We customize tax savings strategies to meet your needs.
We stay up-to-date on the latest tax laws and incentives to ensure you never miss an opportunity to save. Contact us today for a complementary, no-obligation consultation.
Our approach is simple:
We start by analyzing your current tax situation and identifying any areas where you may be overpaying. Then, we work with you to develop a customized tax savings plan that takes advantage of all available tax credits and deductions.
Significant Tax Savings
Our clients typically save thousands of dollars each year on their taxes.
Proactive Tax Planning
We keep you ahead of the game with our knowledge of the latest tax laws and incentives.
Our team works closely with you to develop a tax savings plan that's tailored to your unique financial situation.
Peace of Mind
With our help, you can rest assured that you're paying only what you owe, and nothing more.
Our tax savings strategies are tailored to your unique financial situation.
We work with individuals and businesses of all sizes to help them minimize their tax liability.
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.