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Services

Recognized as the only firm based in Connecticut to be honored on the Top 200 list by Inside Public Accounting and acknowledged by Accounting Today as a “Best of the Best” firm, Whittlesey stands as one of the largest regional CPA and consulting firms in New England. Through our four divisions—Assurance, Advisory, Tax, and Technology—we offer traditional and non-traditional services, providing expert counsel in accounting, security, IT, and business structure. Our clients consider us an extension of their leadership team, receiving advisory services with a keen focus on the future to ensure ongoing growth and success. It's an approach we call Forward Advising™.

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.

Tax

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.

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