Business Details
14 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Whittington, CPA's has served individuals and businesses in Angier, Fuquay Varina, Willow Spring, and Garner since 2012. Our team combines over 25 years of expertise in tax, bookkeeping, and audit services for individuals, businesses, and nonprofits. We specialize in personalized accounting solutions, including tax preparation with dual CPA review, strategic tax planning, and payroll management. Our professionals prioritize efficiency and accuracy, ensuring clients receive competitive pricing and reliable service. As licensed CPAs registered with the North Carolina State Board of CPA Examiners, we maintain rigorous professional standards.We offer free initial consultations to align our services with client goals, emphasizing transparency and client-centric support. Our local market knowledge enables tailored solutions for small businesses and startups. We commit to continuous education and ethical practices, reflected in our memberships with the North Carolina Association of CPAs and the American Institute of Certified Public Accountants. Our team includes experienced professionals with backgrounds in regional firms, corporate finance, and academia. We focus on building long-term relationships through dependable service and proactive financial guidance.
Services
Tax Preparation
Tax Planning
Bookkeeping & Accounting
Business Startups
Payroll Services
Consulting
Details
- Year established: 2012
Highlights and features
- We offer over 25 years of combined tax and accounting experience.
- All tax returns undergo dual CPA review for accuracy.
- We provide personalized service tailored to local market needs.
- Our team includes licensed CPAs with diverse industry backgrounds.
- We offer free initial consultations to assess client needs.
Associations and certifications
- North Carolina State Board of CPA Examiners
Services
Tax Preparation
We prepare individual, business, LLC, partnership, corporate, and nonprofit tax returns with quick turnaround times. All returns undergo dual CPA review for accuracy. Our service ensures compliance while maximizing deductions based on client-specific financial situations.
Tax Planning
Our proactive tax planning identifies legal strategies to minimize liabilities. We analyze income, investments, and business operations to optimize after-tax income. This includes year-round advisory services for individuals and businesses seeking long-term tax efficiency.
Bookkeeping & Accounting
We manage monthly, quarterly, or annual bookkeeping for businesses. Our system tracks financial transactions to provide accurate reporting. Clients receive organized records for decision-making, audits, or loan applications while saving time on administrative tasks.
Business Startups
We guide new businesses through accounting setup, including entity selection and financial systems implementation. Our service covers budgeting, cash flow management, and compliance frameworks to establish strong financial foundations for startups in the Angier area.
Payroll Services
Our payroll service handles tax calculations, filings, and employee payments for small businesses. We ensure compliance with state and federal regulations while reducing administrative burdens. Clients receive timely, accurate payroll processing with flexible reporting options.
People
David M. Whittington
Partner
Licensed CPA with 20+ years in tax and accounting. Former roles include regional public accounting firm, community bank, and global software company. Leads tax and consulting engagements at Whittington, CPA's.
Heather D. Whittington
Partner
CPA with 15+ years in public and corporate accounting. Former adjunct professor at Campbell University. Manages payroll, bookkeeping, and tax services while leading consulting projects for business clients.
Carol S. Dobbs
Payroll Specialist
Experienced payroll and bookkeeping professional with military family background. Handles payroll processing, compliance accounting, and office management tasks for Whittington, CPA's' business clients.
Martha C. Goodman
Accountant
Corporate accounting specialist with 10+ years at global software company. Expertise in small business compliance and QuickBooks integrations. Provides accounting support for business clients since joining in 2019.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, and business startup support tailored to small businesses. Our services include monthly/quarterly reporting and compliance assistance.
Do you serve areas outside Angier, North Carolina?
Yes, we serve Fuquay Varina, Willow Spring, Garner, Benson, and surrounding areas in North Carolina through in-person, telephone, or document drop-off appointments.
How are your tax preparation fees structured?
Individual tax returns start at $300, while partnership or corporate returns start at $1,500. Fees reflect complexity and time required for accurate completion.
Can I get a free consultation before hiring your services?
Yes, we offer free initial telephone consultations to assess your needs, discuss goals, and determine if our services match your requirements.
Are your CPAs licensed and accredited?
Yes, our firm is registered with the North Carolina State Board of CPA Examiners. Both partners hold active CPA licenses with the state.
