Whittlesey is pleased to announce that we have been named a 2024 Best of the Best Firm by INSIDE Public Accounting for the third consecutive year. This year, Whittlesey proudly remains the only New England firm to earn this prestigious recognition. This achievement is a testament to the dedication, expertise, and hard work of our incredible team. We are grateful to our talented professionals who consistently go above and beyond to deliver exceptional service and innovative solutions to our clients. Thank you to each and every team member for making this possible!
Whittlesey
Accounting
Hartford, Connecticut 2,279 followers
We deliver tax, audit, advisory & technology services that set clients up for the future. We call it #ForwardAdvising.
About us
Founded in Hartford in 1961, Whittlesey continuously ranks as a prominent regional, independent accounting firm. We are ranked 145th in the annual IPA Top 200 Accounting Firms and 7th among top New England regional firms. We provide assurance, advisory, tax, and technology services to a broad range of businesses and individuals. Our diverse team of professionals have decades of experience in various accounting disciplines. As members of Allinial Global, an association of legally independent accounting and consulting firms, we share in the strength of a world-wide network while maintaining our commitment to personalized service in the communities where we live and work. We pride ourselves on the value we offer to our clients including fair pricing for a high quality product, superior service and game-changing insights. As trusted business advisors, we do more than accounting; we provide responsive and cost-efficient recommendations for both small and complex business needs. We are committed to keeping our local-firm values even while we strategically grow. Our partners actively participate in our engagements. We encourage a culture of unified teamwork between our partners and staff. We cultivate and challenge our talented professionals by investing in their training, developing their unique skills, and providing real time coaching. Our clients include banks, credit unions, closely held businesses, nonprofits, real estate, financial services, manufacturing and distribution, individuals, and more. For more information on Whittlesey visit our website at WAdvising.com
- Website
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http://www.wadvising.com
External link for Whittlesey
- Industry
- Accounting
- Company size
- 51-200 employees
- Headquarters
- Hartford, Connecticut
- Type
- Privately Held
- Founded
- 1961
- Specialties
- Nonprofits, Financial Institutions, Medical Practice Consulting, Tax, Audit, Real Estate & Construction, Closely Held Businesses, Manufacturing, High Net Worth Individuals, Business Valuations, Real Estate, Affordable Housing, Technology, Cybersecurity, Advisory, and IT Services
Locations
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Primary
280 Trumbull Street
24th Floor
Hartford, Connecticut 06103-3509, US
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2319 Whitney Ave
Suite 2A
Hamden, Connecticut 06518, US
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14 Bobala Rd
3rd Floor
Holyoke, Massachusetts 01040, US
Employees at Whittlesey
Updates
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Congratulations to Thomas Wood, CPA on this outstanding achievement! 👏
Meet Thomas Wood one of our 2024 40 Under Forty Honorees! https://ow.ly/A4hS50T23fF
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Whittlesey is proud to announce that Assurance Manager Thomas Wood, CPA has been named one of the Hartford Business Journal’s 2024 40 Under Forty honorees! HBJ's 40 Under Forty annually recognizes 40 outstanding young professionals in the Greater Hartford area who excel in their industries through leadership roles. Tom’s achievements and commitment to his clients, community, and family exemplify Whittlesey's values. We congratulate him on this well-deserved recognition! The winners will be honored at Pratt & Whitney Stadium at Rentschler Field in East Hartford on September 19, 2024.
Whittlesey Manager Tom Wood Named One of Hartford Business Journal’s 40 Under Forty
wadvising.com
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For some employees who work remotely, the financial reality can be taxing. Here’s what to expect if you have a job but you don’t go to a physical office.
Working Remotely Is Convenient, But It May Have Tax Consequences
wadvising.com
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Business owners: If you’re thinking about adding an employee assistance program (EAP) to your benefits package, or you already have one, be sure you and your team are up to speed on compliance.
Does Your Company Have An EAP? If So, Be Mindful Of Compliance
wadvising.com
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Valuing a business is a complex process that requires careful analysis and understanding of both the business itself and the industry it operates in. Our advisors provide accurate and reliable assessments, ensuring personalized service to meet your unique business needs. Learn more about our valuation process: https://lnkd.in/gZEHzVZC
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Gregg Lionetti, CPA, CVA explains why understanding the true value of your business through a professional valuation is crucial for closely held business owners, from succession planning to tax compliance.
How to Accurately Determine Your Business' Value » CBIA
https://www.cbia.com
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Exciting news! We're thrilled to announce promotions within our Firm. Let's congratulate these individuals on their well-deserved career achievements! Their exceptional performance and dedication have been instrumental in driving us forward. Assurance Department Senior Manager: Stacey A. Curran, CPA, Thomas Wood, CPA Manager of Data Analytics: Patrick Green Supervisor: Evan Laske Senior Associate: Brendan D'Arcy Tax Department Manager: Dan Belair Supervisor: Michael Jones Technology Department Senior Network Engineer: Brian L. Senior Systems Engineer: Ryley Weiss Human Resources Department Manager: Brittany Whiteley, SHRM-CP Marketing Department Senior Digital Marketing and Content Specialist: Emma Van Dyke
Whittlesey Announces Team Promotions
wadvising.com
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You’d be forgiven for ignoring tax breaks contained in the Inflation Reduction Act. After all, they won’t help tax-exempt organizations. Or will they? We suggest you look at two provisions benefitting nonprofits.
Nonprofits: Take Another Look At Inflation Reduction Act Tax Breaks
wadvising.com
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Whittlesey reposted this
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.
Outsourcing HR Tasks Can Help Understaffed, Overworked Nonprofits
wadvising.com