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Weston Rea
30 Minute One-on-One By Phone
30 Minute Phone Appointment
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Bookkeeping with The Personalized Attention You Deserve…
We Remove The Taxing Part of Doing Taxes For LLC, S Corp, C Corp, Non-Profit, and Individuals.
Work with a certified tax professional who specializes in small business and non-profits accounting solutions.
Services
Whether you’re looking for individual, small business, self-employed, or non-profit bookkeeping we have personalized service options to meet your unique needs.
Tax Prep & Financial Reviews
Individuals, Small Business, Non-Profit
Bookkeeping Services
Monthly, Quarterly, Annually
Payroll Services
Weekly, Bi-weekly, Monthly
Helping you keep better books through personalized and
professional accounting and tax services…
The Struggles:
Managing the bookkeeping side of your business or non-profit is a challenge. You are great at what you do, but you know you need to get the right processes in place to increase your profits and accurately manage your cash flow.
The Solutions:
Weston's Tax & Bookkeeping Services has bookkeeping plans to help you save both time and money — with full-service rates up to half-off a typical bookkeeper's normal rate. We can connect in person or via chat, phone, or video for year-round help.
We make the complexity of taxes, bookkeeping, and financial preparation simple
THE PROCESS IS AS EASY AS 1, 2, 3….
#1 Schedule your free consultation.
Meet with a certified tax professional who will talk through your questions.
#2 Connect with your tax professional.
Get one-on-one guidance on your taxes and books and get a no-pressure service quote.
#3 Then get back to running your business.
Need to reach your certified tax professional? Connect over the phone, video, or in person.
Why it works
We take a holistic approach to your organization. We know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get you and your business over them.
Our Proven Three Step Methodology
Will Take Your Business Finances To The Next Level.
Clean Up And Procedures
If you want to increase your profits and cash flow, we need to first set your foundations. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.
Performance And Reports
Now that we have your foundations in place, we can provide you with information-rich data and reports. We provide you with up-to-date and comprehensive reports. Giving you clarity on the performance of your non-profit.
Advisory And Growth
It’s time to take your business to the next level! With your foundations and reporting set, we can now advise you on what is needed to increase your company’s profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.
Additional Services
If needed, we can add these additional services to meet your needs.
IRS Resolution
Have issues with the IRS? We can help. We provide IRS Resolution services to help you resolve your problems cleaner and faster.
IRS or State Audit Support
Dealing with an audit? We can help. We go through your data to ensure everything is organized and accurate, helping you perform well on your audit.
Taxes
Needing your taxes completed? We got your back. We try and get the best refund for all clients by offering a more affordable rate.
What Clients Are Saying...
Weston was fantastic to work with! He was very patient and was very informative with the entire process when it came to what filings he would be doing for us to open up a small business account. I couldn’t have asked for a better accountant and am appreciative for the time he spent with us in making sure everything was finalized appropriately. If you’re looking for someone who is very knowledgeable and is quick with his response and willing to get your business taken care of, Weston is your guy!!
~Emilee P
Weston was very nice and professional. His turnaround time was EXTREMELY fast and he found us many more discounts the H&R have ever found. Our return was much larger than previous years and at over half the cost!!!! Very pleased and guaranteed to come back! Highly recommend going to visit with Weston.
~Levi M
I am a hard-working person that owns a small business. I want to provide my customers with 100% support and cheaper prices so that they can afford to use me. Having one less thing on their plate allows them more time to complete their needs. I am happily married and have 3 amazing kids. We love to have fun and spend time with family.
~Remo F
What a great experience!!!! I was met with a smiling face as I entered the office! He was prompt when returning information and kept me up to date on my return! I will be going back next year!!!!
~Holly M
Weston has done my taxes the last few years & very happy with how things have went any time I've had a question he found my answer. He goes over things with me also. Great job
~Carrie B
Weston did our taxes this year and did a great job for us. He was fast and efficient and made the process easy. We will definitely be repeat customers!
~Darin C
About Weston's Tax & Bookkeeping
Family-owned and operated for over +5 Years. The founder, Weston Rea took over his Grandmother's Practice in 2018 and has since expanded operations to service clients from all across the country. Having grown the business over 300% last year alone!
Weston Rea has multiple years of hands-on experience in accounting with an education that includes a Bachelor of Business Management from Colorado Technical University, QuickBooks Online Certification, and ongoing education credits to better serve you.
When you work with Weston’s Tax & Bookkeeping, you get personalized support as if you were family, because we are a family-owned and operated business. We know you personally by name and by doing business with us you also help support a proud, Christian father of 2 little girls and 1 son.
I will optimize the financial side of your business so you can rise to the next level by giving you time and focus on everything else!
How do you speak to a live person at the IRS?
The IRS telephone number is 1-800-829-1040
The first question the automated system will ask you is to choose your language.
Once you’ve set your language, do NOT choose Option 1 (regarding refund info). Choose option 2 for “Personal Income Tax” instead.
Next, press 1 for “form, tax history, or payment”.
Next, press 3 “for all other questions.”
Next, press 2 “for all other questions.”
When the system asks you to enter your SSN or EIN to access your account information, do NOT enter anything.
After it asks twice, you will be prompted with another menu.
Press 2 for personal or individual tax questions.
Finally, press 3 for all other inquiries. The system should then transfer you to an agent.
Weston Rea
Tax Return Drop OFF
Tax Return Drop OFF at the office
Tax Return Pick UP
Pick Up Tax Return From Office
30 Minute One-on-One By Phone
30 Minute Phone Appointment
1 Hour Bookkeeping Clean Up
1 Hour Over the Phone Clean Up meeting
Bookkeeping 30 Minute Meeting Face to Face
30 Minute In-Person Meeting
Bookkeeping 1 Hour Meeting Face to Face
1 Hour In-Person Meeting
Non Profit Financial Reviews
1-2 day process. I will need initial 90 minute time with you to gat...
