About Us

When searching for someone to provide  accounting, tax, and consulting services we realize that there are many CPAs competing for your business.  So, with all the choices available, why would you want to work with us?

Why Choose Us for Your Accounting, Tax, and Consulting Service Needs?

Simply put, because your business really matters to us, and that is the way you will be treated. We constantly strive to deliver personally tailored services with the utmost competence, reliability, and integrity.  As a trusted advisor, we help our clients with timely and insightful advice and perspective, to help them make informed financial and business decisions. We view our relationship with each client like a partnership, where our success is directly related to their success.

Our certified public accounting firm has been providing a wide array of accounting, tax, and consulting services to business and individual clients for over 20 years.  To learn more we invite you to explore the information under Services, or Contact Us directly.

Brad A. Whitaker, CPA, CFP®

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Brad has over 20 years of diverse public accounting experience.  He began his public accounting career in 1986, and became a Certified Public Accountant in 1988, and a Certified Financial PlannerTM professional in 2017.  Before starting his own firm, he gained valuable experience working for two of the “Big Four” international accounting firms for just over four years.  Brad also spent several years outside public accounting in private industry, where he gained valuable financial management and operational experience.  These combined experiences give him a unique perspective which he brings to bear in each client engagement. Brad earned an A.A. in Business Studies from Holyoke Community College, a B.S. in Finance from Babson College, and an M.B.A. concentrating in Accounting from Western New England University.