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Ethan Whittaker, CPA

Trusted tax advisor to help your small business thrive and grow

Why Choose Us?

Ethan is a Certified Public Accountant with over 8 years of tax experience. He specializes in tax planning, strategy, and compliance for businesses and individuals. His expertise ranges from new business formations to succession planning for multi-generational companies, and from retirees to ultra-high-net-worth earners. He is a trusted tax advisor who collaborates with financial advisors, estate attorneys, and other members of your financial team. Ethan also has extensive experience in small business, rental real estate, e-commerce, and expatriate tax compliance.

Our pricing is as follows:

  • Individual Income Tax Filing: $750

    • Includes one state and local filing

    • Additional $100 for each extra state or local filing

    • $500 additional for Schedule C filing (Additional $100/hr Bookkeeping fee may apply)

    • $500 additional for Schedule E filing (Additional $100/hr Bookkeeping fee may apply)

 

  • Business Returns (1065, 1120, & 1120S): $1,000 per return

    • Includes one state and local filing

    • Additional $100/hr Bookkeeping fee may apply

 

  • Trust, Gift, & Estate: $1,000 per return (base fee)

    • Pricing varies based on complexity

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Services

Ethan's service offerings include:

  • Business Entity Returns
  • Individual Income Tax
  • Gift, Trust, & Estate Tax preparation
  • Tax Planning
  • Expatriate Tax Compliance

Contact us at: