White & Company

Here at White & Company, you'll not only find advanced technology, but a quality that's increasingly rare these days: a friendly, personal touch. Since 1992, we've made your satisfaction, success, and convenience our highest priorities. Whether we get together with you once a year or once a week to review your plans, goals and dreams, it's our job to help you achieve them.

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax planning, tax return preparation, and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

Auditing Services

Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

Monthly Accounting Services

Our accounting services department's purpose is to provide monthly and quarterly accounting services to small and medium size businesses and professionals. We prepare easy to read management reports to give you accurate and up-to-date information on your financial position and results of operations. We keep your books and prepare your sales and payroll tax returns while you concentrate on managing a successful business. The reports are based on your needs.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks (direct deposit or paper checks) to filing the necessary tax returns.

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include:

• Financial Planning to Achieve Specific Goals
• Retirement Planning
• Estate and Business Succession Planning
• Insurance Consulting

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