Whitney & Associates provides personal one-on-one financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The tax preparation services we provide are tailored to the unique needs of each client, ensuring optimal results and maximized returns. Our firm uses the latest technology to archive and preserve your source documentation and provide the fastest processing of your returns with the I.R.S. We are well-informed and continually adapt to the ever-changing world of tax law through seminars, continued education, and shared resources within the taxation community.
We pride ourselves on the personalization of our services. We believe that sitting together with our clients and openly discussing their unique situation allows us to optimize deductions and ensure our clients do not overpay taxes. We treat our clients with courtesy and integrity while maintaining ethical boundaries; this instills confidence and trust in our clients and has led us to focus on referral-based services. We hope you will consider us for your tax preparation needs and look forward to your valued and trusted business.