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WASHINGTON — To help taxpayers with filing, I wanted to debunk some common myths to help taxpayers understand what to do with Form 1099-K.

If a taxpayer sold goods or services in 2023 and received payments through certain payment apps or online marketplaces or accepted payment cards, they could have received a third party reporting document Form 1099-K, Payment Card and Third Party Network Transactions.

Following feedback from taxpayers, tax professionals and payment processors, and to reduce taxpayer confusion, the IRS announced Notice 2023-74, which delayed the new federal law $600 reporting threshold for tax year 2023 on Form 1099-K, Payment Card and Third Party Network Transactions. The previous reporting thresholds remained in place for 2023, which are more than $20,000 in payments and over 200 transactions. Taxpayers could have still received forms below the threshold.

It’s important to know that regardless of if a taxpayer received a Form 1099-K or not, they must report their income. This includes payments they receive in cash, property, goods, digital assets or foreign sources or assets.

The Form 1099-K should not report personal payments like gifts and reimbursements.

What to do when filing taxes

It’s important to understand why an individual received a Form 1099-K. Taxpayers can then use it with their other tax records when it’s time to file their return. The form provides the gross amount of payment card/third party network transactions and may include a combination of different kinds of total payments received.

It’s important to note, just because a payment is reported on a Form 1099-K does not mean it’s taxable.

Taxpayers should review the form or forms, determine if the amount is correct, and determine any deductible expenses associated with the payment they may be able to claim when they file their taxes.

Selling personal items at a loss

If an individual sold items at a loss, which means they paid more for the items than for what they sold them, there is not a tax liability. They’ll be able to zero out the payment on their tax return by reporting both the payment and an offsetting adjustment on a Schedule 1 (Form 1040)PDF. This will ensure if they received these forms, they don’t have to pay taxes they don’t owe.

Selling personal items at a gain

If an individual sold items at a gain, which means they paid less than for what they sold it, they will have to report that gain as income, and it’s taxable.

See IRS.gov What to do with Form 1099-K for specific instruction on how to report personal item sales.

What to do with a Form 1099-K received in error

People may get a Form 1099-K when they shouldn’t have if it:

• Reports personal payments from family or friends like gifts or reimbursements.
• Doesn’t belong to them.
• Duplicates a Form 1099-K or other information reporting form they already received.

If this happens:

• Contact the issuer immediately – see “Filer” on the top left corner of Form 1099-K to find out the name and contact information of the issuer.
• Ask for a corrected Form 1099-K that shows a zero amount.
• Keep a copy of the original form and all correspondence with the issuer for your records.
• Don’t wait to file taxes. File even if a corrected Form 1099-K is unavailable.

What to do with an incorrect Form 1099-K

If the payee Taxpayer Identification Number (TIN) or gross payment amount is incorrect taxpayers should request a corrected form from the issuer.

• See “Filer” on the top left corner of Form 1099-K to find the name and contact information of the issuer. If a taxpayer doesn’t recognize the issuer, they should contact the Payment Settlement Entity (PSE) identified on the bottom left corner of the form above their account number.
• Keep a copy of the corrected Form 1099-K with other tax records, along with any correspondence from the issuer or PSE.
• Don’t contact the IRS. The IRS can’t correct a Form 1099-K from an issuer.

Don’t wait to file taxes. To file a tax return, take these steps:

• If the Payee Taxpayer Identification Number (TIN) is incorrect report payments from the Form 1099-K and any sources of income on the appropriate tax return you normally file.
• If the gross payment amount is incorrect report the amount from your incorrect Form 1099-K on Schedule 1 (Form 1040), Additional Income and Adjustments to IncomePDF.

The IRS announced in Nov. 2023, that the reporting threshold for Form 1099-K, Payment Card and Third Party Network Transactions, would not change for 2023. The reporting threshold requirements remain over $20,000 in payments and over 200 transactions.

I continue to see misinformation circulating about why taxpayers may or may not have received a Form 1099-K. Here are some common scenarios involving these forms. More information is also available at IRS.gov for what to do with Form 1099-K and frequently asked questions.

1099-K facts vs myths

Myth: People will get a Form 1099-K from friends and family sending them personal payments.

Fact: Payments from friends and family should generally not be reported on a Form 1099-K. Form 1099-K reports payments for goods or services and should not report personal payments like rent, dinner, travel and other gifts or reimbursements gifts, no matter the amount. Generally, in payment apps, the default is personal payments unless the sender designates that they’re purchasing goods or services, or it is designated a business account.

