Memo – Professional Relationship Inventory

All of us should have a REAL PERSON to contact in the significant areas of our lives shown below. If you have NO contact, or only a customer service number, contact me so I can help fill in the blanks. A customer service number is NOT enough when your family or business is in serious need.

Do you have a personal relationship with someone in each of these categories? Someone you can reach out to immediately when a need arises in their area of expertise?

Please print this memo out, (use the print button at the bottom of this post under my logo), and use it as a worksheet. Remember, any blank answers need to be filled in. Call me to help you do that.

The first one is easy. Remember, if your tax preparer is NOT a CPA, please leave that line blank.

Professional Category Name
Real Estate Agent  
Attorney – Real Estate  
Attorney – Estate  
Attorney – General  
Payroll Representative  
Insurance Broker  
Mortgage Broker  
Internet Marketing Expert  
Investment Advisor  
Dental Plan Expert  
Health Insurance Expert  
Yoga / Holistic Practitioner


I get calls everyday from people looking for referrals to other professionals.

There is no substitute for a personal relationship with someone who knows you, your family and your business, and genuinely cares about you.

How many blanks do you need me to help you fill in?

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.


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

Chris Whalen, CPA
(732) 673-0510
79 Oak Hill Road
Red Bank, NJ 07701


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 • Monmouth Beach • Shrewsbury • Spring Lake • Tinton Falls • Monmouth County

#cpa #irs #professionalinventory

Print Friendly, PDF & Email

About the Author:

I’m Chris Whalen, CPA. For over twenty-five 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.