Doug is great. He manages all of our investments with care. I know that I can trust him to take…read morecare of my stuff and to communicate with my accountant during tax time. He genuinely cares about our portfolio, and is constantly looking for ways to earn us the greatest return. The price of having a financial advisor is so much cheaper than I would've anticipated and the peace of mind is totally worth it. I would not go anywhere else. I wholeheartedly recommend!

From the owner: Whitinger Financial Advisors LLC provides investment management and planning services…read more Investing your money to achieve maximum returns and long-term security requires a well-defined investment strategy. We customize each recommendation and suggest specific investments using sound principles including Diversification, Tax Efficiency and Total Portfolio Coordination. Whitinger Financial offers a fee-based service that delivers a more client-centered approach. Our independence and objectivity allow us to have the freedom to seek a myriad of resources and services that are far different from the typical retail broker. We tie your investment management strategies together with your tax management goals to maximize your overall return.

Im so glad we found Mickie's Tax Service! She did an excellent job and her rates were very…read morereasonable. We'll definitely use them again next year!

Always excellent service and Carla is the best. Been a long time customer of Mickie's as wellread more

If I could rate this company zero stars, I would. My husband and would NOT recommend using…read moreWhitinger & Co for your tax return prep/ consultation/book keeping needs. We were 4-year clients of the former Haney CPA out of Indianapolis, which was recently aquired by Whitinger - an unfortunate investment for them. They recently had a long-time employee leave who essentially held the entire firm together. This past year's return experience has been a nightmare. The firm is struggling to keep up with deadlines and, worst of all, acting like they've never had a relationship with us before and seem to know nothing about our business/industry, made obvious through questions they've had to ask during the return preparation process, etc (we've been with them for 4 years now...). We turned in our tax prep documents over a month prior to the deadline to file of April 15th. It was April 10th when I decided I better follow up to see where our return was. The firm must have completely forgotten about us as it was only after I called that they started working on our business and personal returns for 2018 (5 days to get everything done for a sizable business and personal return). I was not feeling confident in their abilities or organization at this point, but I tried to stay positive. After many follow ups and e-mails, we finally had a rushed and hurried return from the firm on April 14th around 7:30 PM - only hours to file and/or pay and file an extension. The return was a mess - there were errors on multiple pages. The return was signed by Greg Haney stating that it was correct and accurate to his knowledge and ready to be filed. We decided to file an extension and pressed the matter of urgency to determine the REAL amount owed, etc as to not rack up more interest than necessary if add'l tax was owed. Days went by and then weeks with little follow up from the firm. I continued to call/follow up with e-mails. I was pushed off with excuses and finally an entire month went by as I continued to babysit the status of progress. We finally have a revised return. I have both version of the signed return downloaded for comparison purposes. There are over $20K of errors and omissions on the first SIGNED return by the firm. After talking to Greg over the phone, he admitted he didn't even see the first return -- so how could he have possibly signed his name. Who else has suffered under the same conditions as us? We were barely met with an apology for our treatment over the last few months as we been slammed with more money owed due to their E&O's, more penalties and more interest. The firm has gone silent as to my request to cover the penalty and interest we have accrued due to the need to file an extension and correct their mistakes that we had no control over. If you like dealing with unorganized folks with little to no customer re pore and babysitting folks then this firm is for you.

From the owner: At Whitinger & Company we provide Value Beyond the Numbersread more