Whitney & Associates
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.
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- KW
Kat Whitney
Tax Accountant Owner · Finance & Accounting
EmailPhone - KK
Kelly Karas
Client Service Associate · Customer/Client Service
EmailPhone - MO
Michele Orr
Office · General Business & Management
EmailPhone - DW
Douglas Whitney
President · General Business & Management
EmailPhone
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Top roles at Whitney & Associates
5 distinct titles indexed · top 5 shown.
- 1client service associate
- 1enrolled agent
- 1office
- 1president
- 1tax accountant owner
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