Skip to main content

We customize tax savings strategies to meet your needs

Access tax-saving strategies tailored to your financial situation. Our team of experts is dedicated to staying on top of the constantly changing tax laws and incentives so you don't overlook any valuable savings opportunities.  

Subscribe to Our Newsletters

businessmen-shaking-hands-across-coffee-table-in-office-lobby.jpg_s=1024x1024&w=is&k=20&c=IDyOD00GQI40fo0SHzf7B16OJRjNvpt3DbHYYKJ_yHw= (3)

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.

We provide our clients

Personalized Tax Strategies
Our team works closely with you to develop a tax strategy tailored to your unique financial situation.

Proactive Tax Planning

We keep you ahead of the game with our knowledge of the latest tax laws and incentives.

Personalized Service

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.

inspired-ladies-and-gentleman-on-their-way-to-the-office.jpg_s=1024x1024&w=is&k=20&c=2BFHyHQ8TWtu2mQicC3tefZ5XiyrW9oVtkbCnj8Phcs=

Latest Insights

iStock-1322533369
ARTICLE

Independent Contractor Vs. Employee Status: The DOL Issues New Final Rule

The deadline to comply with a new U.S. Dept. of Labor rule regarding worker classification is fast approaching. Is your company ready?

 
ARTICLE

Is Your Construction Firm Eligible for an Energy-Efficient Tax Break?

ARTICLE

Businesses: Do You Have To Comply With The New Corporate Transparency Reporting Rules?

ARTICLE

Is Your Business Subject to the New BOI Reporting Rules?

 

See All Insights →

Our Clients Know Best

We work with individuals and businesses of all sizes to help them minimize their tax liability.

left-quote Created with Sketch.

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.

Elisabeth Kandrysawtz
President, The Motorlease Corporation
left-quote Created with Sketch.

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.

Louise Pockoski
Treasurer, Miyoshi America
2023 IPA - Award Logos - Top 200 Firms
IPA - Award Logos - Best of the Best Firms

Connect With A Whittlesey Tax Advisor

We understand the complexities of tax planning and compliance. Contact us today to learn how our tax services can provide the strategies you need for financial success. 

Get In Touch

©2024 Whittlesey. All rights reserved. Privacy Policy