Tax Preparation Archives - Chris Whalen CPA

Tax Memo – General Tax Questions Answered

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

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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

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

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IRS Direct Deposit Letter – CP53E – How To Handle It

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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 [...]

Mortgage Memo – Mortgage | ReFi | HELOC Options February 2026

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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

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

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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

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

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Tax Memo – What Is Self-Employment Tax?

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Memo – Small Business Owners – URGENT – Corporate Transparency Act (CTA) – Beneficial Ownership Information (BOI) – Closely Held Companies Have New FinCEN Reporting Requirements

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Tax Memo – Form 1099K | Myths & Facts

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Memo – IRS Launches Paperless Processing Initiative

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Memo – 529 (Qualified Tuition Programs) Plan Basics

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Memo – If You Paid Your ERTC Preparer A % Of Your Tax Credits, You May Have Been Ripped Off

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Tax Memo – Year End Individual Tax Information Gathering Worksheet

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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 [...]

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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