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Donor-Advised Funds

Donor-Advised Funds

If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables you to maintain a certain level of control over how funds are distributed while receiving immediate tax benefits. Here's a great video to learn more.
The 2021 Expanded Child Tax Credit

The 2021 Expanded Child Tax Credit

The American Rescue Plan not only increased the Child Tax Credit but also includes monthly distributions until the end of the year. In this video, we will provide a brief overview of the Expanded Child Tax Credit including qualification requirements.
The American Families Plan

The American Families Plan

On April 28, 2021, President Biden introduced the American Families Plan, a $1.8 trillion spending plan that includes tax increases on high-income taxpayers. This video covers potential changes to the tax law that, if enacted, may affect you and your family.

About Whittaker & Saucier

Whittaker & Saucier is a full-scale CPA firm in Venice, Florida. We offer our clients a traditional complement of accounting services, plus a number of unique services they can't find anywhere else such as eBookkeeper, our Quickbooks based outsource accounting system. We believe that our clients time is as important as ours, so we deliver a professional, accurate product on time, every time. To give our clients the utmost assurance of that accuracy, we also have respected colleagues periodically review our work as part of a prestigious peer-review process.

Most importantly, we want our clients to know that there are real people standing behind our work?real people who are only a phone call away, and who are always available to listen to questions and concerns. While we're completely fluent in the tax code, we take care to explain your financial picture to you in plain English, in terms you can understand. At Whittaker & Saucier, our goal is to place our clients on solid financial footing whether they're individuals or large corporations, or anything in between.

Contact Info

Whittaker & Saucier

Thomas E. Whittaker, CPA

Roni Saucier, CPA

304 West Venice Avenue
Suite 300
Venice, FL 34285

Phone: (941) 493-5299
Fax: (941) 493-3290