Tax Services

We are passionate about tax law and stay informed of the latest tax law changes to minimize your tax obligations and maximize your potential. Our tax experts can help you or your business solve even the most complex tax issues.

We provide comprehensive tax planning, analysis and consultation for individuals and small or large businesses. We also offer basic individual income tax preparation through our affiliate, Simplitax.

Tax Benefits to You

Whalen CPAs has been offering tax services for more than 75 years; we are highly skilled in offering proactive tax advice and creative tax planning. Our expertise and guidance can provide you:

• Increased Opportunity for Tax Savings.
• Potential for Investment Capital Through Proper Entity Selection and Appropriate Division of Profits.
• Updates on Tax Law Changes and How They Affect You.
• Time Savings to Focus on Your Business.
• Potential for Lowering Tax Liability When Selling Your Business.
• Personal and Professional Wealth Preservation.
• Industry Expertise Allowing Us to Capitalize on Tax Strategies for Your Specific Business.

Additional Tax Planning Services Include

• Estate/Trust Planning.
• International Tax Advisement.
• Tax Controversy Representation.