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
When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing
Read more
Financial losses from corruption are on the rise, according to “Occupational Fraud 2024: A Report to the Nations,” published by
Read more
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next
Read more
As we step further into 2025, the world of oral health is evolving at an exciting pace. Groundbreaking technologies and
Read more
The 2025 Medicare Basics Workshop helped Ohio residents navigate Medicare enrollment and Social Security services. Hosted by Social Security public
Read more
Accurate financial records help business owners manage cash flow, tax obligations, and strategic planning. QuickBooks® is one of the most
Read more
In times of economic uncertainty, dental practices, face unique challenges that require strategic planning and proactive measures. Implementing robust financial
Read more
If you made significant gifts to your children, grandchildren, or other heirs last year, it’s important to determine whether you’re
Read more
Social Security plays a crucial role in retirement planning, and understanding its complexities can make a significant difference in financial
Read more
You may wonder if you can claim itemized deductions on your tax return. Perhaps you made charitable contributions and were
Read more
Financial forecasting provides a roadmap to guide your organization on the path to success. Forecasts support strategic planning by helping
Read more
Retirement is often viewed as an opportunity to travel, spend time with family, or simply enjoy the fruits of a
Read more