Services Offered
Tax Preparation
Comprehensive tax filing services for individuals, contractors, and businesses, ensuring accuracy and optimal returns.
Financial Consulting
Personalized advice on retirement portfolios, home sales, and investment strategies to enhance financial health.
Accounting Services
Ongoing bookkeeping, payroll, and financial management tailored to small business needs.
Tax Planning
Proactive strategies to minimize tax liabilities and plan for future financial goals.
Business Advisory
Expert guidance on financial decisions, process optimization, and growth support for entrepreneurs.
Reviews
5(5 reviews)
Rating Distribution
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5
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3
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J
Jess Wojcik
via Google
almost 5 years ago
The staff at Whittaker & Associates (now KDP, LLP) are outstanding! My tax filing experience was excellent from start to finish and I feel very confident in the accuracy of my return. Jodi was a joy to work with and her passion for supporting small businesses was very evident. I will definitely be using Whittaker & Associates from now on and strongly recommend them!
L
Larry Foxvia Google
almost 7 years ago
I am very happy with our experience of having our taxes completed by this firm. Jodi Whittaker is knowledgeable and made us feel our tax prep was in good hands. In addition her staff are friendly and the price was fair. I highly recommend this firm and we will be using them again next year at tax time.
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Todd Bindnervia Google
over 7 years ago
We've been very pleased with Jodi and her team with handling our tax and accounting needs. Jodi and her entire team are very personable and professional. They are very detail oriented and timely with reminders. I appreciate the timely phone and email correspondence with tax information. I recommend Whitaker and Associates to anyone interested in having a great team on your side.
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Erin Ryanvia Google
almost 8 years ago
Jodi and her team are phenomenal, from top-notch service to dialed-in process. And you get the same quality no matter the size of the project. Whittaker & Associates has handled my tax prep for more than a decade, ensuring the best return on taxes paid through full-time and contract jobs. And Jodi has taken extra time and care to advise me on everything from selling my home to refining my retirement portfolio. Even as her business has grown, she has always made herself available to talk through issues and decisions. Jodi is incredibly sharp and warm, and so are the people working with her — Anya and Amy are accounting superstars, and office manager Lindsay recently helped me collect a pile of records on a very tight timeline. This team lifts so much worry off my shoulders with their expertise and attention to detail. That's why I'm still a client seven years after leaving Idaho. I would recommend Whittaker & Associates to anyone!
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Wendy Griffithvia Google
almost 11 years ago
During this stressful tax season and my delay to file I was referred to Whittaker & Associates by a close family friend who was delighted to share her experience of the great care and attention to detail that this firm takes in her financial needs and tax preparation. I learned that she had been using this firm for years which gave me great encouragement to use Whittaker & Associates for my special tax preparation needs. I personally would like to share that my first experience this year (2015) has been a very pleasant one. Jodi Whittaker is very professional and intuitive, she is very knowledgeable and confident in all areas. I was very impressed with her dedication and efficiency as she prepared and completed my taxes during a great observed holiday. Overall I found her referral to be of great value and without hesitation I give this firm a strong 5 stars to their obvious commitment to excellence. Thank you Jodi Whittaker & Associates for serving me in my time of need!
