I am a Certified Public Accountant. I have 10 years of experience as a tax strategist, business optimizer and wealth builder.
Outside of this venture, I'm a husband, girl-dad, speaker, real estate investor, podcaster and pickleball player.
What We Do
Revitalize the business by restoring profitability and improving operational efficiency
Conceptualize a successful exit that maximizes enterprise value to secure your financial future
Our Work
Tax Savings
Tax Savings
Financial Advisory
Tax Savings
Financial Advisory
prev
Next
Testimonial
Whittley CPA offers the best outsourced CPA partnership experience we've ever had. Our team likes their team and they send us updates almost every day. Extremely proficient, polished and professional group.
I always felt like CPA's were a dime a dozen. But, then I met Robert. He invited our investor pool to his home and walked us through a whizbang demo of the next 2 years of tax savings. Before we even signed with him. He could have safeguarded his intelligence. He chose to earn my business for life.
Clients
Transparent Pricing
Individual Tax - Concierge Package
This offering is for you if you appreciate...
Professional support to translate IRS letters
Avoiding surprise tax bills, penalties and fees
Estimated tax calculations
Tax planning and strategic guidance
Access to a CPA that knows your name and answers the phone
Daily client only videos sent to your inbox
Business Tax - Concierge Package
This offering consists of:
Access to a Dedicated CPA
Specialized tax planning
Quarterly Estimates
Annual Tax Filings
Year-Round Support
Proactive Suggestions delivered at least 2x/month
Popular
Individual Tax - Tax Season Only
This deliverable consists of:
Preparation of Federal & State Returns
E-Filing of Returns
Quarterly Estimates
Professionally Bound Copies
Annual 1x1 Tax Review Meeting
Tax Tips delivered at least 1x/month
Business Tax - Tax Season Only
This deliverable consists of:
Preparation of Business Tax Return
E-filing of Returns
Quarterly Estimates
Professionally Bound Copies
Quarterly Touchpoints
Proactive Suggestions delivered at least 2x/month
Financial Accounting Back Office
This package provides:
Accurate Bookkeeping & Reporting
Customized KPI Dashboard
Monthly Meetings with CPA
Unlimited Support
Fractional CFO Services
This package provides:
Dedicated Fractional CFO
Timely & Accurate Reports
Projections, Dashboard Metrics & Analysis
Strategic Advisory
By The Hour
Our hourly billing rates are:
Staff: $150/hr
Senior: $250/hr
Partner: $400/hr
Turnaround Services
This package consists of:
Diagnosis & Assessment
Strategic Planning & Restructuring
Operational Improvements
Monthly Newsletter
Stay ahead with financial insights, tax savings and business trends in our clear, concise and expert curated newsletters.
August 1, 2024
Three solutions to get out of the scratch off lottery we call social security and medicare taxes
Read More
July 1, 2024
Here are 15 ways to avoid the penalty when accessing retirement funds
Read More
January 1, 2024
Maintain compliance and support the government in their effort to combat financial crimes via BOI reporting
Read MoreContact
.jpg)
Ready to get to work? Schedule a call below. Not ready? Follow Us for Free
