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Through our comprehensive services we’ve earned acclaim both locally and nationally for our outstanding work and inviting corporate culture.For over a century, The Whitlock Co. has provided accounting and consulting services with exceptional customer service. Our firm was founded in Springfield, Missouri in 1913 and after several mergers and name changes, the firm today is comprised of over 50 CPAs and associates with offices in Springfield, Kansas City, and Joplin, Missouri.
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3271 E. Battlefield Road Suite 300 Springfield Missouri United States 65804
4178810145
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What core services does The Whitlock Company provide?
The firm specializes in professional accounting, tax, and consulting services. This includes comprehensive tax planning and preparation, financial statement auditing, review and compilation, business valuation, and specialized consulting for business growth and succession planning.
Which industries does The Whitlock Company serve?
The practice supports a diverse range of sectors, including construction, manufacturing, real estate, professional services, and retail. Expertise is also provided to non-profit organizations and high-net-worth individuals requiring complex tax and financial management.
Where are the offices located?
The firm operates out of Springfield, Missouri. This location serves as the primary hub for providing accounting and consulting services to clients throughout the region.
How long has The Whitlock Company been in business?
The firm has been providing financial and accounting expertise for over 60 years. This long-standing history demonstrates a deep commitment to stability and professional excellence in the accounting field.
Does the firm assist with business succession planning?
Yes, succession planning is a key component of the consulting services offered. The team helps business owners navigate the complexities of transferring ownership, ensuring that the transition is structured efficiently for tax purposes and long-term business continuity.
Can the firm help with business valuations?
Business valuation is a core competency. The firm provides objective, professional valuations for various purposes, including mergers and acquisitions, estate planning, and internal shareholder disputes, helping clients understand the true market value of their entities.
What is the approach to tax planning?
The approach focuses on proactive strategies rather than reactive filing. By analyzing a client's specific financial situation throughout the year, the firm identifies opportunities to minimize tax liabilities and ensure compliance with ever-changing tax regulations.
Does the firm handle audits for businesses?
Yes, the firm provides comprehensive audit, review, and compilation services. These financial reporting services are designed to provide stakeholders, lenders, and management with accurate, reliable information regarding the financial health of the organization.
How can a potential client contact the firm for a consultation?
Interested parties can reach out by calling the Springfield office directly or by using the contact form available on the official website. A representative will respond to discuss specific accounting or consulting needs.
Is the firm equipped to handle complex tax issues for high-net-worth individuals?
Yes, the firm offers specialized tax services for individuals with complex financial portfolios. This includes wealth management support, estate tax planning, and strategies to manage significant assets effectively.
Does the firm work with non-profit organizations?
Yes, the firm provides specialized accounting and tax services tailored to the unique needs of non-profit organizations, including assistance with tax-exempt status compliance and financial reporting requirements.
What makes the firm different from other accounting practices?
The firm distinguishes itself through a combination of decades of experience and a client-centered approach. By focusing on building long-term relationships and providing personalized, strategic advice, the firm acts as a partner in the financial success of its clients.
Does the firm provide consulting for business growth?
Consulting services extend beyond basic accounting to include strategic business planning. This involves analyzing financial performance, identifying operational efficiencies, and providing actionable insights to help businesses scale and improve profitability.
Are the accountants at the firm certified?
The firm employs a team of highly qualified professionals, including Certified Public Accountants (CPAs). These credentials ensure that all services meet the rigorous standards of the accounting profession.
Can the firm assist with the financial aspects of mergers and acquisitions?
Yes, the firm provides advisory services for mergers and acquisitions. This includes performing due diligence, evaluating financial risks, and structuring deals to optimize tax outcomes for the parties involved.
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