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Ponte Vedra Accountant and Financial Services Professional

Beverly Whitman, CPA, CFP®

I am a licensed Certified Public Accountant (CPA) in the state of Florida as well as a Certified Financial Planner® Practitioner ( CFP®). I provide comprehensive tax and financial planning services to individuals and small businesses.

Please call me today - I'll be happy to offer you a complimentary initial consultation. Thanks for visiting!

Learn more about my CPA firm in Ponte Vedra, FL...

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The Anatomy of a Supplemental Health Plan

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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

A Bucket Plan to Go with Your Bucket List

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Money that Buys Good Health is Never Ill Spent

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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