Tax Planning & Preparation


At Dowd, Whittaker & Associates, we offer a full range of tax preparation and tax planning services for both individuals and businesses.  No client is too large or too small.  From simple tax returns to large-scale representation with the IRS, we have the experience and knowledge to manage any account, along with the resources to give you the personal attention you deserve.  We also appreciate the importance of timeliness when it comes to your taxes.  In most cases, as long as you get us your information prior to April 1st, we’ll get your return filed on time.

At our firm, our focus is on building strong, lasting relationships with our clients.  We emphasize careful tax preparation, as well as reasoned tax planning.  Our goal is to minimize your total tax liability over several years; we may find it to your advantage to avoid short term windfalls that could preclude substantial long-term savings.

Because tax laws are ever-changing, we work diligently throughout the year to stay abreast of new developments.  We communicate often with our clients to alert them to changes that may affect them.  Indeed, we can’t emphasize the importance of communication enough.  We’re here for you year-round: we want you to talk to us openly and frankly, so we can ensure we’ve considered every available strategy to save you tax dollars.  The better you keep us informed, the better the accounting services we can provide.