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Best Financial & Taxation Services in Phoenix Metro Area
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North Phoenix Tax Relief
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5star12 Reviews
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9.5Sulekha score
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work_history11 Years in Business
- On request
- $1k-$1k
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:I am an Enrolled Agent licensed by the IRS and admitted to practice before the IRS for all 50 states. I specialize in representing Real Estate agents, IT Professionals, Truckers, and small businesses to resolve their tax issues. I also hold the United States Tax Court Practitioner (USTCP) designation which allows me to practice and represent clients before the United States Tax Court as a Non-Attorney. Only less then 250 people hold this prestigious credential. I have a Master of Science in Taxation degree from the prestigious Golden Gate University where I enhanced my knowledge of tax law. I am a Certified Tax Resolution Specialist (awarded by American Society of Tax Problem Solvers - ASTPS). I also have the prestigious Fellowship from NTPI, awarded to persons who specialize in Tax Resolution work. I have resolved numerous taxpayer issues and eliminated their tax debts through Partial Pay Installment agreements, Audit Reconsiderations, as well as get taxpayers enrolled into Currently Non-Collectible status. I love helping taxpayers and get their problems resolved. My practice also handles Income Tax preparation for clients who have unfiled returns with the IRS and the various states. My firm also handles International and cross-border returns (US/Canada). In addition, if you need a Tax Court petition prepared (which can be done only by a USTCP, or an Attorney), you can reach my firm.Read more

Goodlife Financial Services LLC
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5star5 Reviews
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9.5Sulekha score
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work_history12 Years in Business
- 20490343
Serving ZIP Codes:85250, 85251, 85252, 85254, 85255
From the Business:Padma is a highly skilled accounting and bookkeeping professional with over 12 years of hands-on experience in managing financial operations across diverse industries including construction, real estate, restaurants, and other small businesses. With a strong foundation as both a full-charge bookkeeper and accounting manager, Padma has developed an exceptional ability to streamline financial processes, maintain accurate records, and provide insightful advisory support that helps business owners make informed decisions. She holds a Bachelor’s degree in Accounting and is a QuickBooks Certified ProAdvisor, equipping her with the technical expertise to implement advanced accounting systems and ensure compliance with industry standards. In addition, Padma is a Licensed Insurance Consultant for Life & Health and a Notary Public, adding further value and convenience for her clients. Specializing in Construction and Trades Accounting, Padma understands the unique challenges contractors and trade professionals face, from job costing and payroll to cash flow management and compliance. Her mission is to empower business owners by optimizing their financial operations, allowing them to focus on growth and success. With a client-centered approach, she combines professionalism, accuracy, and personalized strategies to deliver meaningful results.Read more

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:FBS Securities is a trusted provider of financial solutions, specializing in wealth management, investment planning, insurance, and retirement strategies. With a commitment to integrity and excellence, FBS Group helps individuals and businesses make informed financial decisions to secure their future. Whether you're looking to grow your investments, plan for retirement, or protect your assets, their team of experts offers personalized strategies tailored to your unique financial goals. Backed by industry expertise and a client-first approach, FBS Group Financial Service is dedicated to helping you achieve long-term financial stability and success.Read more

VVS Financial Services
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9Sulekha score
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work_history10 Years in Business
- 20306229
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:VVS Financial Services is a client-focused financial planning and insurance consulting firm dedicated to helping individuals and families build, protect, and preserve their financial future. Led by Srinivas Bandam, the company provides personalized financial strategies designed to address life’s most important goals, including retirement planning, wealth protection, education funding, healthcare coverage, and long-term financial security. With a comprehensive approach to financial planning, VVS Financial Services helps clients navigate complex financial decisions through customized solutions that align with their unique objectives and risk tolerance. The firm specializes in life insurance, retirement planning, annuities, college funding strategies, tax optimization, mortgage protection, Medicare solutions, health insurance, and long-term care planning. Understanding that every financial journey is different, VVS Financial Services takes the time to evaluate each client's needs and develop strategies that support both short-term priorities and long-term aspirations. Their commitment to education, transparency, and personalized service enables clients to make informed decisions with confidence. Whether planning for retirement, protecting family assets, preparing for college expenses, or selecting healthcare coverage, VVS Financial Services provides trusted guidance and professional support to help clients achieve financial stability, security, and peace of mind.Read more

