Tax Prep →

Or call/text (904) 870-6887 · Serving individuals & businesses nationwide.

Ready to Get Started?

Reach out whichever way is easiest — we'll take it from there.

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Book Online
Pick a time that works for you
Schedule Now
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Call or Text
Talk to a real person
(904) 870-6887
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Email Us
For documents & questions
hello@westenadvisory.com

Frequently Asked Questions

Straight answers about tax preparation with Westen Tax.

Yes. We prepare personal returns (1040) as well as business returns — Schedule C, S-corp (1120-S), partnership (1065), and C-corp (1120). If you're a field-service owner, we understand the deductions and structure specific to your business.
Individual returns start at $199 and business returns start at $599. Final pricing depends on the complexity of your return — the number of forms, states, schedules, and your entity type. We'll confirm the price with you before any work begins, so there are no surprises.
Typically W-2s, 1099s, prior-year return, and any records of income, expenses, and deductions. For business owners, that includes your bookkeeping records, asset purchases, and vehicle/equipment details. Once you book, we'll send you a clear checklist for your situation.
Yes. We can clean up and catch up your bookkeeping first, then prepare an accurate return. Keeping your books current year-round through our monthly financial-control service means tax season is never a scramble.
Always. Tax questions come up all year — a big purchase, a new hire, an IRS letter. Call or text and you'll reach someone who knows your file, not a seasonal hotline.
Yes. We e-file federal and state returns and set up direct deposit so refunds arrive as quickly as possible.