MARK L. WESTERMAN, CPA

As a certified public accountant operating under the individual's name, the firm's core services likely include individual and business tax preparation, tax planning, IRS audit representation, and general accounting. Many sole-practitioner CPAs also provide estate and trust tax consulting, retirement planning guidance, and small-business advisory — effectively bundling the tax compliance and rudimentary family-office functions that high-net-worth families require.

There is no public evidence of a registered investment advisor (RIA) entity, broker-dealer affiliation, or discretionary asset management service operating under the Mark L. Westerman, CPA banner. CPA-led practices of this type often coordinate with external wealth managers or provide investment oversight as an ancillary service within the tax-planning engagement, but do not typically manage assets directly unless separately registered.

The firm is structured as a sole proprietorship or professional corporation centered on one licensed CPA, Mark L. Westerman. This structure is typical for accounting practices where the principal's personal credential, insurance coverage, and direct client relationships define the business. There are no publicly identified additional partners, branch offices, or ancillary corporate entities.

The firm's precise office location is not publicly confirmed, but a US-based CPA practicing under a personal name typically serves clients concentrated in a single metropolitan area or state. Without additional filings, the practice should be assumed to operate regionally, likely in a location where Mark L. Westerman holds a CPA license and established professional network.

Families often engage a dedicated sole-practitioner CPA for the continuity, discretion, and deeply embedded knowledge of personal financial history that institutional firms struggle to replicate. The CPA sits at the intersection of tax compliance, cash-flow visibility, and estate documentation — a role that naturally extends into family-office territory when the client's financial life is complex and the practitioner has served them for decades.