A full-scale CPA firm in Venice, Florida. We offer our clients a traditional complement of accounting services, plus a number of unique services they can't find anywhere else such as eBookkeeper, our Quickbooks based outsource accounting system. We believe that our clients' time is as important as ours, so we deliver a professional, accurate product on time, every time.
To give our clients the utmost assurance of that accuracy, we also have respected colleagues periodically review our work as part of a prestigious peer-review process. Most importantly, we want our clients to know that there are real people standing behind our work-real people who are only a phone call away, and who are always available to listen to questions and concerns.
While we're completely fluent in the tax code, we take care to explain your financial picture to you in plain English, in terms you can understand. At Whittaker & Saucier, our goal is to place our clients on solid financial footing whether they're individuals or large corporations, or anything in between.
To give our clients the utmost assurance of that accuracy, we also have respected colleagues periodically review our work as part of a prestigious peer-review process. Most importantly, we want our clients to know that there are real people standing behind our work-real people who are only a phone call away, and who are always available to listen to questions and concerns.
While we're completely fluent in the tax code, we take care to explain your financial picture to you in plain English, in terms you can understand. At Whittaker & Saucier, our goal is to place our clients on solid financial footing whether they're individuals or large corporations, or anything in between.
Services
Our CPAs and staff accountants are well-versed in preparing individual tax returns.
Both for individuals and certain business clients, the Form 1040 is likely the only return that will be filed.
For that reason, it's imperative that you find an accounting firm with the tax planning experience to help you discover the most advantageous ways to file.
At Whittaker & Associates, our accountants will find the best way to minimize your tax liability and maximize your savings over both the short term and the long term.
Both for individuals and certain business clients, the Form 1040 is likely the only return that will be filed.
For that reason, it's imperative that you find an accounting firm with the tax planning experience to help you discover the most advantageous ways to file.
At Whittaker & Associates, our accountants will find the best way to minimize your tax liability and maximize your savings over both the short term and the long term.
At Whittaker & Saucier, we have extensive accounting experience in tax preparation and tax planning for all types of businesses, from small partnerships to large C Corporations.
While some businesses need only file an individual Form 1040 (please see our section on Individual Tax Preparation and Tax Planning), traditional corporations, as well as partnerships, are required to file their own returns.
We also have extensive knowledge about tax preparation for community associations.
Taxation of associations (including condominium and homeowners' associations) requires that they make an election, on an annual basis, concerning which form to file.
While some businesses need only file an individual Form 1040 (please see our section on Individual Tax Preparation and Tax Planning), traditional corporations, as well as partnerships, are required to file their own returns.
We also have extensive knowledge about tax preparation for community associations.
Taxation of associations (including condominium and homeowners' associations) requires that they make an election, on an annual basis, concerning which form to file.
With the changing estate tax law and the exclusion amount for taxable estates changing, relatively few individuals have had to file estate tax returns, or Form 706, in the last several years.
As a result, many individuals assume that the estate tax will never apply to them, and that they don't need to consider it as part of their tax planning.
The fact is, however, that those who are liable for the estate tax are taxed in the highest bracket, and it remains one of the most complicated areas of tax law.
As a result, many individuals assume that the estate tax will never apply to them, and that they don't need to consider it as part of their tax planning.
The fact is, however, that those who are liable for the estate tax are taxed in the highest bracket, and it remains one of the most complicated areas of tax law.
Our proprietary eBookkeeper takes advantage of the latest on-line technology-including fax, email, and an ultra-secure Internet server-to bring your company a fresh approach to bookkeeping.
Technology however, is only as good as the human intellect behind it.
Underlying eBookkeeper is the rich experience of our talented team of CPAs and accountants, who can offer your business a streamlined bookkeeping product and as much personal attention as you require.
Combining the Internet with our accounting knowledge, eBookkeeper can provide you with timely and accurate financial reports tailored to the unique needs of your business.
Technology however, is only as good as the human intellect behind it.
Underlying eBookkeeper is the rich experience of our talented team of CPAs and accountants, who can offer your business a streamlined bookkeeping product and as much personal attention as you require.
Combining the Internet with our accounting knowledge, eBookkeeper can provide you with timely and accurate financial reports tailored to the unique needs of your business.
Many businesses, including non-profit organizations, are required to produce a formal accounting report for third party review at least once during the year.
At Whittaker & Saucier, our CPAs can assist you in determining the type of report you'll need, and prepare it accurately, professionally, and on time.
Compilations are the least formal type of accounting report.
For many businesses, annual compilations are perfectly appropriate to meet many reporting requirements.
For others, compilations are appropriate on a monthly or quarterly basis.
At Whittaker & Saucier, our CPAs can assist you in determining the type of report you'll need, and prepare it accurately, professionally, and on time.
Compilations are the least formal type of accounting report.
For many businesses, annual compilations are perfectly appropriate to meet many reporting requirements.
For others, compilations are appropriate on a monthly or quarterly basis.
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