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OUR SERVICES

Bookkeeping

White & Associates will maintain records of your financial transactions by establishing accounts, posting transactions, and ensure legal requirement compliance.

We Will:

  • Develop system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures.
  • Maintain subsidiary accounts by verifying, allocating, and posting transactions.
  • Balance subsidiary accounts by reconciling entries.
  • Maintain general ledger by transferring subsidiary account summaries.
  • Balance general ledger by preparing a trial balance; reconciling entries.
  • Maintain historical records by filing documents.
  • Prepare financial reports by collecting, analyzing, and summarizing account information and trends.
  • Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions.

Tax Planning

Effective tax planning can go a long way toward helping you accomplish your financial goals. While the demands of running your business (or life) may keep you on your toes, it’s important to sit down and review your tax strategy

Certified Tax Experts

We have spent a great amount of time staying on top of the massive volume of new tax laws and forms. Don't make the mistake of going to an "seasonal" tax preparer who may miss an important write-off, or worse yet, get you in trouble with the IRS 

Individual Consultation

We have been building trusting relationships locally since 1982. Come in and let us ensure you get the maximum deductions you are entitled to. Computers don't know the right questions to ask, but we do!

Tel: 805-484-3436