11 Tax Preparation Services Westlake Village Locals Trust

Filing taxes in Westlake Village means dealing with California's notoriously complex tax code on top of federal requirements. Whether you're a W-2 employee, a freelancer juggling 1099s, or a small business owner sorting through deductions, choosing the right help matters. The wrong preparer can cost you money, or worse, trigger an IRS notice. That's why finding trusted tax preparation services Westlake Village residents actually rely on is worth the research, and exactly what this list is built to help you do.

We put together this roundup of 11 reputable tax preparation providers serving the Westlake Village area, covering everything from solo practitioners and CPA firms to specialized services for self-employed filers and non-residents. Each option on this list was selected based on the types of returns they handle, their professional credentials, and their track record with local clients.

At TaxesToday, we know what quality tax preparation looks like, our CTEC-certified and IRS-registered preparers have handled complex filings for individuals, families, freelancers, and small businesses across California and all 50 states for over 15 years. We included ourselves on this list because we serve Westlake Village clients through both virtual and in-person options, but we also believe you deserve to compare your choices. So here are 11 tax preparation services worth considering for your next filing season.

1. TaxesToday

TaxesToday serves Westlake Village clients through both virtual and in-person appointments, handling everything from straightforward W-2 returns to complex filings for self-employed individuals and small businesses. With over 15 years of experience and a team of IRS-registered and CTEC-certified preparers, TaxesToday is built to handle tax situations that go beyond what basic software can manage on its own.

What they offer

TaxesToday covers a wide range of federal and California state tax preparation services. Whether you need a standard individual return or something more involved, a licensed preparer handles your documents directly rather than routing you through automated tools.

Services include:

• Individual and family tax returns (all filing statuses)
• Self-employed and 1099 income filing (Schedule C)
• Small business, LLC, and S-Corp tax preparation
• Non-resident and international tax filing (1040NR, Form 8843)
• Amended returns (Form 1040-X) and back tax filing
• Tax extensions (Form 4868) and IRS notice support
• Tax return review and second opinion services

Best for

TaxesToday is a strong fit if your tax situation involves multiple income streams, business deductions, or any filing that requires more than a basic return. Freelancers with 1099 income, small business owners tracking expenses, and non-residents navigating U.S. tax rules will find that TaxesToday's experience directly addresses those needs.

If you're looking for tax preparation services Westlake Village residents can use fully remotely, TaxesToday's virtual process makes it straightforward to get a complete, accurate return filed without visiting an office.

TaxesToday also works well for filers who have fallen behind on prior-year returns or received an IRS notice and need professional help getting back into compliance. The firm's breadth of services means your situation won't require a handoff to another provider when things get complicated.

How the process works

You start by submitting your tax documents securely through TaxesToday's intake process. A certified preparer reviews your information, identifies applicable deductions and credits, and prepares your return. Before anything is filed, you receive a copy to review and approve.

Once you approve, TaxesToday e-files directly with the IRS and the California Franchise Tax Board where applicable. If a document is missing or something needs clarification, the preparer contacts you directly, keeping the process free of unnecessary delays from start to finish.

Pricing and what affects total cost

TaxesToday's pricing starts at $99 for basic individual returns, which puts them well below what most CPA firms charge in California. The final cost depends on the complexity of your return, including the number of income sources, whether you have business income, and which schedules need to be prepared.

Factors that can affect your total include:

• Number of W-2s, 1099s, or K-1s included
• Whether Schedule C, E, or other business schedules apply
• State returns beyond California
• Amended or prior-year returns
• IRS notice response or additional correspondence

TaxesToday provides pricing transparency upfront so you know what to expect before committing to anything.

2. Foster, Griffith & Allen, Inc.

Foster, Griffith & Allen, Inc. is a CPA firm serving clients in the Westlake Village area with a focus on tax preparation, tax planning, and accounting for individuals and businesses. The firm brings licensed CPA-level credentials to every engagement, which matters when your return involves significant assets, business income, or deductions that require careful documentation.

What they offer

Foster, Griffith & Allen handles tax preparation and planning for individuals, partnerships, corporations, and trusts. Beyond filing returns, the firm provides accounting and financial reporting services, which makes them a practical choice if you want your taxes and your books managed by the same team. Their CPA credentials also allow them to represent clients before the IRS when compliance issues come up.

