Whitney & Associates

Whitney & Associates

Financial Services 17 employees
Employees
17
Contacts
3
Emails
3
Phones
1

Whitney & Associates Overview

Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
17
Founded
2011
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Whitney & Associates

Tax and Financial Services - Specializing in tax preparation for individuals, small businesses, and non-profit foundations. We have Enrolled Agents on staff and over 20 years of tax specialization, which allows our expertise to assist in an audit. For individuals, we work closely with real estate and mortgage professionals, and have a keen understanding of the deductions associated with the industry. We work with many industries and treat all our clients with the service they deserve. For businesses, we can provide bookkeeping services to ensure your monthly expenses and income are managed properly. We pride ourselves on personalized service with one-on-one interviews resulting in completed returns by the end of the appointment. We are located in Campbell and will have multiple locations by the end of the year. Whitney & Associates looks forward to working with you and values your business. Should you have any questions, please feel free to contact us.

Whitney & Associates Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Whitney & Associates Org Chart

Sample employees and titles
Name Title Contact
Kat Whitney, Ea Owner - Tax Accountant, Whitney
Email
Matt Whitney Owner, Whitney & Associates
Email Phone
Samantha Grenier A Muse with Color Swatches and a Good
View
Nicholas Pitzen Engineering Technician at Whitney
Email

Employees by Management Level

Executive 3 profiles
Individual contributor 3 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 0
General 1 1 0

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