Potomac Wealth & Tax

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802 Brethour Ct
Sterling, VA 20164

Potomac Wealth Tax LLC in Sterling, VA provides tax services and wealth management services to individuals and small businesses, focusing on understanding clients' needs to create customized plans for achieving their financial goals. Founded by Michael Westwick, a licensed CPA and financial advisor with over eight years of experience, the firm has a track record of effectively reducing clients' tax liabilities.

Specializing in financial services for the modern world, Potomac Wealth Tax offers personalized strategies to help clients navigate their financial journey. With a commitment to client success and a comprehensive approach to financial planning, the firm aims to empower individuals and small businesses to make informed decisions for a secure financial future.

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5.01 reviews
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Johnny K.
8/3/2022

I have been a client with Michael Westwick since 2017. He is on time and accurate. He originally started working on my personal return. Overtime, he recommended my business to be taxed as an...

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Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
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