Tax Memo – Year End Individual Tax Information Gathering Worksheet
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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.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!
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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
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Memo – IRS Announces Delay For Implementation Of $600 Reporting Threshold For Third-Party Payment Platforms’ Forms 1099-K (VENMO, CASHAPP, ZELLE, PAYPAL)
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Interview – Alison Morrow Interviews Chris Whalen, CPA | Unvaxxed Traffic Crash Study Hints At Insurance Hikes
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Podcast – Onlyfans Creators | Has The IRS Contacted You? | Call Me If You Need Advice
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Memo – Onlyfans Creators | Has The IRS Contacted You? | Call Me If You Need Advice
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Analysis – ESG | Social Justice | CRT Hiring Practices | A CPA’s Perspective
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Podcast – Investing In Costa Rican Real Estate – Interview With Josh Wittman
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Memo – Venmo & CashApp | Only Business Transactions Are Being Flagged NOT Personal Transfers
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Interview – Alison Morrow Interviews Chris Whalen, CPA
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Tax Memo – IRS Provides Tax Inflation Adjustments For Tax Year 2023
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Podcast – Realtors – Sales Drying Up? Pivot To Selling Investment Properties
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Memo – Realtors – Sales Drying Up? Pivot To Selling Investment Properties
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Memo – Scan Documents To PDF With Your Phone
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Memo – NJ ANCHOR Replaces The Homestead Benefit Program
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Podcast – “Meeting In Person To Get Work Done” Is A Stone Age Technology | Evolve Or Go Extinct
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Memo – “Meeting In Person To Get Work Done” Is A Stone Age Technology | Evolve Or Go Extinct
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Tax Memo – Claiming A Child As A Dependent When Parents Are Divorced, Separated Or Live Apart
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 Parents [...]
Tax Memo – Paypal Year End Tax Form Upload Requirements (IRS Forms 1099K & 8832)
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 I [...]
Interview – Shawn Ziem Interviews Chris Whalen, CPA
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Podcast – IRS Hiring 82,000 New Agents! A CPA’s Perspective
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Memo – IRS Hiring 82,000 New Agents! A CPA’s Perspective
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Tax Memo – IRS Mileage Rate Going Up For The 2nd Half of 2022
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 [...]
Podcast – Global Disruptions May Cause Business Supply Shortages | Become A Business “Prepper”
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Memo – Global Disruptions May Cause Business Supply Shortages | Become A Business “Prepper”
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Memo – Mortgage Rates Are Up 61% This Year – A CPA’s Perspective
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 [...]
Tax Memo – Travel Nurses (And All Medical Professionals) – Do Not Claim Exempt For Withholding Taxes!
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