Profile
McMillan, Whiteman & Associates PLLC
ListedPunta Gorda CPA Firm for Tax, Accounting, and Advisory Services
About
About
McMillan, Whiteman & Associates PLLC is a locally owned and operated CPA firm in Punta Gorda, Florida, serving Charlotte County. The firm works with individuals, businesses, and organizations that need support with tax, accounting, bookkeeping, assurance, and advisory needs.
Its listed services include tax planning and preparation, client accounting services, bookkeeping, business consulting, audit and review services, and estate and trust planning.
McMillan, Whiteman & Associates PLLC is a locally owned and operated CPA firm in Punta Gorda, Florida, serving Charlotte County. The firm works with individuals, businesses, and organizations that need support with tax, accounting, bookkeeping, assurance, and advisory needs.
Its listed services include tax planning and preparation, client accounting services, bookkeeping, business consulting, audit and review services, and estate and trust planning. The firm also provides client resources such as a portal, new client intake, file sending, and payment options, supporting both routine financial work and more involved planning needs.
The team includes CPAs, enrolled agents, accountants, assurance staff, associates, and administrative support, giving clients access to a range of tax and accounting roles within one firm.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Remote | ||
| CPA accounting advisory | Remote | ||
| Bookkeeping services | Remote | ||
| Tax planning | Remote | ||
| Tax services | Remote | ||
Client types
Client types
Service areas
Service areas
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