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Comprehensive Financial Services

My firm provides comprehensive financial services that are tailored for my clients’ unique needs and situations. I will work hand in hand with you to assess your goals, understand your priorities and develop a long-standing relationship built on trust. My goal is to partner with you to provide continuous counsel and help you pursue the life you and your family deserve. I start this by openly discussing the 8 Wealth Management Issues®, which encompasses the financial challenges that affect everyone at some point in their lives. Offering exceptional service and a holistic approach is the premise behind the services offered at Beverly Whitman CPA, CFP®.

  

FINANCIAL

  • Wealth Management
  • Cash Flow and Debt Management
  • Family Risk Management
  • Retirement Planning
  • Education Planning
  • Special Situations Planning

TAX

  • Individual Tax Planning and Preparation
  • Business Tax Planning and Preparation
  • Estate and Gift Tax Planning and Preparation

BOOKKEEPING**

  • Periodic reviews of financial statements and other information to determine appropriate owner distributions and estimated tax payments
  • General QuickBooks support and training
** offered as a “value added” service to tax clients only…not offered as a “stand alone” service