Certified Public Accountants & Advisors Punta Gorda, FL

McMillan, Whiteman & Associates PLLC

Locally owned & operated firm that has served our community for over four decades. With a loyal clientele, we specialize in tax planning, audits, estate planning, and more, ensuring that our clients receive personalized guidance every step of the way.

15+

dedicated employees

5.0

client star rating

1985

year firm opened

Our Services

Learn about what our team does and how we can help your business and/or personal finances.

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Client Accounting Services

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1040 u.s. income tax return form and 1065 u.s. return of partnership income form

Tax Planning & Preparation

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Business Consulting Services

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Estate & Trust Planning

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Learn More

See our full list of personal and business services. Read details on what each service entails.

About us

Serving Charlotte County since 1985, our full-service CPA firm is dedicated to helping individuals, businesses, and organizations achieve their financial goals. We offer a complete range of services, including tax preparation and planning, bookkeeping, assurance services, and business advisory.


With decades of experience, a commitment to personal service, and a tradition of integrity, we are proud to be a trusted partner to the local community. Whether you need expert guidance for your business or personal finances, our team is here to provide proactive solutions and lasting support.


Trusted since 1985. Focused on your future.

Happy Clients

We’re proud to have earned glowing reviews from clients who love the quality and care we bring to every project. Our reviews reflect the trust and confidence our clients place in us.

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Come Work With Us. Career Opportunities

Are you a financial professional looking for a new opportunity? We have exciting positions available with competitive compensation and benefit packages. MWA could be the career change or upgrade you have been looking for!
We look forward to speaking with you about our employment options.