Important 1099 Information

We are approaching the annual tax compliance season and providing this information to you as a reminder to issue Form 1099's for last year.

UFR Changes in Massachusetts

Non-profit organizations that contract with the State need to be aware of changes to the implementation of Chapter 257 due to the effect on the number of programs reported on an entity’s Uniform Financial Report (UFR).

The Commonwealth of Massachusetts enacted Chapter 257 of the Acts of 2008 to provide authority over the rate setting process with the Executive Office of Health and Human Services (EOHHS) for human and social service agencies other than special education programs that contract with the Commonwealth and do not have established payment rates.

Year-End Tax Planning Guide

2015 Edition. Effective tax planning can help reduce your tax bill, leaving you with
more money to meet other financial obligations and pursue your goals.

American Taxpayer Relief Act

Personal tax planning after the new tax law - American Taxpayer Relief Act.

Estate Planning Guide

Creating a bright and secure future for your family. Updated 2015 edition.

Healthcare Reform and Your Business

What does healthcare reform mean for your business?

Client Portal

Whittlesey & Hadley utilizes ShareFile as a tool for sharing information with clients and business partners. This secure portal provides an easy way to exchange confidential information or other large files without using email.

Schedule K-1 Forms

Schedule K-1 Forms

Records Retention

Guidelines for Record Retention

One of the most frequently asked questions certified public accountants get from their clients is how long is it necessary to retain taxpayer records. The answer, of course, varies, dependent on the nature of the record.

Related Links

Related Links of interest to our clients: