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.

Podcast – Will You Owe Money This Tax Season? Don’t Guess! Call Me To Analyze Your Withholding Adequacy

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. To read the text version of this podcast click [...]

Memo – Will You Owe Money This Tax Season? Don’t Guess! Call Me To Analyze Your Withholding Adequacy

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. To listen to the podcast version of this [...]

Podcast – Venmo & CashApp | Only Business Transactions Are Being Flagged NOT Personal Transfers

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. The facts of this topic have changed over time. [...]

Podcast – Vaccine Mandate Corporate Brain Drain In Full Swing! Small Businesses Can Benefit!

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. To read the text version of this podcast click [...]

Memo – Vaccine Mandate Corporate Brain Drain In Full Swing! Small Businesses Can Benefit!

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. To listen to the podcast version of memo [...]

Chris Whalen, CPA Interviewed By Coffee With Chris Stevens | LLCs vs S Corps

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. Click the video below to listen to this [...]

Memo – Rental Assistance Information | The Eviction Moratorium Is Over

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. This memo has important information for both landlords and [...]

Podcast – Business Owners | Do You Have Control Over Staff Email Accounts?

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe To read the text version of this podcast click here —> Text Version Click the video [...]

Tech Memo – Business Owners | Do You Have Control Over Staff Email Accounts?

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe To listen to the podcast version of memo click here —> Podcast Version This memo is for [...]

Memo – IRS To Issue Refunds For Taxpayers Who Didn’t Take The Unemployment Credit

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. Some taxpayers, who received unemployment compensation in 2020, filed [...]

Podcast – High Earning Women – You Need A Prenup Before Marrying

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe To read the text version of this podcast click here —> Text Version Click the video [...]

Memo – High Earning Women – You Need A Prenup Before Marrying

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe To listen to the podcast version of memo click here —> Podcast Version I often call a [...]

Podcast – Rental Memo – Corporations Are Becoming Landlords, Part 1 – Warnings For Tenants

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe To read the text version of this podcast click here —> Text Version Click the video [...]

Rental Memo – Corporations Are Becoming Landlords, Part 1 – Warnings For Tenants

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe To listen to the podcast version of memo click here —> Podcast Version If you follow rental [...]

Tax Memo – Monthly Child Tax Credits Payments Start July 15 – Do You Qualify?

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe IRS sending letters to more than 36 million families who may qualify for monthly Child Tax [...]

Interview – Chris Whalen, CPA & Gary Baumgarten Fox News: Are Enhanced Unemployment Benefits Causing Jobs To Go Unfilled?

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. Click the video below to listen to this [...]

Live Seminar – Maximizing Tax Benefits For Business Owners – Chris Whalen, CPA – Sponsored By NAHREP

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. Click the video below to listen to this [...]

Interview – Chris Whalen, CPA & Styxhexenhammer666 Talk Biden Tax Increases, Crypto, Business Outlook

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. Click the video below to listen to this [...]

Tax Memo – Partnerships & S Corps Are Due (Tomorrow) March 15th, NOT April 15th! Are Your Extensions Done?

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe The March 15th (Tomorrow) filing deadline is quickly approaching. Do you own a Partnership or S [...]

Podcast – Be Careful To Not Include PPP Loan Proceeds As Income On Your Tax Returns (States Differ!)

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe To read the text version of this podcast click here —> Text Version IMPORTANT NOTE: Not [...]

Memo – Be Careful To Not Include PPP Loan Proceeds As Income On Your Tax Returns (States Differ!)

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe To listen to the podcast version of memo click here —> Podcast Version IMPORTANT NOTE: Not all [...]

Interview – Chris Whalen, CPA & Shawn Ziem – Marketing Tips on Influencers, Reviews, Fees

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. Please watch this informative video, where Chris Whalen, [...]

Memo – Self-Employed People, Don’t Miss Your 2020 Coronavirus Tax Credits!

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe There are 2 new coronavirus related tax credits for self-employed people. This includes Schedule C and [...]

Memo – 2020 Tax Organizer Attached! Procrastination Over!

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Tax Season Is Here! Need help getting organized? Don't know where to start? Help has arrived! [...]

Memo – 2021 Employee Retention Credit

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Important new rules Available for 1st 2 quarters of 2021 Is now available for employers that [...]

Podcast – Expenses Paid With Forgiven PPP Loans ARE Deductible

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe To read the text version of this podcast click here —> Text Version UPDATE: Expenses paid [...]

Memo – Expenses Paid With Forgiven PPP Loans ARE Deductible

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe UPDATE: Expenses paid with forgiven PPP loans ARE deductible. The IRS has reversed a prior [...]

Memo – How Secure Are Your Business Systems?

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Definition: Digital Disaster - Suddenly not having access to essential business systems and assets. If you [...]

Memo – 2021 Economic Impact Payment Information

Want my podcasts and blog posts delivered to your inbox? Click here to subscribe WASHINGTON – The Internal Revenue Service today urged people to visit IRS.gov for the most current [...]

Memo – New PPP Loans Available (Dec 2020)

We are awaiting guidance from the Small Business Administration (SBA) and plan to begin processing new PPP loan applications in the coming weeks. Subscribe to my blog to make [...]