Website: whittmarsh.com
Phone: (305) 790-5604
Whittmarsh Tax & Accounting is a tax and accounting firm based in Miami, Florida, with offices at 19790 W Dixie Hwy Suite 401. The firm provides what it describes as an outsourced accounting service, handling bookkeeping, payroll, and taxes for business clients across Miami and South Florida. It positions bookkeeping as the foundation for ongoing tax reduction rather than as a stand-alone, year-end task.
Services
The firm lists a set of related accounting and tax services, including:
- Bookkeeping Services
- Business Tax Return Preparation
- Individual Tax Return Preparation
- Tax Reduction Planning
- Outsourced CFO
- Payroll Services
Its bookkeeping work is built on the QuickBooks Online platform, with cleanup and catch-up of existing records, a structured chart of accounts, monthly reconciliation, and monthly or quarterly reports and dashboards. The firm describes an integrated, year-round model in which bookkeeping, payroll, tax planning, and year-end tax preparation are delivered together rather than separately.
According to its materials, the firm begins engagements by cleaning up and catching up a client’s books, then conducts a tax reduction analysis of the client’s return and accounting records, develops a tax reduction plan that it states it updates regularly, keeps books current, sets up and runs payroll, and schedules meetings before year-end to discuss spending and investment decisions. It then closes out the financial year, prepares and files business and personal returns, and offers ongoing wealth-building and risk guidance. The firm describes this as a single service that includes everything rather than a typical year-end tax practice.
Who They Serve
Whittmarsh markets to small business owners in Miami and the surrounding South Florida communities. Its website lists service areas including Aventura, Boca Raton, Cooper City, Coral Gables, Cutler Bay, Davie, Delray Beach, Doral, Fort Lauderdale, Hollywood, Kendall, Miami, Miami Springs, North Miami, Palmetto Bay, Pinecrest, Pompano Beach, and Surfside. The firm also states that it serves clients across the United States.
A significant portion of the firm’s published material focuses on construction companies. It addresses general contractors and specialty trade contractors and describes services tailored to that sector, such as job costing, progress billing, retainage tracking, lien waiver processing, change order documentation, and equipment depreciation planning. The firm also references work with related niches, including real estate investment and cryptocurrency businesses. Its construction-focused pages reference industry topics such as Section 179 deductions, bonus depreciation, completed contract versus percentage of completion methods, entity structure analysis (for example, S-Corp versus LLC), multi-state tax planning for larger projects, prevailing wage and bonding compliance, and hurricane or storm damage recovery work including insurance claim documentation and FEMA reimbursement procedures.
Approach & Tools
Whittmarsh describes a cloud-based, done-for-you approach intended to keep client books current throughout the year while identifying tax reduction opportunities. For construction clients, the firm discusses accounting methods (cash basis, accrual, and percentage of completion), GAAP considerations for bonding and financing, and selection of construction-specific software such as Sage 100 Contractor, Foundation Software, and Buildertrend, alongside QuickBooks. Its outsourced CFO offering covers cash flow forecasting, financial modeling, and growth planning. Much of the firm’s blog content is presented as educational guidance on setting up bookkeeping systems for contractors, with citations to third-party accounting resources.
In its own materials, the firm uses promotional language and refers to itself as a provider of top-tier and integrated outsourced accounting; readers should treat such phrasing as the firm’s marketing rather than independent assessment. The firm encourages prospective clients to schedule a consultation to review their financial systems.
The firm’s published content concentrates heavily on construction and contractor accounting, suggesting a particular focus on the trades, while its stated service list extends to broader small business tax and accounting needs in the Miami area.