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Chess

What We
Offer

Legal, Tax, and Estate Planning

Secure your legacy and provide for your loved ones with our estate planning services. We'll help you create a comprehensive plan that meets your unique needs and goals, navigating the complexities of business successor planning, family planning, and expert charitable gift planning. Any other legal needs along the way can be addressed by our expert teams of attorneys.

Business & Personal
Tax Preparation

Advanced tax preparation can be a daunting task, but with our expert team, you can rest assured that your taxes will be handled with precision and care. We offer a range of services meet your specific needs, from individual tax preparation to complex business tax planning. Let us take the stress out of tax season and help you achieve your financial goals.

Business Financial Planning

Business financial planning is crucial for the success any company. It involves creating a roadmap for managing finances, setting financial goals, and making informed decisions about investments and expenses. With the right financial plan in place, businesses can achieve long-term growth and stability. Let us help you create a comprehensive financial plan tailored to your business needs.

Legacy Planning

Our team of experienced attorneys can provide guidance and structure your estate planning. Planning ahead can save your family large amounts of money. We also provide expert charitable gift planning, and estate settlement services.

           After several disappointing experiences with other advisors, I finally was referred to Whittman Financial. They were a cut above the rest and really knew how to handle the complexities of my business without using a cookie-cutter approach. It was refreshing to have my CPA asking me the questions and offering solutions before I even knew what the various issues were. He was so proactive and helpful, easy to reach and as professional as a person gets.  For complicated tax or financial issues especially for your business, I couldn't recommend them more highly. 

Daniel Talbot, CEO IMDF

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