Best for

This firm works well for business owners and high-income individuals who want CPA-level oversight of their full financial picture. If you run a corporation or partnership and need someone who can connect your financial statements directly to your tax filings, Foster, Griffith & Allen is worth a closer look.

If you want a firm that handles both accounting and taxes under one roof, a full-service CPA practice removes the need to coordinate between multiple providers throughout the year.

How the process works

You typically start by scheduling a consultation with the firm to discuss your tax situation and gather the necessary documents. The assigned CPA reviews your financials, identifies applicable deductions, and prepares your return before presenting it for your approval. Throughout the process, the firm communicates directly with you to address any questions or missing documentation without unnecessary back-and-forth.

Pricing and what affects total cost

Foster, Griffith & Allen does not publish standard pricing on their website, which is common among CPA firms that tailor fees to each client's circumstances. Your total cost will depend on the type and complexity of your return, whether you need additional services like bookkeeping, and whether IRS representation is involved. Expect rates that reflect CPA-firm expertise, which typically run higher than the basic tax preparation services Westlake Village residents might find at a national chain or solo preparer.

3. Westward Financial & Tax Relief, Inc.

Westward Financial & Tax Relief, Inc. brings a combined focus on tax preparation and tax relief to the Westlake Village area. This means they go beyond just filing your current-year returns and also help clients who owe back taxes, face IRS collections, or need structured arrangements to get back into compliance.

What they offer

Westward Financial handles individual and business tax preparation alongside tax relief and resolution services. Their dual focus on filing and compliance sets them apart from preparers who only handle standard returns. Services typically include federal and state tax preparation, IRS audit representation, back tax resolution, installment agreements, and penalty abatement requests.

Best for

This firm is a strong fit for clients dealing with IRS debt or compliance issues in addition to their current-year filing needs. If you owe money to the IRS, have unfiled prior-year returns, or received a collection notice, Westward Financial's tax relief focus gives them an advantage over preparers who only handle routine filings. Small business owners who need help staying current on payroll taxes and estimated payments will also find them relevant.

If you're searching for tax preparation services Westlake Village residents can rely on for both filing and resolving past tax problems, Westward Financial addresses both through a single provider.

How the process works

You start by discussing your full tax situation with the firm, including any outstanding IRS issues. From there, the team determines which filings are needed and whether relief programs apply. They prepare your returns and, where applicable, negotiate directly with the IRS on your behalf to reach a resolution that fits your circumstances.

Pricing and what affects total cost

Westward Financial does not publicly list their standard pricing, which is common for firms that combine preparation and resolution services. Your total cost depends on the complexity of your filing, how many prior-year returns need attention, and whether active IRS negotiation is part of the engagement. Tax relief work typically carries higher fees than standard preparation alone, so requesting a clear estimate upfront is worth doing before you move forward.

4. Holthouse Carlin & Van Trigt

Holthouse Carlin & Van Trigt (HCVT) is a regional CPA firm with a strong presence across Southern California, including clients in the Westlake Village area. The firm carries significant credentials and resources, making it a practical option for individuals and businesses that need enterprise-level tax expertise without leaving the region.

What they offer

HCVT provides a broad range of tax and advisory services covering individual returns, corporate tax, partnership tax, estate and trust planning, and international tax matters. The firm also delivers audit, accounting, and advisory services, giving clients access to a full-service team under one roof. Their scale means they can handle complex, multi-entity tax situations that smaller local firms may not have the bandwidth to address.

Best for

HCVT is best suited for high-net-worth individuals, business owners, and corporate clients who need a sophisticated level of tax planning and preparation. If your situation involves pass-through entities, estate planning, or cross-border transactions, the firm's depth of specialization directly matches those needs. Clients who want a long-term relationship with a firm that can grow alongside a complex financial picture will find HCVT a natural fit.

If you're looking for tax preparation services Westlake Village professionals use for complex business and personal returns, HCVT's regional footprint and specialist teams give them a clear advantage over smaller practices.

