Whittum Scott T CPA

Accountant in Riverside, RI (show on map)

5.0

★★★★★

1 reviews

East Providence, RI CPA firm providing full-service accounting, tax, and financial planning for individuals and businesses.

Call (401) 433-5300

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About

Scott T. Whittum CPA is a full-service accounting firm based in East Providence, RI, specializing in comprehensive financial services for individuals, small businesses, and non-profit organizations.

The firm provides personalized financial planning, estate planning, elder care, small business accounting, payroll, tax preparation, tax planning, and QuickBooks services. With a focus on professionalism, responsiveness, and quality, Scott T. Whittum CPA aims to safeguard clients' assets, optimize tax strategies, and ensure compliance, enabling clients to achieve financial freedom and peace of mind.

Full-service accounting firm with expertise in both personal and business financial planning

Comprehensive tax services including IRS audit representation and bankruptcy assistance

Specialized elder care services to assist aging family members

QuickBooks expertise with setup, training, and ongoing support

Services

Personal Financial Planning

One-on-one guidance and comprehensive financial planning to manage risk, improve performance, and ensure the growth and longevity of personal wealth.

Retirement planning College savings planning Disability insurance review Estate planning

Estate Planning

Comprehensive estate planning services to define goals, create an estate planning team, evaluate options, prepare documents, and minimize probate and taxes.

Will and trust preparation Probate avoidance Tax minimization Incapacity planning

Elder Care

Professional elder care services to assist with daily financial tasks, budgeting, bill payment, and comprehensive care planning for aging family members.

Bill payment and budgeting Check writing and checkbook balancing Income and expense monitoring Second opinions on household issues Day-to-day financial transaction handling Retirement account distribution planning Personal and financial document organization Asset inventory preparation Retirement income and goal planning Cash flow analysis Lifestyle and insurance planning Investment portfolio monitoring Tax preparation for estates Referrals to local services Care level and transportation arrangement

Small Business Accounting

Comprehensive small business accounting services including bank reconciliation, financial statements, general ledger maintenance, and unlimited consultations.

Monthly bank reconciliation Income statement generation Balance sheet preparation General ledger cleanup Unlimited consultations

Tax Services

Comprehensive tax preparation, planning, and representation services including tax preparation, tax planning, tax problem resolution, IRS audit representation, and bankruptcy assistance.

Tax preparation Tax planning Tax problem resolution IRS audit representation Non-filed tax return resolution Back tax owed management Payroll tax problem resolution IRS lien and levy resolution IRS wage garnishment and seizure resolution Offer in compromise IRS payment plan setup Bankruptcy assistance Innocent spouse relief IRS file retrieval

QuickBooks Services

QuickBooks setup, training, support, and optimization services to help businesses leverage the full power of QuickBooks accounting software.

QuickBooks setup QuickBooks training QuickAnswers support QuickBooks tips and best practices QuickTuneup maintenance Online backup solutions Discounted QuickBooks purchases

Credentials & Certifications

Licensed CPA in Rhode Island

Member of the American Institute of CPAs (AICPA)

Certified QuickBooks ProAdvisor

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the process for personal financial planning? +

The process includes assessing your financial situation, defining retirement and college savings goals, reviewing insurance coverage, and creating a comprehensive financial plan to manage risk and ensure growth of your wealth.

How does estate planning minimize taxes? +

Estate planning minimizes taxes by creating wills and trusts, avoiding probate, planning for retirement account distributions, and organizing personal and financial documents to ensure assets are transferred efficiently to heirs with reduced tax burdens.

What services are included in small business accounting? +

Small business accounting services include monthly bank reconciliation, income statement and balance sheet generation, general ledger maintenance, and unlimited consultations to help business owners focus on core operations.

What tax problems can Scott T. Whittum CPA resolve? +

Scott T. Whittum CPA can resolve a wide range of tax problems, including IRS audits, non-filed tax returns, back taxes owed, payroll tax issues, IRS liens and levies, wage garnishments, seizures, and offer-in-compromise negotiations, as well as bankruptcy and innocent spouse relief.

What QuickBooks services are offered? +

QuickBooks services include setup, training, QuickAnswers support, tips and best practices, QuickTuneup maintenance, online backup solutions, and discounted software purchases to help businesses maximize the benefits of QuickBooks.