As one of the largest regional firms in New England, who was recently recognized by Accounting Today as a "Firm to Watch," Whittlesey provides expert counsel in the areas of accounting, security, IT, and business structure.
For more than five decades, Whittlesey has provided assurance services to thousands of for-profit and nonprofit clients. Focused on integrity and service, we customize our approach based on your specific needs while also providing business guidance, especially when key decisions need validation.
When objectives and related decisions are of critical importance, Whittlesey provides expert counsel in a variety of areas, including business, strategic and succession planning, asset protection, estate planning, security, tax advising, and computer network consulting.
Whittlesey has offered federal and state tax services for both individuals and businesses for more than five decades, working with clients year-round to provide services that cover everything from tax planning and preparation to tax compliance and financial audits.
Whittlesey provides businesses and nonprofit organizations with personalized services to optimize their technology, including network security and information systems reviews, with specialization in the areas of nonprofit technology, systems support, and cybersecurity.
Does your organization have a succession plan? Whittlesey is here to help. Here's a few key reasons why businesses need a succession plan for their success.
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Whittlesey provides compliance services, as well as our third-party perspective and advice, to our closely held clients. This includes proactive tax planning and assurance services, as well as providing accurate guidance around gauge tax and gifting implications.
With decades of experience across a range of industries, we understand the unique challenges facing emerging businesses, as well as the opportunities associated with achieving profitability. Our firm can work with you to establish a financial plan that can help take your business forward.
Managing an evolving regulatory environment and, sometimes, multiple legacy plans can be challenging for plan administrators. Whittlesey's employee benefit plan management services help your team be compliant with reporting standards.
The Whittlesey team has extensive experience working with banks and credit unions, spanning more than two decades. We understand the importance of keeping current with the unique accounting and regulatory issues that are impacting banks and credit unions.
Whittlesey knows that, as a healthcare practitioner, your time is valuable. So we focus on monitoring tax law changes and industry regulations, proactively communicating and planning for your business's future, which allows you to focus on patient care.
To be both lean and nimble, national and international manufacturers and distributors need smart planning. The experts at Whittlesey can help you achieve your business goals, providing validation of business plans with thought-provoking advice on driving productivity, increasing profitability, and reducing business risks.
In partnership with your staff, executives, Board of Directors, and financial team, Whittlesey can help your organization implement philanthropic best practices tailored to your particular organization, as well as deliver accurate financial reporting, compliance with laws and regulations, and solid internal controls.
Finding success in the ever-changing real estate and construction industry landscape requires experience, patience and training. The Whittlesey team monitors economic changes and industry trends to deliver sound business advice and services when key decisions need validation.