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Lexington, KY CPA Firm | Client Portal Page | James R. Whitten, CPA, PLLC
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Client Portal

Call Us: (859) 276-4635
  • broad range of CPA services
    Peace of Mind is knowing that your finances are looked after by experienced professionals who care about you. Read more
  • James R. Whitten, CPA, PLLC
    We offer a broad range of services to help you secure a sound financial future. Read more
  • Secure client portal
    Providing the support you deserve.
  • Small enough
    As a valued client, you get a secure, password-protected portal. Read more

Where's My Refund?

When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return.

Our Newsletter

Miss last month's newsletter? No problem. We keep the last 6 months of newsletters here for you to read.

Our Services

We are a full-service Accounting firm licensed in KY. We offer a broad range of services for business owners, executives, and independent professionals.

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Client Portal

Client Portal


Portal Login

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)

To start using the client portal please log in above or register here.

To send a file without creating an account use the SecureSend page.

James R. Whitten, CPA, PLLC
230 Plaza Dr #275
Lexington, KY  40503
Phone: (859) 276-4635 | Fax: (859) 276-4636
jwhitten@whittencpa.com
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