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.

NYC Pied-à-Terre Tax – Exemption Applications For Non-Primary Residence Property Surcharge

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog Own A [...]

Tax Memo – General Tax Questions Answered

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog These are [...]

Podcast – Do You Watch Your Accountant Prepare Your Taxes? That May Lead To Errors

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 [...]

Memo – Do You Watch Your Accountant Prepare Your Taxes? That May Lead To Errors

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog To listen [...]

Memo – 1031 Replacement Option, July 2026

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog Looking for [...]

Memo – IRS Simplifies Penalty Relief, Introduces Automatic Process For Eligible Taxpayers

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog IR-2026-83, July [...]

Recommended Follow – Melody Wright – National Real Estate & Mortgage Analysis

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog Melody Wright [...]

Tax Memo – How To Download IRS Transcripts

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog IRS Transcript [...]

You May Be Owed A Refund If You Paid IRS Interest Or Penalties From Jan 20, 2020, through July 10, 2023

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog If you [...]

Podcast – A.I. / Robotics Companies Will Be Limited Due To HCF

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. Click [...]

IRS Direct Deposit Letter – CP53E – How To Handle It

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog Did you [...]

NetFlix NJ Construction Update 2026-0409

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog https://youtube.com/shorts/eyqGOlwoUPo [...]

A.I. Memo – The Future Of Consumer A.I.

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog Since I [...]

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 [...]

NetFlix NJ Tax Relocation / Migration – Executive Letter

Mortgage Memo – Mortgage | ReFi | HELOC Options February 2026

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog This is [...]

Memo – Use CHAT-CPA (Me), Not CHAT-GPT (A.I. Slop)

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog There is [...]

Netflix Employees – Transferring To NJ? My NJ CPA Firm Is Ready To Assist

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog xxxxx xxxxx [...]

Podcast – Buy A Veteran Lunch!

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. Click [...]

Memo – U.S. Gov’t (Free) $1,000 Newborn Savings Account

Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog Trump Accounts [...]

Memo – Tax Preparation Checklist

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

NJ CPA Firm’s Forensic Team Prepared To Audit The Government Programs’ Fraud

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

Memo – Business Owners! Remember To Take A Picture Of Your Odometers On New Year’s Day

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

Memo – NJ Employer? Important NJ Rules Changes For Terminations

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

Memo – S Corp Owner? How To Account For Your Health Insurance Payments

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

Memo – What Is An IRS Identity Protection PIN And How Do I Get One?

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

Memo – The Amount Of Wealth Corporations Extract And Hoard From Us Is Inequitable

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

Memo – Gift Taxes | Frequently Asked Questions

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

Podcast – NYC Employee and NYC Resident? Demand Your 2026 Mayor Zohran Mamdani Raise Immediately!

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. Click [...]

Realtors! NYC Homeowners Want To Flee Mayor Mamdani (Communism) | Help Them!

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