Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Joseph L. Whitaker, CPA

Joe has provided tax and accounting services to businesses and individuals for over 30 years. His professional services are enhanced by personal attention to client needs. He provides prompt responses to inquiries and most importantly, the attention of a qualified staff familiar with you and your specific needs.  He specializes in helping businesses implement proper systems and ensure their accounting and financial statements are accurate as they rapidly grow.  He is always available to discuss your financial and tax needs.

Joe has represented clients with both federal and local tax issues and has helped individuals and businesses navigate the complex tax code in order to create the most tax advantageous situations. Based outside of Philadelphia, he focuses on clients with unique and challenging situations in the greater Delaware Valley area and throughout the country.

Joe graduated from Villanova University in Villanova, Pennsylvania with a BS in Accounting.  Prior to starting his own CPA firm, he worked for a large CPA firm in Philadelphia and served as Controller and Treasurer for several medium-sized companies. His background in both public and private accounting provides him with a unique perspective into the financial, tax, and business needs of your company.