Weston Tax Associate

EXPERT SOLUTIONS
FOR YOUR TAX
PROBLEMS

We assist small to medium businesses lower their tax liability just like how billionaires avoid estate taxes, by providing professional tax solutions with strategies hidden inside of the US tax code.

OUR STORY

Everything started with a simple question: “How could you pay zero income taxes while building an incredible business?”. This has evolved into an obsession with educating our customers on how to scale explosively and providing tax services for businesses.

What started as a “one-man-show” has rapidly grown into a mature company – gaining expertise and a solid reputation. Consisting of like-minded professionals we are a true melting pot of cultures, languages, and experiences. All of us share a passion for being of service and providing outstanding value to our clients with a single-minded focus on learning everything there is about taxes including corporate tax planning. Our business tax planning services has been vital to our success in an expensive niche business that converts people’s negative tax experiences into something positive and life-changing.

The world of business keeps evolving, and we are changing with it. What was previously a true referral business, the next step in our journey is to use our digital platforms to market our business tax planning services to a larger audience. Throughout this process, we aim to keep the local “feel” while developing a national presence.

OUR ETHOS

Winning Mindset

To be at the forefront of technology-driven tax solutions in the nation.

Moral Compass

Our North Star is delighting our customers using the best tools at our disposal — people, knowledge, and technology.

Empathy / Courage

Successful outcomes are a result of our courage to make difficult and sometimes unpopular decisions to overcome the client’s challenges.

Comprehensive
Global Coverage

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World-Class
Service

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Best-in-class
Software

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CORE COMMITMENTS

Values

Protection for one, protection for all. We utilize strategies buried in the tax code to help you pay yourself instead of the IRS.

Mission

To be the first call for business owners who have any tax-related questions and are looking for a partner to pursue their ultimate goal.

Vision

To provide our clients the absolute best in tax relief services and ways to save income tax while maintaining the highest level of integrity & professionalism.

Testimonial

Read what our clients say

Could not be more satisfied with the outcome. My wife and I are very risk averse, but the team at Weston Tax Associates provided us with a simple and excellent review of my current business and personal situation. On top of that, they provided several scenarios on how to optimize our plan to fit our needs. In the end, it provided a great deal of savings. Cannot stress how impressed I was with the level of details inside the plan and would recommend their services to anyone.
- Mark S., Boca Raton, FL
We've been working with our current accountant for 34 years. In about 20 minutes with the team it was clear we were dealing with someone at a different level. The amount of savings we have missed over the years add up. Our previous accountant was fantastic, but now I know exactly what this type of planning can do for you. Wish I would have found them much earlier. They are extremely easy to communicate with and the process was simple as can be. Have already recommended this to friends and family.
- Thomas and Edith J., West Palm Beach, FL
I have been using the services of Weston Tax Associates for 2 years now. Initially, they handled my difficult tax situation with the IRS in the most helpful and simple way. Since then I've continued to use their services. Cannot speak enough about the time spent to sort out my numbers. Once starting to plan out my taxes in advance it has given me many deductions/credits I didn't know existed or would be eligible for. The best part is the honest advice I received even if I didn't want to agree to their point of view. Everything has always been in order and makes me sleep great at night.
- Annabelle H., Weston, FL
I've always been keen on understanding how the wealthy get away with paying nothing in tax. After working with Weston Tax Associates we have not only accomplished that. but at the same time expanded our current business and invested many of our savings into Real Estate... putting us on the best track to retire earlier than we expected and being able to pay for our childrens college fund. Working with our previous accountant would never have allowed us this freedom. Would wholeheartedly refer them to anyone in my network and anyone else.
- Danny and Maria G, Weston, FL

HOW CAN WE HELP?