Whittmarsh Tax & Accounting – Aventura, FL

Website: whittmarsh.com
Phone: (305) 790-5604

Whittmarsh Tax & Accounting is a South Florida tax and accounting firm with a listed address in Miami. The firm provides bookkeeping, tax, payroll, and advisory services and markets a dedicated bookkeeping offering for the Hollywood area. Hollywood appears among the communities the firm serves across Broward County and the wider Miami and South Florida region, placing it within local reach of Hollywood businesses.

Services

The firm packages its work as an outsourced accounting service that it describes as covering bookkeeping, tax, payroll, and tax reduction strategy under a single engagement rather than a year-end-only relationship. Its named services include bookkeeping services, business tax return preparation, individual tax return preparation, tax reduction planning, payroll services, and outsourced CFO support.

For bookkeeping clients, the firm describes catching up and cleaning up existing books, establishing a chart of accounts, and then maintaining ongoing financials. It states that it provides monthly or quarterly reports and dashboards to help owners understand their numbers, performs a year-end closeout, and prepares and files business and personal tax returns. Payroll setup and operation, including onboarding employees and contractors, is also part of the described service.

Who They Serve

Whittmarsh markets to small business owners across South Florida and frames its Hollywood-area offering around outsourced bookkeeping and tax reduction for local businesses. The firm publishes industry-focused content, including detailed guidance on construction bookkeeping. In that material it addresses construction companies and contractors, discussing job costing, progress billing, retainage, change orders, and construction-specific chart-of-accounts needs, and it references serving construction clients throughout Miami and South Florida.

Approach & Tools

The firm emphasizes a tax-reduction orientation, stating that it performs an in-depth analysis of a client’s prior tax returns and bookkeeping to identify opportunities to lower taxes, then builds and updates a tax reduction plan and meets before year end to support spending and investment decisions. It describes its work as cloud-based and done-for-you, intended to spare client staff from handling the books in house.

In its published construction guidance, the firm discusses accounting methods such as cash basis, accrual basis, and percentage of completion, and it addresses QuickBooks alongside construction-specific software options. The firm describes itself as having a small team of bookkeepers and CPAs. It attributes to itself claims of being a top-rated bookkeeping service near Hollywood, which are presented here as the firm’s own statements rather than verified facts.

The firm positions its offering as a single vendor handling tax, payroll, bookkeeping, and tax planning together, which it describes as producing well-rounded outcomes from one source. It frames its bookkeeping as performed regularly, with the goal of keeping financials current and accurate so that year-end taxes are simpler because the books and tax payments have been maintained throughout the year. The firm also states that it helps clients pay in taxes according to the plan it creates so they do not fall behind. These descriptions reflect the firm’s own account of its service model.

Additional Notes

The firm’s website lists locations and bookkeeping pages for numerous South Florida communities, including Hollywood, Fort Lauderdale, Aventura, Davie, Pompano Beach, Boca Raton, Cooper City, Miami, and others. It offers a consultation described as a tax and bookkeeping strategy call and maintains a blog with educational articles on bookkeeping and accounting topics.

For Hollywood-area small businesses, including contractors and trades operating in Broward County and South Florida, Whittmarsh Tax & Accounting presents itself as a local firm offering bundled outsourced bookkeeping, payroll, tax preparation, and tax reduction planning. Prospective clients can review the firm’s services and request a consultation through the website listed above.

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