About Whittlesey, P.C.
<p>From its Hartford headquarters, Whittlesey, P.C. works with organizations across the New England region on audit and accounting needs, including retirement plan engagements. Founded in 1961, the firm has grown to about 160 employees and operates from 280 Trumbull Street, 24th Floor, Hartford, CT.</p> <p>Whittlesey is a Connecticut-based CPA and consulting firm that provides assurance, tax, and technology services for closely held businesses, nonprofits, and emerging enterprises. For plan sponsors and finance teams, its audit work can support year-end financial reporting and compliance requirements.</p> <p>Beyond assurance, the firm handles proactive tax planning, managed IT services, and cybersecurity. This mix is useful for organizations that want audit and tax work coordinated with day-to-day technology support from the same provider.</p> <p>Phone: 860.522.3111.</p> <ul> <li>Retirement plan audit support from a Connecticut-based CPA firm</li> <li>Assurance and financial statement audits</li> <li>Tax planning and compliance services</li> <li>Managed IT services</li> <li>Cybersecurity services</li> </ul>
Website: https://www.wadvising.com/
Founded: 1961
Employees: 160
Office Locations
- Hartford, CT (Headquarters)
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 64
- Total AUM Audited: $3.6B
- 401(k): 64 plans, $3.6B AUM