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About Us

About Our Firm

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.

Our Mission

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.

 

Whether you are a small business or an individual looking for personalized financial guidance, Westwood Tax & Consulting LLC is here for you.

 

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.

Abby Rose Dalto

abby@westwoodtax.com

Abby joined the practice in January 2016 as our bookkeeping guru. She keeps our business and individual clients organized and informed by maintaining their financial records. In addition to keeping the books balanced, Abby serves as our office manager keeping things calm during the tax season rush. Abby prides herself on spreadsheets and has yet to find one that she does not love. As a published author and copy editor, she also lends a hand in maintaining the firm's social media. Abby is a graduate of Purchase College and currently lives on Long Island with her daughter.

Keyi Peng

keyi@westwoodtax.com

Currently a student at Baruch College, Keyi does not let her school work stop her from pursuing real life opportunities. She is working towards a BBA in Accounting and joined Westwood Tax in January 2020 to further her knowledge in the world of taxation and accounting. When she’s not reconciling an account or helping file tax returns, you can find her studying in the school library for her next exam. Outside of work, she spends her leisure time traveling with her friends or family as well as enjoy a good work out at the gym

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