I have worked with Jodi since we moved here in 2017. She has helped me in so many ways over the years and not just with tax returns! She is a great teacher, very patient and extremely approachable. I can ask her questions and her answers are very thoughtful and clear. She clearly has had years of experience but presents it in a humble and almost mentoring style which I appreciate very much. I am grateful to have found her and her team.
May 2023
We highly recommend KDP Certified Public Accountants, LLP. especially Jodi Whittaker. We have been clients for twenty five years. We hired Whittaker and Associates as we had investments we needed tax advice with. Then we both began working from home. Jodi and team helped us figure how to claim every deduction possible on our taxes.A service you may not be aware of is planning for retirement. As retirement approached, Jodi helped us determine what income we would need to maintain our life style in retirement. That included how to save for that desired income, planning future expenses which for us included traveling extensively, estimating medical needs as we aged and living... read full review
April 2023
My wife and I have entrusted Jodi Whittaker and her team at KDP to handle our tax needs for well over a decade. The attention to detail and the one-on-one experience of being able to sit down and talk to our CPA is so important to us. And its exactly what we get with KDP. Can I give 6 stars?
I have worked with Jodi since we moved here in 2017. She has helped me in so many ways over the years and not just with tax returns! She is a great teacher, very patient and extremely approachable. I can ask her questions and her answers are very thoughtful and clear. She clearly has had years of experience but presents it in a humble and almost mentoring style which I appreciate very much. I am grateful to have found her and her team.
We highly recommend KDP Certified Public Accountants, LLP. especially Jodi Whittaker. We have been clients for twenty five years. We hired Whittaker and Associates as we had investments we needed tax advice with. Then we both began working from home. Jodi and team helped us figure how to claim every deduction possible on our taxes.A service you may not be aware of is planning for retirement. As retirement approached, Jodi helped us determine what income we would need to maintain our life style in retirement. That included how to save for that desired income, planning future expenses which for us included traveling extensively, estimating medical needs as we aged and living... read full review
My wife and I have entrusted Jodi Whittaker and her team at KDP to handle our tax needs for well over a decade. The attention to detail and the one-on-one experience of being able to sit down and talk to our CPA is so important to us. And its exactly what we get with KDP. Can I give 6 stars?