Potomac Wealth & Tax

Accounting for Legal Practices · Virginia, United States · 1-10 Employees

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Overview

Headquarters

802 Brethour Ct, Sterling, Virginia, 201...

Phone Number

(703) 576-8225

Revenue

<$5 Million

Industry

Accounting for Legal Practices Finance Business Services Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Potomac Wealth & Tax

Potomac Wealth & Tax LLC provides tax services and wealth management solutions tailored for individuals and small businesses. The company focuses on understanding client needs to create personalized plans that help achieve financial goals. Founded by Michael Westwick, a licensed CPA and financial advisor with over eleven years of experience, the firm aims to lower clients' tax liabilities. Their services are designed for the modern financial landscape, ensuring clients receive comprehensive support in managing their wealth.Explore more
Potomac Wealth & Tax's Social MediaPopular SearchesPotomac Wealth & Tax LLCSIC Code 87,872NAICS Code 54,541Show more

Potomac Wealth & Tax Org Chart

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Michael Westwick, Founder at Potomac Wealth & Tax
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Potomac Wealth & Tax

<$5M
1-10
Private
-
2021
<$5M
11-50
Private
-
2013
KR
Karla RamosStaff Accountant
<$5M
11-50
Private
-
-
JM
Jenna MancusoDirector, Operations
<$5M
11-50
Private
-
2021
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Potomac Wealth & Tax is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Potomac Wealth & Tax is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Potomac Wealth & Tax.

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Potomac Wealth & Tax

What is Potomac Wealth & Tax's official website?
Potomac Wealth & Tax's official website is www.potomacwealthtax.com
What is Potomac Wealth & Tax's Revenue?
Potomac Wealth & Tax's revenue is <$5 Million
What is Potomac Wealth & Tax's SIC code?
Potomac Wealth & Tax's SIC: 87,872
What is Potomac Wealth & Tax's NAICS code?
Potomac Wealth & Tax's NAICS: 54,541
How many employees does Potomac Wealth & Tax have?
Potomac Wealth & Tax has 1-10 employees
What industry does Potomac Wealth & Tax belong to?
Potomac Wealth & Tax is in the industry of: Accounting for Legal Practices, Finance, Business Services
What is Potomac Wealth & Tax competition?
Potomac Wealth & Tax top competitors include: Canavati & Associates, Bright Beginnings Bookkeeping, Tax Mastery Podcast, Numinous Bookkeeping
How do I contact Potomac Wealth & Tax?
Potomac Wealth & Tax contact info: Phone number: (703) 576-8225 Website: www.potomacwealthtax.com
What does Potomac Wealth & Tax do?

Potomac Wealth & Tax LLC provides tax services and wealth management solutions tailored for individuals and small businesses. The company focuses on understanding client needs to create personalized plans that help achieve financial goals. Founded by Michael Westwick, a licensed CPA and financial advisor with over eleven years of experience, the fi... rm aims to lower clients' tax liabilities. Their services are designed for the modern financial landscape, ensuring clients receive comprehensive support in managing their wealth.Read More

What are Potomac Wealth & Tax social media links?
Potomac Wealth & Tax Linkedin page
Is Potomac Wealth & Tax a public company?
Potomac Wealth & Tax is private company therefore does not currently have an official ticker symbol
See more information about Potomac Wealth & Tax

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