Certified Public Accountants — Est. 1994
Sacramento families and businesses have trusted Whitfield & Associates for over 30 years. We provide the clarity, discipline, and expertise your finances demand.
Every engagement follows our disciplined process — thorough analysis, clear communication, and meticulous execution.
Strategic tax planning for individuals and businesses. We identify every legitimate deduction and credit, then build a multi-year strategy to minimize your tax burden.
Independent audits, reviews, and compilations that meet the highest professional standards. We provide the assurance your stakeholders require.
Strategic counsel for business owners — from entity structure and succession planning to mergers, acquisitions, and exit strategies.
Careful stewardship of estate and trust tax obligations. We work alongside your attorney to ensure your legacy is protected and your wishes are honored.
Detailed financial investigation and litigation support. When the numbers need to tell a clear story, we provide the analysis courts rely on.
Accurate, timely bookkeeping and payroll services for businesses of all sizes. Cloud-based systems with real-time financial visibility.
When Robert Whitfield founded this firm in 1994, he established three principles: thoroughness, transparency, and accountability. Three decades later, those principles remain the foundation of everything we do.
We don't chase trends or cut corners. We invest the time to understand your complete financial picture, then apply proven strategies backed by decades of experience. Our clients stay with us because they know exactly what to expect — competence, clarity, and unwavering attention to detail.
Learn more about our approachOur partners bring a combined 75+ years of public accounting experience across tax, audit, and advisory services.
30+ years in public practice. Former IRS Revenue Agent. Specializes in complex tax planning and business advisory for high-net-worth individuals.
25+ years specializing in audit and assurance. Leads the firm's quality control program. Known for meticulous standards and clear client communication.
18 years of experience in tax and estate planning. Leads the firm's technology modernization. Bridges traditional expertise with modern efficiency.
Many of our client relationships span decades — a testament to consistent, reliable service.
"We've been with Whitfield for 22 years. When our business grew from a single location to five, they guided every financial decision. That kind of continuity is invaluable."
"Robert personally handled my father's estate — with the same care and diligence he'd given to my parents' taxes for 18 years. You can't put a price on that level of trust."
"After a difficult IRS audit, we switched to Whitfield. Catherine's team not only resolved the issue but built a compliance framework that gave us complete peace of mind."
Whether you need tax planning, audit services, or strategic business advisory, we're prepared to help. Initial consultations are complimentary.