Myth: If taxpayers didn’t receive a Form 1099-K, they don’t have to report income.

Fact: According to federal law, all income is taxable unless it is specifically excluded by tax law. Taxpayers should report any profits from selling goods or services, regardless of if they receive a Form 1099-K.

Myth: Individuals won’t get a Form 1099-K if they sold goods or services under the $20,000 and 200 transactions payment threshold set for 2023 and previous tax years.

Fact: The 2023 federal reporting threshold of over $20,000 and 200 transactions is a reporting requirement, but companies may still send a Form 1099-K for goods or services payments that are less than that amount. Payment apps and marketplaces that have held backup withholding for a payee during calendar year 2023 must file a Form 945 and a Form 1099-K. Also, their state may have a lower reporting threshold, which could result in receiving a Form 1099-K, even if the total gross payments they received in the year did not exceed the federal reporting threshold.

Myth: Taxpayers owe taxes on the gross amount reported on the Form 1099-K.

Fact: The form provides the gross, or total amount of payments individuals got per app or marketplace. Just because a payment is reported on a Form 1099-K does not mean it is taxable. Taxpayers will need to use the form and other records to determine their actual tax liability when they file their tax return.

More information is available to help determine an individual’s tax obligations at IRS.gov What to do with Form 1099-K.

Myth: People can only get a 1099-K if they’re running a business.

Fact: People may receive a Form 1099-K from payment apps or online marketplaces they used to sell goods or services, or accepted payments from a bank card. See Form 1099-K FAQs on Fact Sheet 2024-03PDF for more information.

Myth: People don’t need to do anything with their Form 1099-K.

Fact: Individuals should use the information on the Form 1099-K with their other tax records to determine their correct tax owed. See Understanding your Form 1099-K and visit the Form 1099-K frequently asked questions for more information.

Someone who receives a Form 1099-K when they shouldn’t have should take these steps.

Myth: There’s nothing available to help individuals understand their Form 1099-K.

Fact: My team is always here to help answer any questions you may have.

Questions? Concerns? Call me on (732) 673-0510.

Click here to request a consultation or ask me a question.

Please reach out to me without hesitation with any tax, business or

accounting question, and to schedule a consultation.

Tax Laws are complex.

It is very easy to make mistakes that can incur penalties.

Do you have a Tax, Accounting or Business Question?

Call Me Immediately. (732) 673-0510.

Is your CPA or Attorney

ignoring your Phone Calls and Emails?

Call Me Immediately. (732) 673-0510.

Remember,

“If We Aren’t Working For You, Then You Aren’t Working At Your Best”

Chris Whalen, CPA
(732) 673-0510
81 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com

Red Bank • Rumson • Colts Neck • Holmdel • Middletown • Lincroft • Brick • Toms River • Sea Bright • Deal • Little Silver • Long Branch • Asbury Park • Bradley Beach • Belmar • Brielle • Eatontown • Fair Haven • Farmingdale • Highlands • Atlantic Highlands • Howell • Locust • Monmouth Beach • Shrewsbury • Spring Lake • Tinton Falls • Monmouth County

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WASHINGTON ― The Internal Revenue Service announced today that almost 940,000 people across the nation have unclaimed refunds for tax year 2020 but face a May 17 deadline to submit their tax returns.

The IRS estimates more than $1 billion in refunds remain unclaimed because people haven’t filed their 2020 tax returns yet. The average median refund is $932 for 2020, and the state-by-state table below shows how many people are potentially eligible for these refunds in each state along with the median average refund by state.

“There’s money remaining on the table for hundreds of thousands of people who haven’t filed 2020 tax returns,” said IRS Commissioner Danny Werfel. “We want taxpayers to claim these refunds, but time is running out for people who may have overlooked or forgotten about these refunds. There’s a May 17 deadline to file these returns so taxpayers should start soon to make sure they don’t miss out.”

Under the law, taxpayers usually have three years to file and claim their tax refunds. If they don’t file within three years, the money becomes the property of the U.S. Treasury.

But for 2020 tax returns, people have a little more time than usual to file to claim their refunds. Typically, the normal filing deadline to claim old refunds falls around the April tax deadline, which is April 15 this year for 2023 tax returns. But the three-year window for 2020 unfiled returns was postponed to May 17, 2024, due to the COVID-19 pandemic emergency. The IRS issued Notice 2023-21 on Feb. 27, 2023, providing legal guidance on claims required by the postponed deadline.

