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.

Want info delivered right to your inbox –  Subscribe Now

6 inventory management tips in an uncertain tariff landscape
With new tariff structures looming and global trade relationships in flux, businesses face rising uncertainty in supply chain costs and
Read more
Explore SEP and SIMPLE retirement plans for your small business
Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial
Read more
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
Read more
Big changes are happening! With our new brand and evolving values, we’ve outgrown our current space and found a location
Read more
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
Read more
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
Read more
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
Read more
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
Read more
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
Read more
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
Read more
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
Read more
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
Read more