Business Details
23 Years
experience
Your Trusted Partner for Accounting Solutions in Anna, IL
At Whitney Accounting, we have dedicated ourselves to providing comprehensive accounting solutions since 2003. Our team of certified professionals brings decades of combined experience, serving clients ranging from small family-owned businesses to multi-million-dollar corporations. We specialize in tax preparation, payroll services, sales tax compliance, and financial statement preparation, ensuring accuracy and clarity in every service we deliver. Our commitment to personalized attention allows us to tailor strategies that meet the unique needs of each client, whether they are an individual taxpayer or a complex business entity. With expertise in QuickBooks and a focus on client education, we empower our clients to make informed financial decisions.Our teams deep roots in the Anna, IL community reflect our dedication to local businesses and individuals. We pride ourselves on proactive communication, meticulous attention to detail, and a client-centric approach that prioritizes long-term relationships over transactional interactions. From tax planning to year-end reporting, we handle the complexities of financial management so our clients can focus on growing their businesses. Our legacy of trust and reliability, built over years of consistent service, underscores our position as a respected leader in the accounting industry. We remain committed to upholding the highest standards of professionalism and integrity in every aspect of our work.
Services
Tax Preparation
Payroll Services
Sales Tax Compliance
Financial Statements
Tax Planning
Details
- Year established: 2003
Highlights and features
- Our team includes Certified Public Accountants with decades of industry experience.
- We serve clients from small businesses to corporations with $100M+ annual revenue.
- QuickBooks Proadvisor expertise ensures seamless accounting software support.
- Personalized tax strategies maximize savings while ensuring compliance.
- Proactive financial reporting helps businesses make data-driven decisions.
Services
Tax Preparation
Whitney Accounting prepares accurate 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 all return aspects to ensure client understanding while maintaining compliance with evolving tax regulations.
Payroll Services
We handle complete payroll processing including direct deposit setup, quarterly filings, tax payments, and year-end W-2 preparation. Our system eliminates paperwork burdens while ensuring timely, error-free payroll execution for businesses of all sizes.
Sales Tax Compliance
Our experts ensure correct sales tax rate application across jurisdictions and file precise returns. We monitor regulatory changes to maintain compliance while simplifying complex multi-county tax requirements for retail and service businesses.
Financial Statements
We provide comprehensive financial reporting including bank reconciliations, journal entries, balance sheets, and income statements. These tools enable clients to track performance trends, support tax planning, and make informed operational decisions throughout the year.
Tax Planning
Our proactive planning sessions identify tax reduction opportunities through strategic business investments, retirement planning, and spending optimization. We develop customized year-round strategies to minimize liabilities while aligning with clients' financial goals.
People
Mark Chamness
CPA
Licensed CPA since 2011 with experience at top St. Louis firms. Specializes in serving businesses from small enterprises to $100M+ revenue corporations. QuickBooks Proadvisor with expertise in tax compliance and financial reporting.
Nathan Treece
CPA
Certified Public Accountant with international firm experience at Deloitte. Transitioned to tax auditing before joining Whitney Accounting. Combines corporate expertise with local business understanding to deliver practical accounting solutions.
Beth Burns
Accounting Specialist
Bachelor's degree holder with extensive industry experience. Manages tax returns, sales tax, and payroll for multiple clients. Leverages 7 years of business ownership experience to provide practical financial guidance to entrepreneurs.
Diane Wright
Payroll & Sales Tax Expert
Core team member since 2003 specializing in payroll processing and sales tax compliance. Handles day-to-day operations at Whitney Accounting while maintaining deep expertise in critical back-office financial functions.
Mary Lou Wright
Senior Accountant
Decades-long accounting professional providing continuity in payroll, sales tax, and bookkeeping services. Maintains long-term client relationships while adapting to evolving accounting standards and technologies.
Questions
What accounting services does Whitney Accounting offer?
We provide tax preparation, payroll processing, sales tax compliance, financial statement preparation, and tax planning services for individuals and businesses of all sizes.
How does Whitney Accounting handle complex sales tax requirements?
Our team monitors jurisdiction-specific tax rates and regulations to ensure accurate collection and filing. We simplify multi-county compliance while maintaining 100% regulatory adherence.
Can Whitney Accounting help with payroll processing?
Yes, we manage complete payroll cycles including direct deposit, quarterly filings, tax payments, and W-2 generation, eliminating administrative burdens for our clients.
What makes Whitney Accounting different from other firms?
Our combination of CPA expertise, QuickBooks specialization, and personalized service distinguishes us. We focus on practical solutions rather than generic accounting approaches.
