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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, audit, advisory and technology.

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.

Tax

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.

Are You Protected?

One wrong click can cause a security incident or data breach and the impact could be devastating. Whittlesey's Cyber Security Assessment (CSA) is a comprehensive audit that will identify your level of cyber risk and a road map to improve it. 

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We deliver personalized, expert services. Find out what we can do for you.

Insights

How much can you contribute to an IRA for 2021? How much is the standard deduction? Here are some Q&As about these and other tax-related amounts for 2021.

The COVID-19 pandemic has accelerated the trend toward allowing employees to telecommute. In turn, effective IT support has become an important contributor to profitability.

Many nonprofit organizations rely on non-financial gifts of goods and services as vehicles to achieve the organization’s mission or goals. These goods and services are considered in-kind contributions.

Did you file an extension until Oct. 15 to file your 2019 tax return? After finishing, you may find yourself with piles of tax-related documents. You might not want to toss them out for fear of trashing something important. Here are some tax recordkeeping guidelines.

The IRS has announced that the federal income tax filing deadline for individuals for the 2020 tax year is extended from April 15, 2021, until Monday, May 17, 2021. 

The economic forecast for 2021 looks relatively bright. Is your sales staff up to the challenge of making the most of the revenue opportunities ahead?

Buying or selling a business may be the largest transaction you’ll ever make. Pay attention to taxes. After a deal is done, it may be too late to get the best tax results.

For tax years beginning in 2020, the IRS is requiring partnerships filing Form 1065 to report partners' capital accounts on the tax basis.