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    Westax

    4.8 (9 reviews)
    Closed Closed
    Updated 2 months ago

    Services - Westax

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

    Westax Tax Services Photos

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    2 years ago

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    3 years ago

    I've been going to Westax for over a decade. They are awesome!!! Highly recommend their knowledgeable and friendly staff!!!

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    2 years ago

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    3 years ago

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    4 years ago

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    8 years ago

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    11 years ago

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    8 years ago

    entire staff is not only very personable, but very professional t the same time. responsive to inquiries & complete tasks in timely manner.

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    Lori A Riccardi, CPA Tax Firm - Liberty Station Headquarters.

    Lori A Riccardi, CPA Tax Firm

    (35 reviews)

    Liberty Station, Loma Portal, Point Loma

    I can't say enough good things about Lori. We've been working with her for years for both our…read morebusiness and personal taxes, and she has been an absolute game changer. She helped me set up my business from the very beginning and has been a steady, reliable guide ever since. Lori is incredibly knowledgeable, but what really sets her apart is how available and approachable she is. No question ever feels "too small," and she has a way of explaining things clearly while instantly taking the stress out of the process. Yes, taxes are stressful by nature, but somehow, with Lori, they're not. I've referred countless friends and colleagues to her over the years, and she always delivers. Every. Single. Time. Beyond being an excellent CPA, Lori is just a genuinely kind, understanding, and trustworthy person. She's the kind of professional you feel lucky to have in your corner and honestly just a quality human being all around. If you're looking for a CPA you can truly rely on, Lori is it. Highly, highly recommend.

    My mentor advised me to interview multiple tax professionals. When I asked how to recognize a good…read moreone, he responded, "They'll stand out to you. You don't know good until you've seen great. You don't know great until you've seen phenomenal. You don't know phenomenal until you've experienced life-changing." Lori has proven to be exactly that--a life changer. She answered every question with complete clarity, maintained transparency, demonstrated a forward-looking perspective, and developed a tailored plan for me. I envision working with her for the next five years. Her expertise, professionalism, and, most importantly, her heartfelt approach truly impressed me. I do not just feel confident, also, I know and trust that I will be in good hands for years to come.

    Willis Tax and Notary Service

    Willis Tax and Notary Service

    (10 reviews)

    This was the second year Monique prepared our taxes, and we couldn't be happier with the…read moreexperience. The first year we actually switched tax advisors midway through the process because it had become confusing and frustrating, and finding Monique truly turned things around for us. Starting with her from the beginning this year made the entire process a breeze. Her website is very organized and intuitive, which made uploading and providing all the required documents simple and efficient. She communicates clearly, is readily available to answer questions, and takes the time to explain the process so you always know what's going on. What really stands out is the value she provides--not just in completing the return, but in making the entire experience smooth, transparent, and stress-free. You feel confident that everything is being handled carefully and correctly. Overall, it has been a great experience working with her. We're very happy to have found such a reliable and professional tax service, and we would absolutely recommend Monique to anyone looking for knowledgeable, responsive, and trustworthy tax support.

    The IRS suggested that I have tax consultant review documents that I was proving at their request…read more I had 20 days to get it done. I called Willis and she (sorry I don't know her name) was able to see me the same day at no charge. What a fantastic thing these days when everything costs so much. I would highly consider having my taxes done by Willis. She gave me additional advice for filing taxes since my status changed this year.

    Westax - taxservices - Updated June 2026

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