Brad A. Whitaker, CPA provides a wide array of accounting, tax, and consulting services to closely held business and individual clients.  It is critical to have timely and accurate accounting and financial information in todays fast paced and highly competitive world.  The following list is not all inclusive, so we invite you to inquire about a service if you do not see it listed.


  • Quickbooks® Software – Implementation and Training
  • Accounting Systems – Evaluation and Implementation
  • Bookkeeping Services
  • Financial Projections and Forecasts
  • Budgeting and Variance Analysis
  • Cash Flow Analysis
  • Ratio Analysis
  • Personal Financial Statements


  • Income Tax Planning and Preparation For:
    • Individuals
    • Sole Proprietors
    • Corporations (S Corporations and C Corporations)
    • Partnerships
    • Limited Liability Companies
    • Limited Liability Partnerships
    • Trusts
  • Payroll Tax Preparation
  • Sales and Use Tax Preparation
  • Gift Tax Preparation
  • Choice of Business Entity Selection Issues
  • Merger, Acquisition, and Sale of Business Issues
  • Divorce Related Issues
  • Representation Before the IRS and State Taxing Authorities


  • Business Plans
  • Evaluation of Business Entity Selection Types
  • Buying or Selling a Business/Mergers and Acquisitions
  • Internal Control Evaluations
  • Management Advisory Services
  • Evaluation of Retirement Plan Types
  • Business Succession Planning
  • Interim or Part Time CFO/Controller