Whittaker & Company CPAs
会计
Seal Beach，CA 325 位关注者
Accounting firm helping family held businesses
关于我们
Whittaker & Company CPAs helps closely-held businesses and their owners solve immediate problems and plan for the future. You may be used to dealing with a ‘typical’ or ‘normal’ CPA firm…but that’s not us. We’re not merely accountants, or someone with a CPA license. We too run a family business, so we know the challenges and how it feels. We apply that knowledge and understanding to everything we do with you. The most important story to us is yours. What makes you tick? What frustrates you about the accounting industry, and how can we help you address that? We’re here to share our story with you, and listen to yours.
- 网站
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https://www.whittakercpas.com/
Whittaker & Company CPAs的外部链接
- 所属行业
- 会计
- 规模
- 2-10 人
- 总部
- Seal Beach，CA
- 类型
- 私人持股
- 创立
- 1999
- 领域
- Business Value Enhancement & Transition Planning、Tax Planning & Compliance、Reporting & Accounting和Benchmarking Metrics
地点
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主要
获取路线
3030 Old Ranch Pkwy
US，CA，Seal Beach，90740
Whittaker & Company CPAs员工
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Dan Whittaker, CPA, CEPA, Managing Partner
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Shelley Whittaker, CPA, CGMA, Partner
Helping closely-held closely businesses solve problems and plan for the future | Whittaker & Co. CPAs
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Phyllis Goff
Assistant at Whittaker & Company
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Sherri Whittaker
Realtor and Marketing at First Team Real Estate & Whittaker Inc
动态
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Generational wealth is truly remarkable... Think of families with generational wealth and think of what the family had to do to achieve that. One thing they probably did was act proactively and be smart with their money. This is exactly what we are offering, ProActive Tax Planning so you too can create not just wealth but generational wealth... Because who doesn't want to?
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It's no secret that tax season is right around the corner. One of the most asked questions this time of year is, "how do I avoid an audit?" When it comes to answering this question there are really so many answers... and CNBC just put out an article that lists 4 red flags for an IRS tax audit and it is definitely worth reading. Check it out! #tax #taxseason #greatread #cnbc https://lnkd.in/grbxCrpz
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You may not realize it, but manufacturing businesses have some tax savings opportunities that most people don't know about. These tax credits can help you save quite a bit of money on taxes this year. If you want to find out about these tax credits then click the link in the comments below.... #wotc #taxsavings #manufacturingindustry
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As we step into a new year, it’s a perfect time for businesses to chart their course towards success. ?? This period of corporate planning is crucial, offering a fresh start and a chance to set ambitious yet achievable goals. Key Performance Indicators (KPIs) play a vital role in this process, serving as the compass that guides businesses towards their desired destinations.? To find out more about why you should monitor these KPI's click the link in the comments and read the full blog post #newyearnewgoals #kpis #financialfreedom
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Good stuff from Dan ??
?As business owners, our time is one of our most valuable assets. Effective time management isn't just a skill; it's a game-changer that can define the success of our ventures. These are some of the things I do to boost productivity and tools to make every moment count: 1?? Prioritize with Purpose: Start your day by identifying the most critical tasks. What needs your immediate attention? Focus on high-priority items that align with your business goals. 2?? Time Blocking: Allocate specific blocks of time for different activities. 3?? Set Realistic Goals: Be ambitious, but also be realistic. Break down larger goals into smaller, achievable tasks. Celebrate each small win—it all adds up! 4?? Delegate Wisely: As business leaders, it's essential to recognize when to delegate. Empower your team and trust them with responsibilities. This not only lightens your load but also fosters a collaborative work environment. 5?? Embrace Technology: Leverage productivity tools and apps to streamline your workflow. 6?? Limit Interruptions: Constant interruptions can derail your focus. Consider setting specific times for emails and calls to avoid constant disruptions. Your undivided attention is a powerful asset. Remember, effective time management isn't about doing more; it's about doing what matters most. What are your favorite time management techniques? ???? #TimeManagement #Efficiency #SuccessMindset #timeismoney
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We had our annual WCO Christmas party last Friday and we had a blast ??. Our team always has so much fun together and is the whole reason why work can be so enjoyable and successful. We got to play one of our favorite games where you have to unwrap the cellophane ball! Is your company doing anything for Christmas?
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As the year draws to a close, it’s not just the holiday season that’s on everyone’s minds; it’s also a critical time for financial planning. ? The good news is that?ProActive Tax Planning?can offer substantial benefits, helping you optimize your finances and potentially save on your tax bill. ? Here are five potential tax savings strategies to consider as the year comes to a close: https://lnkd.in/ePTixUsj
Maximizing Year-End Finances: 5 Potential Tax Savings Strategies
https://www.whittakercpas.com
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Traveling is essential for some businesses, so it is very important to know what expenses you can and can't deduct ?? ?? tax laws can vary by country and change over time, so it's essential to consult with a tax professional ? Here are a couple common travel expenses that may be deductible in some cases:
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