Jarvis, Wilhite
Personal service.
Trusted advice.
For more than four decades, families and businesses across Woodstock and McHenry County have trusted us with their taxes, their books, and their peace of mind — with the close, personal attention a name-on-the-door firm still gives.
Close, personal attention — the way it should be.
Tax season shouldn't feel like talking to a stranger at a call center. When you call Jarvis, Wilhite & Associates, you reach people who know your name, your history, and your goals.
Our objective is simple: work closely with you on a personal basis and provide the services that best assure your maximum prosperity — while managing the tax effects of your success.
We listen first. Your situation is unique; the advice should be too.
We plan ahead. We minimize current and future tax liability as part of your strategy — not just at filing time.
We stand with you. If the IRS or state ever calls, we represent you before the agencies, start to finish.
A full firm, on a first-name basis.
From the family return to the family business, from monthly books to estate planning — the services that protect what you've built, under one roof.
Tax Preparation & Planning
Accurate, efficient returns for individuals, corporations, partnerships, trusts, estates, and not-for-profits — backed by year-round planning that minimizes current and future liability.
Estate, Trust & Succession
Effective estate and gift planning for the orderly transfer of assets — security for your spouse, less tax for your heirs, and entity and succession strategy for business owners.
IRS Representation
Competent, calm representation before federal and state tax agencies. We know how these reviews work — and how to handle them on your behalf, start to finish.
Bookkeeping & Financial Services
Meaningful, well-organized monthly and quarterly records — the foundation of every successful business. Daily bookkeeping, financial statements, and QuickBooks® setup and training.
Payroll Services
Reliable payroll controls and timely payroll tax returns as your team grows — so you can hire with confidence and stay compliant across jurisdictions.
CFO Advisory & Consulting
Senior financial guidance without the full-time hire — budgeting, forecasting, cash-flow management, and clear reporting that helps owners make confident decisions.
A relationship, not a transaction.
The same small team that sets up your books will plan your taxes and pick up the phone in April. Here's what working together looks like.
Listen
We start with your goals — personal and financial — and the full picture of where you stand today.
Plan
We build a strategy that uses current tax law to minimize liability today and protect you tomorrow.
Prepare
We prepare accurate returns and clean records with the care of a firm that signs its own name to the work.
Represent
If a question ever comes from the IRS or the state, we're already in your corner — year-round.
Helpful at your fingertips.
Quick links our clients use most — track a refund, get help with your IRS PIN, or stay current on tax news.
Frequently asked
Do I need to be a business to work with you? +
Not at all. We prepare returns for individuals and families as well as corporations, partnerships, trusts, estates, and not-for-profits. Many of our clients started with a personal return and grew into a business relationship over the years.
What should I bring to my first appointment? +
For a tax conversation, last year's return plus any income documents (W-2s, 1099s) and records of deductions are a great start. Not sure what applies to you? Call us first — we'll send you a short, personalized checklist so nothing's a surprise.
Can you represent me if the IRS contacts me? +
Yes. We provide representation before federal and state tax agencies. We understand how these reviews work — and how to handle them calmly on your behalf.
Do you help set up and run QuickBooks? +
We do — setup, training, and ongoing reporting. We'll get your books organized so your day-to-day runs smoothly and your year-end is painless.
How do I pay, and what methods do you accept? +
We accept Visa, MasterCard, Discover, American Express, debit cards, checks, and cash. We're happy to walk through fees and scope up front so there are no surprises.
Let's talk about your finances.
Whether it's a first return, a growing business, or an estate to plan, the first conversation is always a friendly one — and on us. Call, email, or send a note and we'll be in touch.
The trusted advice your family
has been looking for.
Personal attention, decades of experience, and a team that picks up the phone. Let's start with a conversation.