Additional Information

  • Categories: Financial Service Organizations, Financial Advisors & Planners
  • Services: Individual Tax Planning and Preparation, Business Tax Planning and Preparation, Estate and Gift Tax Planning and Preparation, Bookkeeping, Professional Money Management, Wealth Management, Insurance

About Us

  • Beverly Whitman, CPA, CFP® is a licensed Certified Public Accountant (CPA) in the state of Florida as well as a Certified Financial Planner® Practitioner ( CFP®). I provide comprehensive tax and financial planning services to individuals and small businesses.