No surprise invoices
Fixed monthly fees with written scopes. Additional projects require a signed change order before we start.
Whitmore & Hale was founded when two Big Four alumni got tired of watching promising agencies get surprised by tax bills they could have smoothed six months earlier. We built a firm where the same partner who joins your onboarding call also signs the review notes on your December close. That continuity matters when you are explaining deferred revenue to a new bank lender or negotiating a earn-out. Our team includes payroll specialists, state-and-local tax folks, and a NetSuite implementer—so you are not juggling four vendors who blame each other when a filing is late.
Fixed monthly fees with written scopes. Additional projects require a signed change order before we start.
Flux memos explain what changed, why it matters, and what you should do—without debits-and-credits lectures.
SOC-aligned file sharing, MFA on all firm accounts, and annual phishing tests for staff handling your data.