Tax planning isn’t limited to your professional life. That’s why Whittlesey does more than income tax preparation. From trust and estate planning to multi-state tax compliance, our tax services focus on strategic solutions to preserve your wealth and secure the future for you and your family.

We form long-term relationships with our clients and get to know your unique situation. Whittlesey’s tax team is comprised of Certified Public Accountants, tax attorneys, and experienced business advisors. Our clients benefit from Whittlesey’s decades of experience across a range of industries.

How We Can Help

Tax Return Compliance
We prepare tax returns, filings, and reporting, calculate tax payments and communicate with the IRS and other tax authorities. 

Income Tax Planning
We are industry leaders, which means we know how to leverage opportunities and tax incentives within complex tax regulations to manage your tax exposure for this year and in the future.

Estate and Gift Tax Planning
Our team works with you to develop a comprehensive plan that controls your tax burden through estate analysis and gifting programs.

Asset Protection
We can help you preserve and protect your wealth by leveraging strategies, which manage your risk and exposure.

Retirement Planning
Whether you are ready to retire, or are trying to figure out if you can, we’re here to help. We work with you to forecast your yearly expenses and strategize your retirement distribution planning. We also work in tandem with your investment managers and attorneys to oversee your financial future.

Advisory Services
With Whittlesey’s Forward Advising™ process we actively listen to your short- and long-term objectives so we can provide actionable insights and solutions such as asset protection strategies and planning for retirement and/or wealth transfer.