The IRS estimates the midpoint for the individual refund amounts for 2020 to be $932 — that is, half of the refunds are more than $932 and half are less. This estimate does not include the Recovery Rebate Credit or other credits that may be applicable; the IRS has previously reminded those who may be entitled to the COVID-era Recovery Rebate Credit in 2020 that time is running out to file a tax return and claim their money.

“People faced extremely unusual situations during the pandemic, which may have led some people to forget about a potential refund on their 2020 tax returns,” Werfel said. “People may have just overlooked these, including students, part-time workers and others. Some people may not realize they may be owed a refund. We encourage people to review their files and start gathering records now, so they don’t run the risk of missing the May deadline.”

By missing out on filing a tax return, people stand to lose more than just their refund of taxes withheld or paid during 2020. Many low- and moderate-income workers may be eligible for the Earned Income Tax Credit (EITC). For 2020, the EITC was worth as much as $6,660 for taxpayers with qualifying children. The EITC helps individuals and families whose incomes are below certain thresholds. The thresholds for 2020 were:

• $50,594 ($56,844 if married filing jointly) for those with three or more qualifying children;
• $47,440 ($53,330 if married filing jointly) for people with two qualifying children;
• $41,756 ($47,646 if married filing jointly) for those with one qualifying child, and;
• $15,820 ($21,710 if married filing jointly) for people without qualifying children.

The IRS reminds taxpayers seeking a 2020 tax refund that their funds may be held if they have not filed tax returns for 2021 and 2022. In addition, any refund amount for 2020 will be applied to amounts still owed to the IRS or a state tax agency and may be used to offset unpaid child support or other past due federal debts, such as student loans.

Current and prior year tax forms (such as the tax year 2020 Forms 1040 and 1040-SR) and instructions are available on the IRS.gov Forms & Instructions page or by calling toll-free 800-TAX-FORM (800-829-3676).

High-income non-filers: IRS compliance letters coming

The IRS also announced Feb. 29 a new effort focused on high-income taxpayers who have failed to file federal income tax returns in more than 125,000 instances since 2017 with taxes being owed in many of those cases.

The new initiative, made possible by Inflation Reduction Act funding, began with IRS compliance letters going out in February on more than 125,000 cases where tax returns haven’t been filed since 2017. The mailings include more than 25,000 to those with more than $1 million in income, and over 100,000 to people with incomes between $400,000 and $1 million between tax years 2017 and 2021.

Need to file a 2020 tax return? Several options to get key documents

Although it’s been a few years since 2020, the IRS reminds taxpayers there are ways they can still gather the information they need to file this tax return. But people should start early to make sure they have enough time to file before the May deadline for 2020 refunds. Here are some options:

• Request copies of key documents: Taxpayers who are missing Forms W-2, 1098, 1099 or 5498 for the years, 2020, 2021 or 2022 can request copies from their employer, bank or other payers.

• Use Get Transcript Online at IRS.gov. Taxpayers who are unable to get those missing forms from their employer or other payers can order a free wage and income transcript at IRS.gov using the Get Transcript Online tool. For many taxpayers, this is by far the quickest and easiest option.

• Request a transcript. Another option is for people to file Form 4506-T with the IRS to request a “wage and income transcript.” A wage and income transcript shows data from information returns received by the IRS, such as Forms W-2, 1099, 1098, Form 5498 and IRA contribution information. Taxpayers can use the information from the transcript to file their tax return. But plan ahead – these written requests can take several weeks; people are strongly urged to try the other options first.

State-by-state estimates of individuals who may be due 2020 income tax refunds

Based on tax information currently available, the IRS estimated how many people in each state may be entitled to a tax refund. The actual refund amount will vary based on a household’s tax situation.

