Whittaker & Company CPAs

11/17/2023

We got the chance to host a firm tour last week for Students from Biola University. We love getting to know the future generation of the industry and share with them what a work life balance looks like!

It is always important to look to the future!

10/26/2023

Paying taxes on a newly acquired piece of commercial property is a drag, BUT If you complete a Cost Segregation study you can save a ton of money

We recently have generated our clients over a $1,000,000 of tax savings using this tax strategy.

10/26/2023

09/15/2023

Growth and success really do take a village. A solid accounting system and tax plan is a very important factor of growth 📈

08/22/2023

Year-end tax planning is important. It's key to get into a routine of reviewing changes to your business and what they mean for the next year. More important, though, is proactive tax planning. Our ProActive tax planning process considers not only your current situation but what is on the horizon for years to come. When you are ahead of the game, you can make changes now that benefit you greatly in the future. Download our free PDF guide to learn more about what ProActive tax planning means.

You’d like to know the ‘secrets’ of tax planning strategy. The tax code is complicated. ProActive Tax Planning gets you simple answers.

08/15/2023

Check out this article about the possible effect of wealth taxes, very interesting read 🤔

Research shows that increasing personal wealth taxes risks undermining corporate decisions

08/10/2023

One thing we always tell business owners they need is a buy sell agreement.

If you don't know or aren't sure what a buy sell agreement really is then click on the link below to read our recent blog post. We go into depth about what a buy sell agreement really is.

A buy sell agreement ensures a smooth transition when an owner decides to leave the business or is forced to exit due to unforeseen...

08/07/2023

Does your cash flow statement confuse you? Find yourself wondering what you're meant to be looking at on your income statement? We get it. You didn't go into business with a background in accounting.

To know how your business is performing and be able to adapt and improve, you need to track and understand your key financial metrics.

Good news is, you don't need to become an accountant to get to grips with this stuff. We've created a simple 3 part course to help you understand your 3 key financial statements. Spend a little time understanding these statements now, so you can see your progress and get excited about it. Find out more at the link...

https://www.whittakercpas.com/financial-statements/ #

When you don’t have an accounting background, it can be hard to decipher what everything means on your financial statements and what’s most important to pay attention to.

08/03/2023

It's only getting harder and harder to be a business owner in California 📉 Now insurance companies such as Liberty Mutual are no longer offering business insurance.

What tips do you have for fellow business owners in California?

Read more about in below.

This link will take you to a page that’s not on LinkedIn

08/01/2023

Often times knowing how to make the right tax decisions ahead of time can save you a ton of money. Click the link below to read about how to save money on your taxes if you are a real estate owner. 👇 👇 👇

Real estate is a great place to invest your money and is often used by many people. It is important to understand how to hold real estate...

07/27/2023

Are you still waiting to get your tax return back? Read this article from Forbes to find out why it may be taking longer than normal 🕜

The IRS says it has processed all paper and electronic individual returns received before April 2023, and they are opening mail within normal time frames.

07/26/2023

Do you find yourself struggling to trust your numbers? 📊

Did you outgrow your accounting software platform? 💾

Maybe you have outdated policies and old information. 📜

If you fall into any of these categories or just want help understanding what your accounting numbers mean, then watch the video and and click the link below to sign up for our webinar where you can get personalized help for FREE!!! 🚨🚨🚨

Our Accounting manager Daniel Sohn, CPA, CVA, Senior Manager will be holding a monthly webinar for the rest of the year to help you understand you numbers.

https://4xtppnwms4b.typeform.com/to/Bq515MZu