My Retiree and Senior client base continues to grow, and with that comes special tax planning needs.

There is so much information out there on taxes and from so many different sources. This memo attempts to bring much of that into one easy-to-access place. 

Please share this with your senior and retiree colleagues and those who will be in the near future.

As always, reach out to me immediately with any income tax related questions. 

Retirement Income Special Rules

 
Helpful Publications Withholdings

 

 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?

Is your CPA or Attorney ignoring you?

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
79 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com

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  #irs #cpa #taxes #seniors #retirement #retiredlife

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