State ordistrict	Estimatednumber of individuals	Medianpotential refund	Totalpotential refunds *
Alabama	15,200	$926	$16,839,800
Alaska	3,700	$931	$4,335,300
Arizona	25,400	$871	$26,939,600
Arkansas	8,700	$923	$9,392,600
California	88,200	$835	$94,226,300
Colorado	18,500	$894	$20,109,900
Connecticut	9,800	$978	$11,343,600
Delaware	3,600	$945	$4,156,500
District of Columbia	2,900	$968	$3,503,800
Florida	53,200	$891	$58,210,500
Georgia	36,400	$900	$39,175,600
Hawaii	5,200	$979	$5,972,600
Idaho	4,500	$761	$4,369,600
Illinois	36,200	$956	$40,608,000
Indiana	19,200	$922	$20,893,000
Iowa	9,600	$953	$10,601,700
Kansas	8,700	$900	$9,285,600
Kentucky	10,600	$920	$11,236,300
Louisiana	15,100	$957	$17,357,300
Maine	3,800	$923	$4,030,200
Maryland	22,200	$991	$26,365,400
Massachusetts	21,800	$975	$25,071,800
Michigan	34,900	$976	$38,274,800
Minnesota	13,500	$818	$14,043,900
Mississippi	8,100	$861	$8,685,000
Missouri	19,500	$893	$20,803,400
Montana	3,400	$851	$3,632,100
Nebraska	4,700	$901	$5,007,300
Nevada	10,200	$890	$11,143,900
New Hampshire	4,200	$982	$4,923,100
New Jersey	24,400	$920	$27,408,300
New Mexico	6,500	$868	$7,032,700
New York	51,400	$1,029	$60,837,400
North Carolina	27,500	$895	$29,304,100
North Dakota	2,200	$953	$2,482,600
Ohio	31,400	$909	$32,939,900
Oklahoma	14,300	$902	$15,566,900
Oregon	15,300	$847	$15,857,800
Pennsylvania	38,600	$1,031	$43,412,900
Rhode Island	2,600	$986	$2,980,500
South Carolina	11,900	$840	$12,564,900
South Dakota	2,200	$892	$2,346,300
Tennessee	16,800	$909	$18,007,000
Texas	93,400	$960	$107,130,200
Utah	7,800	$836	$8,191,700
Vermont	1,700	$911	$1,818,600
Virginia	25,900	$914	$28,944,600
Washington	26,200	$976	$31,110,300
West Virginia	3,800	$950	$4,130,400
Wisconsin	11,800	$837	$12,139,400
Wyoming	2,100	$961	$2,416,300
Totals	938,800	$932	$1,037,161,300

* Excluding credits.

Questions? Concerns? Call me on (732) 673-0510.

Click here to request a consultation or ask me a question.

Please reach out to me without hesitation with any tax, business or

accounting question, and to schedule a consultation.

Tax Laws are complex.

It is very easy to make mistakes that can incur penalties.

Do you have a Tax, Accounting or Business Question?

Call Me Immediately. (732) 673-0510.

Is your CPA or Attorney

ignoring your Phone Calls and Emails?

Call Me Immediately. (732) 673-0510.

Remember,

“If We Aren’t Working For You, Then You Aren’t Working At Your Best”

Chris Whalen, CPA
(732) 673-0510
81 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com

Red Bank • Rumson • Colts Neck • Holmdel • Middletown • Lincroft • Brick • Toms River • Sea Bright • Deal • Little Silver • Long Branch • Asbury Park • Bradley Beach • Belmar • Brielle • Eatontown • Fair Haven • Farmingdale • Highlands • Atlantic Highlands • Howell • Locust • Monmouth Beach • Shrewsbury • Spring Lake • Tinton Falls • Monmouth County

#taxes #irsaudit #irs #taxhelp  #irsproblems #irshelp #tax #accountant #finance #taxdebt #incometax #taxpreparation #taxrefund #smallbusiness #irstaxtip #taxprofessional #audit #businesstaxes #taxlien #taxlevy #taxeseason #irsrepresentation #taxprep  #llc #smallbuisness #entrepreneur #SmallBusinessSaturday #SmallBusinesses #cpa #irs #taxes #1040 #IRS #CPA #BusinessIdeas #incometaxes #incometax #jerseyshore #taxplanning #Accounting #TaxReturns #selfemployed #financialfreedom

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe

Click here to request a consultation or ask me a question.

Please reach out to me without hesitation with any tax, business or

accounting question, and to schedule a consultation.

Tax Laws are complex.

It is very easy to make mistakes that can incur penalties.

Do you have a Tax, Accounting or Business Question?

Call Me Immediately. (732) 673-0510.

Is your CPA or Attorney

ignoring your Phone Calls and Emails?

Call Me Immediately. (732) 673-0510.

