Services
Whittlesey is Connecticut's largest CPA and consulting firm and ranks among the top 10 firms in New England. With offices in Connecticut and Massachusetts, we are recognized by Accounting Today as a “Best of the Best Firm” and by Inside Public Accounting as a “Top 200 Accounting Firm.” With a legacy spanning over 60 years, our advisors provide exceptional accounting, assurance, advisory, and technology services to a diverse clientele, including businesses, individuals, and nonprofit organizations. Our commitment to delivering industry-specific insights and tailored solutions not only establishes us as experts in accounting, auditing, and technology but also as trusted business advisors.
For more than six 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 critical, Whittlesey provides expert counsel in various areas, including business, strategic, and succession planning, asset protection, estate planning, security, tax advising, human resource consulting, outsourced client accounting solutions, and computer network consulting.
Whittlesey has offered federal and state tax services for both individuals and businesses for more than six 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 tailored technology solutions for businesses and nonprofits, including managed IT services, compliance, and cybersecurity to protect your digital assets. We're dedicated to optimizing your technology so you can focus on growth and success.
Why Whittlesey
At the core of Whittlesey lies our mission, values, and dedication to fostering growth. We stand apart as a professional services firm, designed to unlock potential for businesses and nonprofits across New England.
Industries
With more than six 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 over three 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.
Whether you are launching a new concept or scaling a mature system, we offer tailored audit, tax, and advisory services designed to support growth, ensure compliance, and protect your bottom line.
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