Whittlesey Advisors About Industries Services Learning Careers News & Events Client Portal Contact Maximize Your Credit Contact our Employee Retention Credit experts today to determine if you are eligible for credits up to $28k per employee. Find Out If You Qualify 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, audit, advisory and technology. Assurance For more than five 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. Advisory 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. Tax 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. Technology 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. 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. Get In Touch Ready to Connect? We deliver personalized, expert services. Find out what we can do for you. Get In Touch Industries With more than five decades of industry-specific experience, we have serviced both for-profit businesses and nonprofit organizations in an extensive array of industries. Closely Held Businesses & Professional Services 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. Emerging Businesses 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. Employee Benefit Plans 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. 1 2 3 Insights How Much Is Your Business Worth? What You Should Know About Business Valuation How much can you contribute to an IRA for 2021? How much is the standard deduction? Here are some Q&As about these and other tax-related amounts for 2021. Providing Optimal IT Support for Remote Employees The COVID-19 pandemic has accelerated the trend toward allowing employees to telecommute. In turn, effective IT support has become an important contributor to profitability. What Are In-Kind Contributions? The latest on guidance, qualifications, and how to record Many nonprofit organizations rely on non-financial gifts of goods and services as vehicles to achieve the organization’s mission or goals. These goods and services are considered in-kind contributions. Launching a Small Business? Here Are Some Tax Considerations For tax purposes, there are many ways to conduct a business. For example, you may operate as an S corporation or a partnership. But many new ventures start out as sole proprietorships. Here are some tax considerations involved in operating with that entity. IRS Extends Tax Filing Deadline to Individual Taxpayers The IRS has announced that the federal income tax filing deadline for individuals for the 2020 tax year is extended from April 15, 2021, until Monday, May 17, 2021. 5 Ways to Streamline and Energize your Sales Process The economic forecast for 2021 looks relatively bright. Is your sales staff up to the challenge of making the most of the revenue opportunities ahead? What are the Tax Implications of Buying or Selling a Business? Buying or selling a business may be the largest transaction you’ll ever make. Pay attention to taxes. After a deal is done, it may be too late to get the best tax results. New Tax Basis Reporting Requirements for Partners’ Capital Accounts For tax years beginning in 2020, the IRS is requiring partnerships filing Form 1065 to report partners' capital accounts on the tax basis. Headquarters 280 Trumbull Street, 24th Floor Hartford, CT 06103 860.522.3111 View Location Hamden Office One Hamden Center 2319 Whitney Avenue, Suite 2A Hamden, CT 06518 203.397.2525 View Location Holyoke Office 14 Bobala Road, 3rd Floor Holyoke, MA 01040 413.536.3970 View Location Client Portal Privacy Policy Employee Login Copyright © 2021 Whittlesey. All rights reserved. facebook youtube linkedin instagram