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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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Insights

Don’t let your nonprofit’s audit preparation become a last-minute sprint. Plan early so you’ll have the right records ready for review. We offer suggestions.

Many businesses, including small ones, may be subject to new beneficial ownership information reporting rules under the Corporate Transparency Act. Here’s what you need to know.

Many businesses, including small ones, may be subject to new beneficial ownership information reporting rules under the Corporate Transparency Act. Here’s what you need to know.

In today's digital era, consumer data fuels businesses, making it an irresistible goldmine for cybercriminals. You don’t need to have the resources of a major corporation to implement a robust cybersecurity program that will help you avoid the fallout of a data breach.

Tax planning is crucial for construction business owners to maximize potential tax benefits. An effective strategy involves more than knowing credits and deductions.

This guide will provide an overview of CTDPA’s applicability, requirements, enforcement, and how advisors can help your business achieve compliance.

These days, data analytics is essential to for-profit business decision-making. What about nonprofits? Learn how these tools can help your organization reach goals more efficiently.

If you’re eligible and not making catch-up contributions to your retirement plan, you’re missing out on building more tax-favored savings. Here are the rules of the road.