Whittaker & Associates, Inc (now KDP Certified Public Accountants, LLP)

Jodi and her team are phenomenal, from top-notch service to dialed-in process. And you get the same quality no matter the size of the project. Whittaker & Associates has handled my tax prep for more than a decade, ensuring the best return on taxes paid through full-time and contract jobs. And Jodi has taken extra time and care to advise me on everything from selling my home to refining my retirement portfolio. Even as her business has grown, she has always made herself available to talk through issues and decisions. Jodi is incredibly sharp and warm, and so are the people working with her — Anya and Amy are accounting superstars, and office manager Lindsay recently helped me collect a pile of records on a very tight timeline. This team lifts so much worry off my shoulders with their expertise and attention to detail. That's why I'm still a client seven years after leaving Idaho. I would recommend Whittaker & Associates to anyone!

I typically prepare my own tax filing but this year things were a bit more complicated than I felt comfortable handling myself and I was put at ease immediately with Jodi's expertise during our initial introductory meeting. When it was time to provide Whittaker & Associates with information and documents, they sent me a simple PDF to fill out and a list of needed documents which I could upload to their secure portal. After two brief follow up emails from the accountant to clarify a few things, my taxes were done and filled with the IRS. The process was very easy and painless. The whole team at Whittaker & Associates are extremely professional and very knowledgeable. I was impressed with their work and ability to navigate my unique tax situation. Needless to say, I will be using Whittaker & Associates from now on.

The staff at Whittaker & Associates (now KDP, LLP) are outstanding! My tax filing experience was excellent from start to finish and I feel very confident in the accuracy of my return. Jodi was a joy to work with and her passion for supporting small businesses was very evident. I will definitely be using Whittaker & Associates from now on and strongly recommend them!