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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If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re

4 levels of audit opinions

The first page of audited financial statements is the auditor’s report. This is an important part of the financials that

Taxes aren't due until April, but there are some good reasons not to wait, and to file your tax return

If you’re married, you may wonder whether you should file joint or separate tax returns. The answer depends on your

Spring is the time of year that calendar-year-end businesses issue financial statements and prepare tax returns. This year, take your

You’re Selling Your Business?

Selling your business can be a bittersweet experience. While you may be excited for the future, it’s the end of

If you donated to charity last year, letters from the charities may have appeared in your mailbox recently acknowledging the

Sadly, fraudsters are continually looking for ways to make a quick buck at your company’s expense, so make sure you’re

When was the last time you reviewed beneficiary information on your life insurance policies, retirement accounts and will? It’s important

Choosing an S Corporation (S Corp) as the best legal structure for your business provides tax perks, but it also

New Year, Fresh Start

If the pandemic has caused a slowdown in reaching your financial goals, now is the time to review your plans