CPA – Tax & Accounting Services

We offer a full range of professional tax and CPA services including: personal tax preparation, business tax preparation, accounting, virtual currency, forensic accounting and collaborative law & advisory services. This includes research, planning and compliance for individuals, businesses (profit & non profit) candidates running for public office, and estates and trusts. View Additional Services

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Red Bank • Rumson • Colts Neck • Holmdel • Middletown • Lincroft • Monmouth County

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Income Tax Preparation

Achieving your tax objectives in today’s ever-evolving global landscape requires experience and foresight. We believe all income tax situations are unique and and must be approached with an objective professional eye.

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Advisory Services

Our Advisory Division helps you manage strategic, financial, operational, technological, and regulatory risk to enhance enterprise value, while our experience in mergers and acquisitions, fraud, litigation, and reorganizations.

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Collaborative Law

Collaborative Family Law is a problem-solving process that gives divorcing parties and their lawyers a way to end a marriage and restructure families without the stress, delay, and expense of litigation. Learn more about the collaborative  law process.

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Forensic Accounting

Our team provides analytical and investigative services to major law firms, insurance companies, financial institutions, government entities, private equity firms, venture capital funds, corporate counsel and executive management.

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Accounting Services

Through our accounting and business advisory practice, and seminar series, we are striving to make businesses and families stronger. We strive to serve each client’s unique needs with the care, professionalism, and respect.

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FREE Evaluation

Contact us for an evaluation of your personal or business tax profile, or any of our related services.

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Chris Whalen, CPA

Chris Whalen CPAI’m Chris Whalen, CPA. For over thirty years I have been the owner and Managing Member of a Certified Public Accounting and Business Advisory firm providing a full range of income tax, accounting and advisory services for individuals and businesses. I am licensed in all states and serve clients throughout the country but extensively in Red Bank, Middletown, Rumson, Colts Neck, Holmdel, Monmouth County and Ocean County. Learn more…

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