Services
As one of the largest regional firms in New England, who was recently recognized by Accounting Today as a "Firm to Watch," Whittlesey provides expert counsel in the areas of accounting, security, IT, and business structure.
When objectives and related decisions are of critical importance, Whittlesey provides expert counsel in a variety of areas, including business, strategic and succession planning, asset protection, estate planning, security, tax advising, and computer network consulting.
Whittlesey has offered federal and state tax services for both individuals and businesses for more than five 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 businesses and nonprofit organizations with personalized services to optimize their technology, including network security and information systems reviews, with specialization in the areas of nonprofit technology, systems support, and cybersecurity.
Insights
Whether it’s an impending ownership transfer or just a need to learn more about one’s company, every business owner needs to establish reasonable expectations of what a valuation provides. We answer several insightful questions about the process and dig deeper into this important management tool.
Whittlesey nonprofit experts Lisa Wills and Katrina Olson outline the new Financial Accounting Standards Board (FASB)'s "Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made," which amends the Accounting Standards Codification (ASC) Topic 958-605.
A Roth 401(k) can be a valuable retirement savings option to add to your company’s benefits package. But make sure employees use it.
Are you going on a business trip within the United States this summer? You might be able to add on some vacation days and deduct some of your expenses.
Many employers use nonqualified deferred compensation plans to attract and retain executive talent. The rules, however, are complex.
Whittlesey nonprofit expert, Katrina Olson highlights the importance of Form 990 and offers helpful tips on filling it out.
There’s a family and medical leave credit that could be an attractive perk for your company’s employees. But there are the rules and restrictions and it’s only available for two tax years.
Are You Protected?
One wrong click can cause a security incident or data breach and the impact could be devastating. Whittlesey's Cyber Security Assessment (CSA) is a comprehensive audit that will identify your level of cyber risk and a road map to improve it.
Ready to Connect?
We deliver personalized, expert services. Find out what we can do for you.
Industries
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.