Minimize Your Taxes
For more than six decades, Whittlesey has offered federal and state tax services for both individuals and businesses.
We work with clients throughout the year to provide services that cover everything from tax planning and preparation to tax compliance and financial audits. Our team has decades of experience across a variety of industries, so we offer our clients a wide breadth of resources.
Whittlesey’s tax team has decades of experience across a range of industries, which means we know the best way to manage your business’s tax exposure so you can reach your financial goals.
Your tax planning isn’t limited to your professional life. From trust and estate planning to multi-state tax compliance, our tax services focus on strategic solutions to preserve your wealth and secure your future for yourself and your family.
Our proactive approach to tax planning helps clients stay ahead of regulatory changes and manage their tax exposures.
Have a Question? Ask a Whittlesey Advisor.
IRS Issues ERC Guidance as Congress Mulls Early Termination
The IRS has published new guidance on the Employee Retention Credit (ERC). The credit was created in March 2020 to encourage employers to keep their workforces intact during the COVID-19 pandemic. Notice 2021-49 addresses various issues...Continue Reading
SBA Streamlines Forgiveness for Smaller PPP Loans
The Small Business Administration (SBA) has released new guidance intended to expedite the forgiveness process for certain borrowers under the Paycheck Protection Program (PPP). The simplified process generally is available for...Continue Reading
I consult with my Whittlesey partner whenever I am contemplating a strategic change. His advice goes well beyond just the financial or tax consequences. I feel he really looks out for my best interest.- Elisabeth Kandrysawtz, President, The Motorlease Corporation
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Meet Your Tax Advisor
With over 25 years of experience in public accounting, Brenden is a tax expert who consults with businesses and individuals and focuses his practice on nonprofit organizations, closely-held businesses, manufacturing and distribution, financial institutions, medical practices, and retail industries. His progressive approach to complex state and federal tax matters has helped him build a reputation as an industry thought leader.