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Tax planning isn’t limited to your professional life. That’s why Whittlesey does more than income tax preparation. From trust and estate planning, to multi-state tax compliance, our tax services focus on strategic solutions to preserve your wealth and secure the future for you and your family.

We form long-term relationships with our clients and get to know your unique situation. Whittlesey’s tax team is comprised of Certified Public Accountants, licensed attorneys, and experienced business advisors. Our clients benefit from Whittlesey’s decades of experience across a range of industries.

How We Can Help

Tax Return Compliance
We aid with tax returns and reporting, tax payments, and communication with the IRS.


Income Tax Planning
We are industry leaders, which means we know how to leverage opportunities and tax incentives within complex tax regulations to manage your tax exposure for this year and in the future.


Estate and Gift Tax Planning
Our team works with you to develop a comprehensive plan that controls your tax burden through estate analysis and gift programs.

Asset Protection
We can help you preserve and protect your property and wealth by leveraging advantageous strategies, which reduce or manage your individual or business exposure.


Retirement Planning
Whether you are ready to retire, or are trying to figure out if you can, we’re here to help. We work with you to forecast out your yearly expenses and strategize your retirement distribution planning. We also work in tandem with your investment managers and attorneys to oversee your future.


Advisory Services
With Whittlesey’s Forward Advising™ process we actively listen to your short- and long-term objectives so we can provide actionable insights and solutions such as asset protection strategies and planning for retirement and/or wealth transfer.

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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