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Services

Whittlesey is Connecticut's largest CPA and consulting firm and ranks among the top 10 firms in New England. With offices in Connecticut and Massachusetts, we are recognized by Accounting Today as a “Best of the Best Firm” and by Inside Public Accounting as a “Top 200 Accounting Firm.” With a legacy spanning over 60 years, our advisors provide exceptional accounting, assurance, advisory, and technology services to a diverse clientele, including businesses, individuals, and nonprofit organizations. Our commitment to delivering industry-specific insights and tailored solutions not only establishes us as experts in accounting, auditing, and technology but also as trusted business advisors. 

For more than six 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.

When objectives and related decisions are critical, Whittlesey provides expert counsel in various areas, including business, strategic, and succession planning, asset protection, estate planning, security, tax advising, human resource consulting, outsourced client accounting solutions, and computer network consulting.

Tax

Whittlesey has offered federal and state tax services for both individuals and businesses for more than six 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 tailored technology solutions for businesses and nonprofits, including managed IT services, compliance, and cybersecurity to protect your digital assets. We're dedicated to optimizing your technology so you can focus on growth and success.

Why Whittlesey

At the core of Whittlesey lies our mission, values, and dedication to fostering growth. We stand apart as a professional services firm, designed to unlock potential for businesses and nonprofits across New England.

Trending Insights

Discover how small businesses can leverage outsourced accounting for strategic growth and operational efficiency, gaining access to expert advice, scalable solutions, and cloud-based technologies for enhanced financial oversight.

What factors should your nonprofit consider when outsourcing HR work? We look at benefits and drawbacks of outsourcing, as well as what you need to do to make it successful.

Explore five business succession options and their tax implications to ensure a smooth transition and protect your financial future. Learn strategies for family transfers, trusts, ESOPs, and selling to employees or outside buyers.

Learn how small businesses can streamline tax season and stay compliant.

In today's digital era, consumer data fuels businesses, making it an irresistible goldmine for cybercriminals. You don’t need to have the resources of a major corporation to implement a robust cybersecurity program that will help you avoid the fallout of a data breach.

A Network Assessment isn’t just about identifying problems—it’s about building a smarter, safer foundation for your organization. Here are the critical elements of a strong assessment.

The price of gas is slightly higher than it was a year ago. How does this affect the amount you can deduct for business driving in 2025? Here’s the latest on the cents-per-mile rate for this year.

Has your manufacturing company considered the benefits of rolling forecasts?

The Whittlesey team is committed to sharing assurance, advisory, tax, and technology insights that enrich the industries and individuals we serve.