Remember,

“If We Aren’t Working For You, Then You Aren’t Working At Your Best”

Chris Whalen, CPA
(732) 673-0510
81 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com

Red Bank • Rumson • Colts Neck • Holmdel • Middletown • Lincroft • Brick • Toms River • Sea Bright • Deal • Little Silver • Long Branch • Asbury Park • Bradley Beach • Belmar • Brielle • Eatontown • Fair Haven • Farmingdale • Highlands • Atlantic Highlands • Howell • Locust • Monmouth Beach • Shrewsbury • Spring Lake • Tinton Falls • Monmouth County

@AlisonMorrowTV #taxinflation #taxincrease #BusinessNews #businessinsurance #businesstips #BusinessGoals #businessplanning #BusinessIdeas #incometaxes #incometax  #SmallBusinessSaturday #jerseyshore #cpa #taxplanning #Accounting #irs

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The IRS is using part of their new funding to target 125,000 higher earning taxpayers who have not filed past years’ returns and / or also have not paid past due taxes.

This process will start with a letter mailing campaign.

Are you high earning?

Are you behind on your tax filings?

Do you have large prior year balances due to the IRS?  

Then you should be calling me immediately to prepare your returns and to get into compliance.

Don’t face the IRS alone.

Questions? Concerns? Call me on (732) 673-0510.

Click here to request a consultation or ask me a question.

Please reach out to me without hesitation with any tax, business or

accounting question, and to schedule a consultation.

Tax Laws are complex.

It is very easy to make mistakes that can incur penalties.

Do you have a Tax, Accounting or Business Question?

Call Me Immediately. (732) 673-0510.

Is your CPA or Attorney

ignoring your Phone Calls and Emails?

Call Me Immediately. (732) 673-0510.

Remember,

“If We Aren’t Working For You, Then You Aren’t Working At Your Best”

Chris Whalen, CPA
(732) 673-0510
81 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com

Red Bank • Rumson • Colts Neck • Holmdel • Middletown • Lincroft • Brick • Toms River • Sea Bright • Deal • Little Silver • Long Branch • Asbury Park • Bradley Beach • Belmar • Brielle • Eatontown • Fair Haven • Farmingdale • Highlands • Atlantic Highlands • Howell • Locust • Monmouth Beach • Shrewsbury • Spring Lake • Tinton Falls • Monmouth County

#taxes #irsaudit #irs #taxhelp #rgv #irsproblems #irshelp #tax #accountant #finance #taxdebt #incometax #taxpreparation #taxrefund #financialfreedom #smallbusiness #irstaxtip #taxprofessional #audit #businesstaxes #taxlien #taxlevy #taxeseason #irsrepresentation #taxessuck #taxprep #rgvlife #rgvsmallbusiness #llc #smallbuisness #entrepreneur #SmallBusinessSaturday #SmallBusinesses #cpa #irs #taxes #1040 #IRS #CPA #BusinessIdeas #incometaxes #incometax #jerseyshore #taxplanning #Accounting #TaxReturns #selfemployed

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Main Settlement Website: https://www.realestatecommissionlitigation.com/

What are the Settlements about?

Click here to request a consultation or ask me a question.

Please reach out to me without hesitation with any tax, business or

accounting question, and to schedule a consultation.

Tax Laws are complex.

It is very easy to make mistakes that can incur penalties.

Do you have a Tax, Accounting or Business Question?

Call Me Immediately. (732) 673-0510.

Is your CPA or Attorney

ignoring your Phone Calls and Emails?

Call Me Immediately. (732) 673-0510.

Remember,

“If We Aren’t Working For You, Then You Aren’t Working At Your Best”

Chris Whalen, CPA
(732) 673-0510
81 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com

Red Bank • Rumson • Colts Neck • Holmdel • Middletown • Lincroft • Brick • Toms River • Sea Bright • Deal • Little Silver • Long Branch • Asbury Park • Bradley Beach • Belmar • Brielle • Eatontown • Fair Haven • Farmingdale • Highlands • Atlantic Highlands • Howell • Locust • Monmouth Beach • Shrewsbury • Spring Lake • Tinton Falls • Monmouth County

#nar #narsettlement #realestatenews #realestateupdates #narlawsuit#entrepreneur #SmallBusinessSaturday #SmallBusinesses #cpa #irs #taxes #1040 #IRS #CPA #BusinessIdeas #incometaxes #incometax #jerseyshore #taxplanning #Accounting #TaxReturns #selfemployed

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Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510.

