Business Details
Your Trusted Accounting Partner in Anna, IL
At Whitney Accounting, we provide comprehensive accounting and tax services tailored to meet the unique needs of individuals and businesses. Our team of certified professionals brings decades of combined experience in tax preparation, payroll management, financial statement preparation, and strategic tax planning. We specialize in simplifying complex financial processes, ensuring clients comply with regulatory requirements while optimizing their financial outcomes. With expertise in QuickBooks setup and sales tax compliance, we serve clients across industries, from small businesses to large corporations.Our commitment to personalized service and attention to detail has made us a trusted partner for clients since the 1960s. We prioritize transparency, accuracy, and proactive communication to deliver solutions that align with our clients' long-term goals. Whether you need assistance with business setup or ongoing financial management, our team is dedicated to supporting your success.
Services
Tax Preparation
Payroll Service
Monthly Bookkeeping
Sales Tax Compliance
Business Setup
QuickBooks Support
Highlights and features
- We offer decades of experience in accounting and tax services.
- Our team includes certified QuickBooks ProAdvisors for specialized software support.
- We provide tailored tax planning to minimize liabilities and maximize savings.
- Our clients receive personalized, hands-on service from dedicated professionals.
- We handle complex sales tax compliance across multiple jurisdictions.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Preparation
Whitney Accounting prepares income tax returns for individuals, partnerships, S-corps, C-corps, trusts, and estates. We help LLCs choose optimal taxing strategies and file necessary elections. Our team explains tax return details to ensure clients understand their filings and compliance requirements.
Payroll Service
We manage payroll paperwork, direct deposit setup, quarterly tax filings, and W-2 preparation. This service eliminates administrative burdens, ensuring accurate and timely payments while maintaining compliance with tax regulations for businesses of all sizes.
Monthly Bookkeeping
Our bookkeeping includes bank reconciliations, journal entries, and balance sheet/income statement preparation. These reports provide critical insights for business decisions, trend analysis, and year-end tax planning, ensuring clients maintain accurate financial records.
Sales Tax Compliance
We handle sales tax rate determination, return preparation, and filing across multiple jurisdictions. This service ensures businesses avoid penalties by maintaining compliance with county and municipal tax regulations while simplifying complex reporting requirements.
Business Setup
We advise on business structure selection (sole proprietorship, LLC, corporation) and assist with EIN registration and government agency filings. This service provides a solid foundation for new businesses, ensuring proper tax treatment and regulatory compliance from inception.
People
Mark Chamness
CPA
Mark Chamness, CPA, graduated from SIU-Carbondale in 2008 and earned his CPA license in 2011. He worked at top St. Louis firms before returning to Anna, IL, in 2013. He specializes in tax strategy for businesses with $100M+ revenue and QuickBooks support.
Nathan Treece
CPA
Nathan Treece, CPA, earned his Master's in Accounting from SIU-Carbondale in 2010 and became licensed in 2017. After working at Deloitte and as a tax auditor, he returned to southern Illinois. He focuses on tax compliance and enjoys duck hunting in his free time.
Beth Burns
Accountant
Beth Burns holds a Bachelor's in Accounting from Franklin University and has extensive experience in tax preparation, sales tax, and payroll. She ran her own business for seven years and provides practical insights to clients while caring for her six grandkids.
Diane Wright
Payroll Specialist
Diane Wright has worked at Whitney Accounting since 2003, specializing in payroll and sales tax. She graduated from Iowa State and manages all operational aspects of the firm while balancing family time with her three children and two grandchildren.
Mary Lou Wright
Senior Accountant
Mary Lou Wright has served clients at Whitney Accounting since the 1960s, providing payroll, sales tax, and bookkeeping services. She balances her work with family responsibilities, cooking Sunday meals for her extended family regularly.
Questions
What accounting services does Whitney Accounting offer?
We provide tax preparation, payroll processing, monthly bookkeeping, sales tax compliance, business setup, and QuickBooks support for individuals and businesses.
How does Whitney Accounting handle sales tax compliance?
We ensure clients charge correct sales tax rates and file accurate returns, handling jurisdiction-specific requirements to simplify compliance for businesses.
Can Whitney Accounting assist with business formation?
Yes, we guide clients on entity selection (LLC, corporation, etc.) and handle EIN registration and government filings for new businesses.
Do you support QuickBooks users?
Our team includes QuickBooks ProAdvisors who help set up accounts, reconcile transactions, and resolve software issues for businesses.
What experience does your team have?
Our CPAs have decades of experience working with businesses from startups to $100M+ revenue companies, specializing in tax strategy and financial management.