How the process works

You begin by contacting the firm and connecting with a team member who matches your specific tax needs. HCVT assigns a dedicated professional to your engagement, coordinating across the firm's departments as needed. Your return gets reviewed at multiple levels before it's submitted, which reflects the firm's structured quality control process.

Pricing and what affects total cost

HCVT does not publish standard pricing, and fees reflect the firm's positioning as a full-service regional CPA practice. Expect costs to run higher than solo preparers or national chains, with your total depending on the scope of services, the number of entities involved, and the complexity of your tax situation. Requesting a consultation first gives you a clearer picture of what your engagement would cost before you commit.

5. H&R Block

H&R Block is one of the most widely recognized tax preparation services in the country, and Westlake Village residents have access to local offices staffed by trained tax professionals. While H&R Block is known for its national footprint, the local branches provide in-person filing support that connects you with a real preparer rather than leaving you to navigate software on your own.

What they offer

H&R Block handles individual and family tax returns across all filing statuses, along with self-employed returns and small business filings. Their preparers are trained to handle Schedule C income, itemized deductions, and investment-related filings, covering most situations a typical filer in Westlake Village will encounter. They also offer an online filing option if you prefer to work remotely rather than visit a branch.

Best for

H&R Block suits filers with straightforward to moderately complex returns who want the reassurance of working with a known brand backed by professional staff. If your primary concern is getting a standard W-2 or simple self-employed return filed accurately without spending what a CPA firm charges, H&R Block is a practical middle-ground option.

For tax preparation services Westlake Village residents need on a tighter budget without sacrificing in-person support, H&R Block provides a recognizable and accessible option.

How the process works

You can book an appointment online or walk into a local office with your documents. The assigned preparer reviews your income, deductions, and applicable credits, then prepares your return while you're present or shortly after your appointment. Before filing, you review and sign off on the completed return, and the preparer submits it electronically to the IRS.

Pricing and what affects total cost

H&R Block's pricing depends on the complexity of your return and the services selected. Basic returns cost less, while returns involving self-employment, rental income, or multiple states carry higher fees. Their pricing structure is generally transparent before you commit, though add-ons like audit support or refund advance products can increase the total. Checking with your local branch gives you the most accurate estimate for your specific situation.

6. Block Advisors

Block Advisors operates as a small business-focused division of H&R Block, designed specifically for self-employed individuals and small business owners who need more specialized attention than a standard H&R Block office typically provides. While it shares the same parent company, Block Advisors brings a dedicated team that focuses on business-related tax needs year-round rather than just during filing season.

What they offer

Block Advisors handles small business tax preparation, bookkeeping, and payroll services for sole proprietors, LLCs, S-Corps, and partnerships. Their preparers carry additional small business certifications, which means they focus specifically on the types of deductions and filings that business owners encounter most. Services include Schedule C preparation, entity-level tax returns, and state filings, along with bookkeeping support for clients who need help keeping their records organized before tax season starts.

Best for

Block Advisors fits self-employed filers and small business owners who want a nationally backed service with a dedicated small business focus rather than a general-purpose preparer. If your income comes from a mix of freelance contracts, business operations, or an LLC, Block Advisors is built around those exact filing needs.

For tax preparation services Westlake Village small business owners need from a structured, recognizable provider, Block Advisors fills a specific gap that standard tax chains don't address as directly.

How the process works

You start by booking an appointment with a certified small business tax pro, either in person or through their virtual service option. The preparer works through your income, expenses, and applicable deductions while guiding you on any documentation that might strengthen your return. Before submission, you review and sign off on the completed return, and the preparer handles e-filing from there.

Pricing and what affects total cost

Block Advisors does not list flat pricing publicly since costs vary based on the complexity of your business return, how many schedules apply, and whether you add bookkeeping or payroll services. Business returns generally cost more than individual filings, so requesting a quote upfront before the process begins gives you a realistic picture of your total cost.

7. TurboTax Westlake Village

TurboTax is a self-guided tax software platform rather than a local office with in-person staff, which is an important distinction to understand before you commit to using it. Westlake Village residents can access TurboTax entirely online, working through their return using a step-by-step interview process that walks you through your income, deductions, and credits without requiring you to know tax code by heart.

