Michael Westwick
Tax & Wealth Management
- Role
- Owner at Potomac Wealth & Tax Llc
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Michael Westwick
I help clients pay the least amount in taxes while also building their wealth in a tax…
Experience
Owner
May 2022 — Present · Sterling, VA
Potomac Wealth & Tax is a boutique financial services firm located in Northern Virginia. We specialize in individual & business taxation, Retirement planning, and wealth management. Please reach out for more information.
Education
Shippensburg University of Pennsylvania
Bachelor's degree, Finance & Accounting
2008 — 2013
Skills
- Gaap Standards
- Financial Planning
- Management
- Tax Preparation
- Event Planning
- Finance
- Financial Analysis
- Accounting
- Tax Planning
- Retirement Planning
- Auditing
- Tax Research
- Investments
- Financial Advisory
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