To listen to the podcast version of memo click here —> Podcast Version

Click here to request a consultation or ask me a question.

Please reach out to me without hesitation with any tax, business or

accounting question, and to schedule a consultation.

Tax Laws are complex.

It is very easy to make mistakes that can incur penalties.

Do you have a Tax, Accounting or Business Question?

Call Me Immediately. (732) 673-0510.

Is your CPA or Attorney

ignoring your Phone Calls and Emails?

Call Me Immediately. (732) 673-0510.

Remember,

“If We Aren’t Working For You, Then You Aren’t Working At Your Best”

Chris Whalen, CPA
(732) 673-0510
81 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com

Red Bank • Rumson • Colts Neck • Holmdel • Middletown • Lincroft • Brick • Toms River • Sea Bright • Deal • Little Silver • Long Branch • Asbury Park • Bradley Beach • Belmar • Brielle • Eatontown • Fair Haven • Farmingdale • Highlands • Atlantic Highlands • Howell • Locust • Monmouth Beach • Shrewsbury • Spring Lake • Tinton Falls • Monmouth County

#StateOfConfusion #StateOfTheUnion #StateOfTheUnion2024 #StateOfTheUnionAddress #SmallBusinessSaturday #SmallBusinesses #cpa #irs #taxes #1040 #IRS #CPA #BusinessIdeas #incometaxes #incometax #jerseyshore #taxplanning #Accounting #TaxReturns #selfemployed

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Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510.

Click here to request a consultation or ask me a question.

Please reach out to me without hesitation with any tax, business or

accounting question, and to schedule a consultation.

Tax Laws are complex.

It is very easy to make mistakes that can incur penalties.

Do you have a Tax, Accounting or Business Question?

Call Me Immediately. (732) 673-0510.

Is your CPA or Attorney

ignoring your Phone Calls and Emails?

Call Me Immediately. (732) 673-0510.

Remember,

“If We Aren’t Working For You, Then You Aren’t Working At Your Best”

Chris Whalen, CPA
(732) 673-0510
81 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com

Red Bank • Rumson • Colts Neck • Holmdel • Middletown • Lincroft • Brick • Toms River • Sea Bright • Deal • Little Silver • Long Branch • Asbury Park • Bradley Beach • Belmar • Brielle • Eatontown • Fair Haven • Farmingdale • Highlands • Atlantic Highlands • Howell • Locust • Monmouth Beach • Shrewsbury • Spring Lake • Tinton Falls • Monmouth County

#entrepreneur #SmallBusinessSaturday #SmallBusinesses #cpa #irs #taxes #1040 #IRS #CPA #BusinessIdeas #incometaxes #incometax #jerseyshore #taxplanning #Accounting #TaxReturns #selfemployed

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.

To listen to the podcast version of memo click here —> Podcast Version

Click here to request a consultation or ask me a question.

Please reach out to me without hesitation with any tax, business or

accounting question, and to schedule a consultation.

Tax Laws are complex.

It is very easy to make mistakes that can incur penalties.

Do you have a Tax, Accounting or Business Question?

Call Me Immediately. (732) 673-0510.

Is your CPA or Attorney

ignoring your Phone Calls and Emails?

Call Me Immediately. (732) 673-0510.

Remember,

“If We Aren’t Working For You, Then You Aren’t Working At Your Best”

Chris Whalen, CPA
(732) 673-0510
81 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com

Red Bank • Rumson • Colts Neck • Holmdel • Middletown • Lincroft • Brick • Toms River • Sea Bright • Deal • Little Silver • Long Branch • Asbury Park • Bradley Beach • Belmar • Brielle • Eatontown • Fair Haven • Farmingdale • Highlands • Atlantic Highlands • Howell • Locust • Monmouth Beach • Shrewsbury • Spring Lake • Tinton Falls • Monmouth County

#retirement #retirementplanning #financialfreedom #investment #financialplanning #insurance #money #investing #lifeinsurance #finance #family #seniorliving #realestate #wealth #savings #seniorcare #financialadvisor #personalfinance #financialliteracy #health #business #retirementgoals #invest #entrepreneur #assistedliving #financialindependence #k #love #seniors #retirementcommunity #SmallBusinessSaturday #SmallBusinesses #cpa #irs #taxes #1040 #IRS #CPA #BusinessIdeas #incometaxes #incometax #jerseyshore #taxplanning #Accounting #TaxReturns #selfemployed