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Whitney & Associates

Financial Services

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Whitney & Associates

Overview

Tax and Financial Services - Specializing in tax preparation for individuals, small businesses, and non-profit foundations. We have Enrolled Agents on staff and over 20 years of tax specialization, which allows our expertise to assist in an audit. For individuals, we work closely with real estate and mortgage professionals, and have a keen understanding of the deductions associated with the industry. We work with many industries and treat all our clients with the service they deserve. For businesses, we can provide bookkeeping services to ensure your monthly expenses and income are managed properly. We pride ourselves on personalized service with one-on-one interviews resulting in completed returns by the end of the appointment. We are located in Campbell and will have multiple locations by the end of the year. Whitney & Associates looks forward to working with you and values your business. Should you have any questions, please feel free to contact us.