Business Details
31 Years
experience
Trusted Tax & Accounting Services in Red Bank, NJ
Chris Whalen, CPA, CPA, has been delivering expert tax and accounting services for over three decades. Our firm specializes in personalized solutions for individuals, businesses, and nonprofits, combining deep technical knowledge with a client-focused approach. We offer comprehensive services including income tax preparation, forensic accounting, collaborative law support, and virtual currency tax analysis. Our team stays ahead of evolving regulations to ensure compliance while maximizing financial outcomes. With a commitment to transparency and integrity, we prioritize clear communication and tailored strategies to meet each client's unique needs.Our experience spans local and international tax landscapes, providing valuable insights for diverse financial situations. We pride ourselves on responsiveness, professionalism, and a dedication to lifelong learning in the ever-changing financial field. Clients trust us for our proven track record of accuracy, ethical standards, and proactive problem-solving in tax and accounting matters.
Services
Tax Preparation
Forensic Accounting
Cryptocurrency Compliance
Collaborative Law Support
Financial Consulting
Details
- Year established: 1995
Highlights and features
- We offer over 30 years of experience in tax and accounting services.
- Our customized solutions address unique individual and business needs.
- We maintain IRS compliance expertise for evolving tax regulations.
- Our team provides specialized cryptocurrency transaction analysis.
- We prioritize transparent communication and ethical financial guidance.
What people say
Quick as lightning
Highly recommend
Most responsive CPA
Knowledgeable and caring
Trusted advisor
Services
Tax Preparation
Our comprehensive tax preparation services cover individuals, businesses, and nonprofits with specialized expertise in cryptocurrency transactions. We ensure compliance with evolving tax codes while optimizing deductions and credits. Our team handles complex filings including international tax reporting and estate tax returns.
Forensic Accounting
We provide investigative accounting services for legal proceedings, including fraud detection, asset tracing, and litigation support. Our experts work with law firms and corporations to analyze financial discrepancies and prepare court-ready documentation.
Cryptocurrency Compliance
Specialized services for virtual currency transactions including Bitcoin and Ethereum. We prepare gain/loss schedules, reconcile digital wallets, and ensure compliance with IRS cryptocurrency tax guidelines for individuals and businesses.
Collaborative Law Support
We provide financial expertise for collaborative divorce proceedings and family law cases. Our services include asset valuation, income analysis, and expert testimony to support fair settlement negotiations.
Financial Consulting
Our advisory services cover business valuations, merger/acquisition support, and strategic financial planning. We help clients manage risk, optimize tax positions, and implement effective accounting systems.
People
Chris Whalen, CPA
CPA & Owner
Chris Whalen, CPA is a licensed CPA with over 30 years of experience in tax and accounting services. He specializes in cryptocurrency compliance, forensic accounting, and collaborative law support. Chris serves clients nationwide from his Red Bank, NJ office.
Questions
What tax services do you specialize in?
We specialize in individual and business tax preparation, cryptocurrency compliance, forensic accounting, and collaborative law support with 30+ years of experience.
Do you handle cryptocurrency tax reporting?
Yes, we provide expert analysis and reporting for cryptocurrency transactions in compliance with IRS regulations.
What accounting services do you offer?
We offer bookkeeping, financial statement preparation, virtual currency reconciliations, and outsourced controllership services.
Are you available for urgent tax questions?
We offer prompt responses to tax questions and provide free consultations for new clients.
Do you serve businesses outside New Jersey?
While based in Red Bank, we serve clients throughout the United States with virtual currency and tax compliance needs.
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