ABOUT US

Westwood Tax & Consulting LLC is dedicated to providing you with the best financial guidance possible by customized packages tailored to your specific needs. We believe in client individuality, and that’s why our consultations are the most important part of the process. It’s when we get to know your needs, your business, your goals, and at the same time, you get to know us. We like to think of it as a first date without the pressure of whether you’ll get a call the next day.

As one of the leading firms in the New York area with an astounding client retention rate, we are meticulous and serious about your taxes and finances. And our services include everything from individual and corporate tax preparation to bookkeeping and write-ups. You work hard, so you deserve to feel comfortable about how your money is being handled and who is handling it.

WHAT WE DO

Our mission is to help you maintain financial viability in the present, while taking a proactive approach to achieve your future goals. We accomplish this through open communication, understanding your needs, conducting extensive research, and providing sound analysis for your financial well-being. As a staple of the business community for years, we pride ourselves on the level of esteem we have earned, a direct derivative of our talented team and dedication to our clients.

OUR TEAM

Joshua Zimmelman

josh@westwoodtax.com

A forward-thinking entrepreneur and passionate family man, Josh Zimmelman graduated from Yeshiva University in 2003 with a degree in accounting. After learning the ropes and excelling at several large firms, Josh took the leap to launch his own firm in 2010. In just a few years, Westwood Tax & Consulting has become a booming full-service accounting firm that demystifies the perplexing world of taxes for individuals and small businesses. It is his goal to make taxes not only bearable, but even a little bit fun for his clients. One meeting with Josh and you will understand why Westwood Tax & Consulting has earned its stand-out reputation and loyal client base. Always excited to share his tax knowledge, Josh has been quoted in the Wall Street Journal, Newsday, USA Today, The Huffington Post, and US News & World Report. And when he’s not crunching the tough numbers, you can find him at home on Long Island where he plays his most important role as a devoted husband and father to four loving and beautiful children.

Tami Zimmelman

tami@westwoodtax.com

A lawyer who spent 15 years working for the Federal government, Tami joined the practice in October 2020 to assist our clients with navigating the legal aspects of their tax situation. From creating corporate legal entities and drafting governing documents to representing clients with the IRS in defending audits and negotiating Offers In Compromise. Tami is here to help! Outside the tax world, she is a professional pianist who has shared her love of music with children and adults of all ages teaching piano. During down time, Tami and Josh love traveling with their 4 children and exploring new sights, sounds, and especially foods!

Abby Rose Dalto

abby@westwoodtax.com

Abby joined the practice in January 2016 as our bookkeeping guru. She helps our business and individual clients stay organized and informed by maintaining their financial records. In addition to balancing the books, Abby serves as our office manager and keeps things calm during the tax season rush. Abby prides herself on spreadsheets and has yet to find one that she cannot master. As a published author and copy editor, she also lends a hand in maintaining the firm’s social media and other communications. Her favorite part is picking a silly meme every Friday. Abby is a graduate of Purchase College and currently lives on Long Island with her son.