Personalized tax preparation services

Specializing in small businesses, employee stock options and nationwide rental properties.

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One-On-One Assistance

Whitney & Associates delivers personalized tax preparation services, offering one-on-one assistance to both individuals and businesses. Our tax preparation services are customized to meet the distinct needs of each client, aiming for optimal results and maximum returns. Leveraging the latest technology, we archive and safeguard your source documentation, while ensuring swift processing of your returns with the IRS. We remain well-informed and adapt to the dynamic terrain of tax law through regular participation in seminars, continuous education, and collaborative efforts within the taxation community, both locally and nationally.

900 E. Hamilton Avenue, Suite 100 Campbell, California, 95008900 E. Hamilton Avenue, Suite 100 Campbell, California, 95008

Optimized Results

Our dedication to providing personalized service with a touch of personality distinguishes us from the rest. We value engaging in open discussions with our clients, delving into their unique circumstances to optimize deductions and avoid unnecessary tax payments. Honesty and integrity are at the forefront of our client interactions, establishing confidence and trust. Our commitment to ethical practices is the driving force behind the growth of our business through referrals. We invite you to choose us for your tax preparation needs, and eagerly anticipate the opportunity to earn your valued business.

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