Chris Whalen, CPA

About Chris Whalen, CPA

I’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.

Tax Memo – Beware Of Art Donation Scam Artists

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Tax Memo – SNOWED IN? ORGANIZE YOUR TAX INFO!

This Snow Day is a great time to start gathering your income tax data. I prepared the checklist below to help you get started. As always, if you have [...]

Tax Memo – IRS Now Offers Downloadable Business Transcripts – S Corps, Partnerships, 941

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. WASHINGTON — As [...]

Tax Memo – Gig Workers | IRS Announces Delay In Form 1099-K Reporting Threshold For Zelle, Cash App, Venmo, and PayPal In 2023

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Tax Memo – New 2024 IRS Tax Brackets & Rates
Gallery
Tax Memo – New 2024 IRS Tax Brackets & Rates

Tax Planning, Tax Returns

Tax Memo – New 2024 IRS Tax Brackets & Rates

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Memo – Why EVs Are Not Selling (And Shouldn’t) | A CPA’s perspective

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Electric [...]

Memo – IRS Launches Paperless Processing Initiative

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Taxpayers will [...]

Podcast – Alison Morrow Interviews Chris Whalen, CPA | Chicago Sues Cars For Thefts

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Podcast – Small To Medium Sized Businesses Are Flourishing, Leave The Fortune 500 Insanity Behind

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Memo – Small To Medium Sized Businesses Are Flourishing, Leave The Fortune 500 Insanity Behind

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Memo – 529 (Qualified Tuition Programs) Plan Basics

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. A qualified [...]

Memo – If You Paid Your ERTC Preparer A % Of Your Tax Credits, You May Have Been Ripped Off

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Podcast – Alison Morrow Interviews Chris Whalen, CPA | Employees Resist Back-To-Office WorK

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Memo – Companies Are Starting To Demand Workers Return To The Office, What Will You Do?

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Podcast – Companies Are Starting To Demand Workers Return To The Office, What Will You Do?

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Podcast – Long Term Care (LTC) Insurance Update

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Memo – Long Term Care (LTC) Insurance Update

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Podcast | Employers | Verify Job Applicants Are NOT Using AI To Create Their Resumés Or Cover Letters

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Memo | Employers | Verify Job Applicants Are NOT Using AI To Create Their Resumés Or Cover Letters

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Podcast – Alison Morrow Interviews Chris Whalen, CPA | Moving To A New State? | Things To Consider

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Interview – Alison Morrow Interviews Chris Whalen, CPA | Low Birth Rates Could Doom Retirement

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Podcast – Woke Landmines Have Trouble Finding Jobs And Spouses! Shocker!

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Memo – Woke Landmines Have Trouble Finding Jobs And Spouses! Shocker!

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Tax Memo – Year End Individual Tax Information Gathering Worksheet

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Replay Of Live Seminar – 2023 Tax Update For Real Estate Agents & Business Owners | Gloria Monks Host

First, thanks to Gloria Monks, Realtor, for hosting this seminar! You can find her information here. Gloria Monks Realtor. She is one of my most trusted realtors in my [...]

Tax Memo – Payments Of Individual Taxes Are Always Due 4/15th. They Cannot Be Extended!

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Many [...]

Memo – Solar Credits For Rental Properties? Many Aren’t Aware!

Many of you are aware of the Residential Energy Credit which applies to any residential property used as your home. This is where the Solar Energy Credits are taken. This [...]

Tax Memo – Do You Have A “Side Gig Or Hustle?”, This Memo Is For You

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Are you [...]

Memo – IRS Announces Delay For Implementation Of $600 Reporting Threshold For Third-Party Payment Platforms’ Forms 1099-K (VENMO, CASHAPP, ZELLE, PAYPAL)

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. WASHINGTON [...]

Interview – Alison Morrow Interviews Chris Whalen, CPA | Unvaxxed Traffic Crash Study Hints At Insurance Hikes

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