What they offer

TurboTax covers individual and family returns across all filing statuses, including W-2 income, investment income, rental properties, and self-employment. Their platform includes a Live Assisted option, where you can connect with a tax professional via screen-share or chat if you get stuck, and a Full Service option where a TurboTax expert prepares your return entirely on your behalf.

Best for

TurboTax works best for filers with relatively straightforward tax situations who are comfortable navigating software and uploading their own documents. If your income comes primarily from a single employer and your deductions are uncomplicated, the platform handles your return efficiently. It is less ideal when your situation involves multiple business entities, back taxes, or IRS correspondence that requires direct professional representation.

For tax preparation services Westlake Village residents want to complete independently without scheduling appointments, TurboTax provides a structured digital option for standard returns.

How the process works

You create an account, select your filing tier based on your tax situation, and work through the software's guided questions. TurboTax pulls data directly from your W-2 or 1099 forms when employers have submitted them electronically, which reduces manual entry. Once you complete your return, the platform reviews it for common errors before you submit it to the IRS.

Pricing and what affects total cost

TurboTax charges based on the tier you select, ranging from a free option for simple federal returns to higher-priced tiers for self-employment, investments, or rental income. State filing carries an additional fee on most tiers, and the Live Assisted or Full Service upgrades increase costs significantly. Comparing your final total against a local preparer's quote is worth doing before you start.

8. The Dubrow Group CPAs

The Dubrow Group CPAs is a California-based CPA firm serving individuals and businesses in the Westlake Village area with a focus on personalized tax preparation and financial planning. The firm's licensed CPAs bring formal credentials and direct accountability to every engagement, which matters when your return involves more than just a single W-2 and a standard deduction.

What they offer

The Dubrow Group handles individual and business tax preparation alongside tax planning and advisory services. Their team works across multiple entity types, including S-Corps, partnerships, and LLCs, making them relevant for clients whose tax picture extends beyond personal returns. They also assist with IRS correspondence and audit support, which adds a layer of representation that software-only options and less credentialed preparers cannot provide.

Best for

This firm fits clients who want CPA-level expertise applied to both their personal and business tax returns without jumping to one of the larger regional firms. If your financial situation involves pass-through income, rental properties, or multi-state filing, the firm's depth of experience directly addresses those needs.

For tax preparation services Westlake Village clients need from a licensed CPA team that handles both individual complexity and business filings, The Dubrow Group brings the credentials to cover both sides.

How the process works

You begin by scheduling a consultation with a CPA at the firm to walk through your tax documents and financial situation. The assigned professional identifies deductions and structures your return appropriately before preparing a draft for your review. Once you confirm the details, the firm e-files your return and handles any follow-up questions from the IRS directly if they come up.

Pricing and what affects total cost

The Dubrow Group does not publish standard pricing online, which is typical for CPA firms that size fees to the scope of each client's return. Your total will reflect the number of schedules involved, whether business returns are included, and the level of planning or representation needed beyond filing. Asking for a clear fee estimate during your initial consultation is the best way to avoid surprises.

9. Sherbetjian Premium Tax Services

Sherbetjian Premium Tax Services is a local tax preparation firm serving clients in and around Westlake Village, with a focus on delivering personalized service that national chains and large CPA firms often overlook. The firm takes a hands-on approach, working directly with each client to make sure their return is accurate and complete before anything goes to the IRS.

What they offer

Their services cover individual and self-employed tax returns for both federal and California state filings across a range of client situations. The firm also prepares small business and LLC returns, making them practical for clients whose income includes both personal and business filing needs.

Services include:

• Individual returns across all filing statuses
• Self-employed and 1099 income filing
• Small business and LLC tax preparation
• California state and federal e-filing

Best for

This firm works well for clients who value direct communication with their preparer throughout the filing process rather than being routed through a support team or automated system. If your situation involves self-employment income or a small business, Sherbetjian's focused scope means your return gets dedicated attention rather than being processed through a high-volume operation.

For tax preparation services Westlake Village residents want from a smaller firm that prioritizes direct client relationships, Sherbetjian brings a personal approach that larger practices don't always match.

How the process works

You start by contacting the firm to discuss your tax situation and gather the necessary documents. The preparer reviews your income, deductions, and filing status before preparing your return. Before anything is submitted, you review and confirm the completed return so you understand exactly what was reported.

