Maurie West

Maurie West

Languages Spoken: English
Sarasota, Florida
TaxCure Rating 7 Reviews
CPA at WesTax

About Maurie West

Maurie West is a seasoned expert in solving IRS and state tax problems, with a passion for helping people rest easy about their financial matters. With years of experience, he's adept at saving you money on taxes and resolving tax issues.

Mr. West holds an MBA specializing in Accounting and is licensed as a CPA and Enrolled Agent. When he's not ensuring his clients' tax peace of mind, you'll likely find him striving for the "Father of the Year" title, eating, or gearing up for his next life adventure.

Connect with him today by requesting a free consultation to discuss how his expertise can help you!

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • Florida Department of Revenue

Reviews

5.0

Customer Rating

7 Reviews

5
4
3
2
1
Reviewed by Kate B
Advised on Tax Refund, Tax Return Mistake, Unfiled Tax Returns | Aug 22, 2024
I cannot recommend Maurie West highly enough! He recently helped me amend my taxes, ensuring that all the proper information was included, and thanks to his meticulous attention to detail, I received a substantial reimbursement. Maurie is incredibly thorough—he takes the time to email with specific questions and double-checks any items that seem off or incomplete. It's clear that he genuinely cares about his clients and always has their best interest in mind.

Maurie's deep knowledge of tax laws has been invaluable in optimizing both my personal and business taxes. He also provided excellent consulting on the tax classification of my business, which has made a significant difference. If you're looking for a CPA who combines expertise with a personal touch, Maurie West is the one to call. Highly recommended!
Professional's Reply On Aug 22, 2024
"Thank you for the wonderful review Kate, it is a pleasure to work with you!"
Reviewed by Jessica A
Advised on Past Due Tax Return, Tax Refund, Tax Return Mistake | Jul 23, 2024
I live overseas and Maurie has been a great help assisting me with my US tax returns while also taking into account the UK tax law. In addition the IRS made an error and he was efficient in helping me rectify this error. His fee is extremely reasonable for the personalised service he provides!
Professional's Reply On Aug 22, 2024
"Thank you for the nice review Jessica, I appreciate it and and happy to help!"

Problem Experience

  • Unpaid Taxes
  • Past Due Tax Return
  • Wage Garnishment
  • Unfiled Returns - No Balance
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Notice of Determination
  • Trust Fund Recovery Penalty
  • Notice of Deficiency
  • FBAR & FATCA
  • Cryptocurrency Issue
  • Spousal Tax Issue
  • Tax-Related Identity Theft
  • Tax Refund
  • Tax Return Mistake
  • Other Levies
  • Passport Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Lien
  • Tax Penalties
  • License Revocation
  • Seizure
  • Unfiled Payroll Taxes
  • Sales Tax
  • Bank Levy
  • Tax Audit or Examination
  • Re-Employment Tax Issues

Solution Experience

  • Payment Plans
  • Individual Tax Preparation
  • Offer In Compromise
  • Currently Not Collectible
  • Partial Payment Installment Agreement
  • Levy Release or Reduction
  • Penalty Abatement
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Injured Spouse Relief
  • Lien Withdrawal
  • CAP Hearing
  • CDP Hearing
  • Business Tax Preparation
  • Trust Tax Preparation
  • Gift and GSTT Tax Preparation
  • Estate Tax Preparation
  • FBAR & FACTA
  • Lien Discharge
  • Audit Reconsideration
  • Lien Subordination
  • Audit Representation
  • Estate (Fiduciary) Tax Preparation
  • CSED Analysis
  • Streamlined Filing Procedure
  • IRS Transcript Analysis
  • Tax-Related Identity Relief
  • 4180 Interview Support
  • Tax Consultation Service

  • Payment Agreement
  • Business Tax Preparation
  • Amend Tax Returns
  • Tax Appeals
  • Audit Support
  • Voluntary Disclosure
  • Penalty Abatement

Tax Types Serviced

Income Tax Employment/Payroll Tax

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations C-Corporations Estates Expatriates Non-Profits/Charities Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
CPA
Florida 5/19/2011 Active

Related Work Experience

Job Title Company Location Work Duration
Owner WesTax Sarasota, Florida Jan 2017 - Present
CPA Cazley, Inc Sarasota, Florida Nov 2011 - Mar 2016
Senior Accountant Kerkering Barberio Sarasota, Florida Jan 2007 - Nov 2011

Education

Educational Institution Degree Graduation Year
Florida Metropolitan University Bachelor's Degree 2026
Everest University MBA 2026

Associations & Memberships

Associations or Memberships Position Duration
American Society of Tax Problem Solvers (ASTPS) Member 2021 - Present
American Institute of Certified Public Accountants (AICPA) Member 2011 - Present

Contact Information

Address

2477 Stickney Point Road #301b
Sarasota, Florida 34231

In Office Visits

No

Pricing & Payments

Free Consultation Free Quote Virtual Consultation Small fee Investigation Small Upfront Fees Small Upfront Retainer Flat Fee Pricing Contact Me for Details
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Paypal Method Paypal
Money Order Method Money Order
Check Method Check
Cash Method Cash
Zelle Method Zelle

Publications

Publication Type Publication Name Title Link
Web Article WesTax, Inc Blog Maurie West’s Top 2024 Financial Strategies View Publication
Web Article WesTax, Inc Blog The Basics of Self-Employed Taxes for Sarasota Freelancers View Publication
Web Article WesTax, Inc Blog How Sarasota Taxpayers Can Craft Their 2024 Tax Planning Strategy View Publication
Web Article WesTax, Inc Blog Money Management Tips You Don’t Usually Hear View Publication
Web Article WesTax, Inc Blog Eleven Ways Sarasota People Can Improve Financially Security View Publication

Videos & Photos

Maurie West  photo 1 Photo
Maurie West  photo 2 Photo
Maurie West  photo 3 Photo
Maurie West  photo 4 Photo
Maurie West  photo 5 Photo

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