West Consulting Strategies
Empowering Financial Freedom
Tell Me More

Services

We go beyond the limits of a traditional accounting firm, teaching and consulting every step of the way.

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Tax Preparation, Payroll, Bookkeeping, etc
Compliance & Understanding
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DSTs, 1031s, Opportunity Zones
Capital Gains Strategies
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Energy, Oil, & Gas Investments
Investing Strategies
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REITs & Cost Segregations
Real Estate Professionals
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R&D Tax Credits
Research & Growth
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Structured Notes
Learn & Invest

Our Mission

Bringing Financial Advisory & Accountancy Together

Mission Statement

Our Mission is to build and assist accredited investors on their path to financial freedom for themselves and their families.

Our Beliefs

We believe in the power of integrity and efficiency. Taking a holistic approach by having your financial advisor sit at the same table as your CPA maximizes your trajectory for success.

How do we accomplish our mission and beliefs?

We accomplish our mission by working with businesses, investors, and their financial advisors, implementing tax strategies specific to their goals.

Meet The Team!

Johnathan West

Johnathan West, CPA

Founder & Consultant

Johnathan is a dedicated professional on a mission to help businesses succeed and empower others by teaching financial literacy. With a strong background crossing investing with accounting, he understands the ins and outs of running a successful business & portfolio. Beyond his work, Johnathan enjoys outdoor activities such as camping, climbing, hiking, and boxing. Most important to him though is spending quality time with his family.

Annahlise Wilhelm

Annahlise Wilhelm

Bookkeeper & Jr. Tax Preparer

Annahlise has a knack for organization and has found a love for bookkeeping. She is eager to learn, and enjoys helping clients keep themselves organized and on track with their goals. She stays busy between work and motherhood, but enjoys crocheting, sewing, and crafting in her free time.