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.
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.
With more than five decades of industry-specific experience, we have serviced both for-profit businesses and nonprofit organizations in an extensive array of industries.
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.
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.