Don't leave money on the table.
Discuss smarter tax planning options today.
Our team of specialists has been providing Strategic Tax Planning services for individuals and businesses for over six decades. Get in touch with us today to find out how our smarter approach can streamline your tax planning process.
We Offer More Than Just Accounting Services
While most tax professionals concentrate on tax preparation, our team's priority is to maximize tax credits and enhance the value of our clients' personal and business interests.
Easier Starting Process
We believe tax credits shouldn't entail a lot of paperwork, and thus, we strive to make everything as straightforward as possible.
Our team specializes in proactive tax planning, allowing us to quickly identify tax-saving opportunities.
Intelligent Tax Planning
With our team, you can remain up-to-date with the latest tax incentives and changes in the tax code, ensuring intelligent tax planning.
Industries We Serve
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.
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.
The Motorlease Corporation
We are very satisfied with Whittlesey’s tax and audit services as well as their advisory expertise in technology, R&D tax credits, transfer pricing, and business valuation.
Businesses should be aware that they may be responsible for issuing more information reporting forms for 2022 because more workers may fall into the required range of income to be reported. Beginning this year...Continue Reading
The IRS has begun mailing notices to businesses, financial institutions, and other payers that filed certain returns with information that doesn’t match the agency’s records...Continue Reading