If any documents are missing, the preparer reaches out to you directly rather than putting your return on hold. This direct communication keeps things moving without unnecessary delays.

Pricing and what affects total cost

Sherbetjian does not publish standard fees online, which is typical for smaller local practices that price based on the complexity of each client's return. Your total depends on the number of schedules involved, whether business income applies, and how many state returns are needed. Asking for a clear quote before work begins gives you a realistic sense of what to expect.

10. Starlite Tax Solutions

Starlite Tax Solutions is a local tax preparation firm serving individuals and small business owners in the Westlake Village area. The firm focuses on accurate, timely filing for clients across a range of personal and business tax situations, offering a more accessible alternative to larger CPA practices for filers who need professional oversight without the overhead that comes with a regional firm.

What they offer

Starlite Tax Solutions covers federal and California state tax preparation for individuals, self-employed filers, and small businesses. Their service scope includes returns for multiple filing statuses, self-employment income, and small business entities. If you need a preparer who can handle your personal return alongside a basic business filing, Starlite covers both without requiring you to work with two separate providers.

Best for

Starlite Tax Solutions works well for individuals and sole proprietors with moderate filing complexity who want direct service from a local firm rather than a national chain or a high-volume operation. If your return involves self-employment deductions or a small business entity but doesn't require the resources of a full CPA firm, Starlite fits that middle range effectively.

For tax preparation services Westlake Village residents need from a local firm that handles both personal and small business returns in one place, Starlite Tax Solutions provides a focused and practical option.

How the process works

You start by reaching out to the firm to provide an overview of your tax situation and gather your documents. The preparer reviews your income sources, applicable deductions, and filing requirements before drafting your return. You review and confirm the completed return before anything is submitted to the IRS or California Franchise Tax Board.

Pricing and what affects total cost

Starlite Tax Solutions does not publish standard pricing publicly, which is common among local independent preparers who size fees based on each client's return. Your final cost depends on the complexity of your filing, whether business schedules apply, and how many state returns are included. Asking for a quote at the start of your engagement gives you a clear picture before any work begins.

11. David Fox

David Fox is a local tax preparer serving individuals and small business clients in the Westlake Village area with a straightforward, direct approach to filing. His practice is smaller in scale than the regional CPA firms on this list, which allows him to give each client more focused attention rather than routing your return through a large team.

What they offer

David Fox handles federal and California state tax preparation for individual filers and self-employed clients across a range of filing situations. His services cover standard personal returns, self-employment income, and basic small business filings, making him a relevant option if your needs fall within those categories.

Best for

This preparer fits individuals and sole proprietors looking for a local, one-on-one filing experience without the overhead costs that come with a full CPA firm. If your return involves W-2 income, basic self-employment, or straightforward deductions and you want a local professional handling it directly, David Fox is worth considering.

For tax preparation services Westlake Village residents need from an individual local preparer who keeps things simple and personal, David Fox offers that direct working relationship.

How the process works

You start by contacting David Fox directly to discuss your tax documents and filing needs. He reviews your income sources and applicable deductions before preparing your return, then walks you through the completed return before submission. Communication runs directly between you and him throughout the process, which keeps things clear without extra layers of coordination.

Pricing and what affects total cost

David Fox does not list standard pricing publicly, which is common among independent preparers who size fees based on each client's individual circumstances. Your final cost depends on the complexity of your return, the number of schedules involved, and whether state filings beyond California are required. Asking for a clear estimate before the work begins is the most reliable way to understand what your filing will cost before you commit to moving forward with his services.

Next Steps

You now have a solid overview of 11 tax preparation services Westlake Village residents actually use, ranging from solo preparers to full-service CPA firms. The right choice depends on your specific situation: your income type, filing complexity, and how much support you want throughout the process.

Start by narrowing your list to two or three providers that match your needs, then request a quote or consultation from each before committing. Ask about their credentials, how they handle your type of return, and what happens if the IRS follows up after your return is filed. Those answers tell you more than a website description ever will.

If you want a licensed, certified preparer who handles everything from W-2 returns to self-employed filings and international tax situations, get your taxes prepared by TaxesToday for a straightforward, accurate filing experience starting at $99.