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SERVICES

Tax Services from West Ridge Accounting

Tax Preparation

Tax planning and forecasting

IRS Representation

Financial Services from West Ridge Financial Services

Investment Management

Retirement planning

College Planning

Cash Flow Analysis & Debt Management

Insurance

We have the big firm capability, with small firm personality.

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Advice and assistance tailored to your specific situation, with clear communication that makes the most complex financial situations easy to understand. All while working with our friendly, professional, and knowledgeable staff who are eager to build a lasting relationship with clients.

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Happy Customers

What Our Clients Are Saying

  • We were charged a very fair price for the services provided. They have a lot of knowledge and were very efficient.
  • Sam has a great way to help you make this process simple, easy, and oddly kinda of relieving.
  • Sam handles all of our accounting needs (taxes, bookkeeping, payroll, etc.) for our business, as well as our personal accounting.
  • What is there to say about Sam except that she is amazing beyond words. I of course am beyond sad that I have to find someone who won’t even come close to who and what Sam is all about to take care of my tax needs. She cares about you on a professional level and a personal level as well. She never misses a beat and finds ways for me to save that I didn’t even know we’re possible.
  • Samantha is the greatest. Understands what needs to be done and helps with every tax issue I have. Sure gonna miss her. 
  • This is a tax pro that works hard to provide accurate and timely service. Staff is friendly and always helpful either in person or on the phone. The office is busy, but there’s always time for handling the client’s needs. I definitely feel my pro has an interest in my life and from conversations we’ve had, I get the idea she learns a bit more about my tax situation by visiting with me. I couldn’t ask for more from a tax preparer. Thanks, Sam for all you do.
  • Sam at office in Worthington is an amazing lady and she cares about you and your tax health. She makes sure to advise you on the next years’ steps before they become a problem based on your change in income from the year prior.
  • Samantha does a great job with my taxes and she’s very friendly and always very upbeat about things. I enjoy having her assistance with my taxes each time.
  • The taxes were prepared in depth and informative to all new tax laws. Sam was also interested in our personal lives and how our family is doing, that is special to me.
  • Samantha is very good at her job. Very knowledgeable in tax preparation for truckers as well as other business and individual tax preparation. She is very thorough, leaving no stone unturned when it comes to all those wonderful deductions. We will miss her so much that we will be doing business with her in Colorado!

This unpaid client testimonial may not reflect the experience of other customers and does not guarantee future success or performance.