Whalen CPAs: Firm News

What’s New at Whalen CPAs?

Exciting things are always happening at Whalen CPAs! Stay abreast of firm news and Contact Us if you have any questions.

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What tax records can you safely shred?
Once your 2024 tax return is in the hands of the IRS, you may be tempted to clear out file
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Big changes are happening! With our new brand and evolving values, we’ve outgrown our current space and found a location
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5 QuickBooks reports to review each month
Understanding your business’s financial health is essential for long-term success. QuickBooks® offers a powerful reporting tool suite that can provide
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Discover if you qualify for “head of household” tax filing status
When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing
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Fight corporate corruption with robust accounting systems
Financial losses from corruption are on the rise, according to “Occupational Fraud 2024: A Report to the Nations,” published by
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Planning for the future: 5 business succession options and their tax implications
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next
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Oral Health 2025: Top Trends and Expert Advice for a Healthier Smile
As we step further into 2025, the world of oral health is evolving at an exciting pace. Groundbreaking technologies and
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Empowering Ohio Residents: Key Insights from the 2025 Medicare Basics Workshop
The 2025 Medicare Basics Workshop helped Ohio residents navigate Medicare enrollment and Social Security services. Hosted by Social Security public
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A hand reaching out from behind a pile of work. Harness the power of QuickBooks for your business
Accurate financial records help business owners manage cash flow, tax obligations, and strategic planning. QuickBooks® is one of the most
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How Columbus Dentists Can Prepare for Economic Uncertainty - Accounting Services in Columbus
In times of economic uncertainty, dental practices, face unique challenges that require strategic planning and proactive measures. Implementing robust financial
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The 2024 gift tax return deadline is coming up soon
If you made significant gifts to your children, grandchildren, or other heirs last year, it’s important to determine whether you’re
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Navigating Social Security - Insights from the Annual Workshop
Social Security plays a crucial role in retirement planning, and understanding its complexities can make a significant difference in financial
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