Whitman & Jackson, CPAs is a trusted advisory firm dedicated to providing a comprehensive range of financial solutions for its clients. The firm offers services including tax planning, tax preparation, insurance (life and disability), investment management, retirement planning, estate planning, and wealth preservation, among others.
With a focus on educating clients about wealth management, the firm aims to help individuals understand the concepts behind their financial goals. By working with skilled professionals, clients can take a proactive approach to managing their personal financial situation and pursue their desired outcomes with confidence.
Whitman & Jackson, CPAs serves a diverse client base, including over 1,100 individual clients and over 450 business entities. Specializing in various industries such as health care, real estate, retail, and technology, the firm actively contributes to its community by providing bookkeeping and tax services to local charities.
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