Cynthia Whitney, CPA

Accounting & TaxVerified

About

Cynthia Whitney, CPA in Santee is a California- and Virginia-licensed certified public accountant who earned her accounting degree from the University of San Diego and has built a practice at 9129 Inverness Road serving individuals, small to mid-sized businesses, banks, and non-profit organizations across the greater San Diego area. The practice handles tax preparation, bookkeeping, auditing, and payroll—a full-service scope that frequently intersects with estate and business-formation work coordinated through Wedeking Law on Cuyamaca Street. Whitney served on the Santee Chamber of Commerce board from 2014 through 2016 and held the dual role of treasurer and chairman of the Chamber Ambassador Committee during that tenure. Form 990 preparation for tax-exempt organizations under IRC Section 501(c) is a documented specialty, and the practice also manages multi-state filing obligations for clients with income or property in jurisdictions outside California. Retirement-plan coordination and investment-account reporting for individual clients align with the wealth-management referral network anchored by Edward Jones - Financial Advisor: Jack Loehr at Santee Town Center. The highest-tier engagements involve independent audit fieldwork for non-profit boards requiring annual financial-statement review under Generally Accepted Auditing Standards.