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whitneyandassociates. org Whitney Associates delivers personalized tax preparation services, offering one-on-one assistance to both individuals and businesses Our tax preparation services are customized to meet the distinct needs of each client, aiming for optimal results and maximum returns
Our Story - whitneyandassociates. org Since March 2011, Whitney Associates has been privileged to serve the Campbell community Community engagement and social impact are deeply ingrained values for Kat, as evidenced by her participation in the Downtown Campbell Business Association, and the Campbell Community Center
How We Work - whitneyandassociates. org Review and sign our engagement letter If not already done so, upload all pages of your last IRS and State tax filings by replying to our email request to create an account in our portal Upload color copies of a valid photo ID, so we can verify your identity (as well as your spouse, if applicable) Answer our compliance questions and submit your responses Upload all your current year tax
faqs - whitneyandassociates. org We prepare tax returns nationwide for individuals such as rental property owners with both CA and out-of-state properties, tech employees with stock options and nexus issues (working in multiple states), and small business owners (including LLCs)
Pricing - whitneyandassociates. org Our main goal is to safeguard your hard-earned money while ensuring unwavering compliance with tax regulations Explore the reasons why countless businesses and individuals prefer our services
Resources - whitneyandassociates. org You also agree to abstain from collecting any company contact information, including, but not limited to: physical address (es), phone number (s), fax number (s), email address (es) for the purposes of solicitation Whitney Associates reserves the right to take legal action against violators of these terms
Thank you for the privilege of allowing Whitney Associates to provide . . . Thank you for the privilege of allowing Whitney Associates to provide you with tax preparation services This letter is to confirm the terms of our engagement with you and to clarify the nature and extent of the services we will provide
Terms - whitneyandassociates. org You also agree to abstain from collecting any company contact information, including, but not limited to: physical address (es), phone number (s), fax number (s), email address (es) for the purposes of solicitation Whitney Associates reserves the right to take legal action against violators of these terms
How We Work - whitneyandassociates. org This meeting is to see if we are best suited to work together No specific tax matters will be discussed, and no tax advice will be given