Visam Financials
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6.3Sulekha score
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work_history Established Since 2019
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:Visam Financials is your trusted partner in safeguarding what matters most to you in life. With a wholehearted commitment to your financial well-being, we bring innovative opportunities to your financial planning. Over the years, we have positively impacted hundreds of families with needs-based customized financial planning. For those who are enterprising and pursuing entrepreneurship in the financial services industry, we also provide an established, risk-free platform to launch your business dream. We have helped several families with no prior financial industry knowledge to launch a successful business in this industry part-time to achieve full-time success.Read more

Quantum Leap Wealth
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5star4 Reviews
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9.5Sulekha score
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work_history5 Years in Business
- 4153441
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:Quantum Leap Wealth, led by Anuradha, is dedicated to helping individuals and families achieve long-term financial confidence through strategic wealth planning and personalized financial solutions. With a focus on wealth creation, protection, retirement readiness, and legacy planning, the brand combines expertise, trust, and a client-first approach to simplify complex financial decisions. Quantum Leap Wealth emphasizes tailored strategies designed to align with each client’s goals, helping them build sustainable financial growth and security across every stage of life. By blending modern financial insights with personalized guidance, Anuradha empowers clients to take a confident “quantum leap” toward a stronger financial future.Read more

Infinitefs LLC
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9Sulekha score
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work_history2 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

TulaVantage - Wealth And Healthcare Services
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5.1Sulekha score
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:I am one of the most distinguished Financial & Taxation Services in Charlotte, NC. I specialize in Investment Management,Estate Planning,Retirement Planning,Financial Planning,Long Term Care Insurance,Financial Advisor,College Planning/Funding.Read more

Vela Life Plan
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5star1 Review
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7.8Sulekha score
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work_history5 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more

A2F Prosperity Hub
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9Sulekha score
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work_history10 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:A2F Prosperity Hub, founded by Arshath Shaik in the Atlanta Metro Area, is dedicated to helping the Bharatiya/Desi expat community build a strong and secure financial future. With over a decade of experience, Arshath offers guidance through personalized strategies focused on Estate Planning with Wills and Trusts, Lifetime Income Protection, Tax Optimization, Wealth Building, and Down Market Protection. For those seeking a career in finance, A2F also provides a path to becoming a Financial Industry Entrepreneur. At A2F Prosperity Hub, you're not just planning finances—you're building a lasting legacy.Read more

Axon Financial Services
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9Sulekha score
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work_history9 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:
Axon Financial Services is a forward-thinking financial advisory firm committed to helping individuals, entrepreneurs, and organizations achieve sustainable growth and long-term success. Founded by Jinu Tharian,the company focuses on guiding clients through critical financial milestones, including business transitions, career advancements, and wealth expansion phases. With a deep understanding of the complexities that come with increased financial responsibility, Axon provides personalized strategies to manage, protect, and grow wealth effectively.
The firm stands out for its dual mission of empowerment and education, . Axon Financial Services not only supports aspiring entrepreneurs in building successful ventures within the financial industry but also works to simplify financial concepts for the broader public. By breaking down traditionally complex financial knowledge, the company enables clients to make informed and confident decisions about their future.
Through its unique Leadership Format System, Axon offers a structured pathway for individuals seeking to establish and scale their presence in the financial services sector. This system is designed to nurture leadership skills, encourage strategic thinking, and provide practical tools for business development.
At its core, Axon Financial Services is dedicated to building lasting relationships with clients and their families. The firm prioritizes trust, transparency, and long-term value creation, ensuring that every client receives tailored guidance aligned with their goals. By combining expertise, innovation, and a people-centric approach, Axon continues to play a vital role in shaping financial success stories.
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MUDRA WEALTH CREATION
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5star1 Review
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9Sulekha score
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work_history27 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:
Mudra Wealth Creation LLC, founded by financial professional Birju Thakkar, is a client-focused financial services firm committed to helping individuals and families achieve long-term financial stability and success. The firm offers a wide range of personalized services including Guaranteed retirement income for life, IRA/401k Rollover, Education Fund Planning, Tax Minimization Strategies, Principal Protection Strategies, Tax Free Retirement Income with MFIUL, Health Insurance ACA & Medicare Plans, Life Insurance with Living Benefits and LTC solutions. Guided by the belief that every financial journey is unique, Birju provides clear, strategic advice tailored to each clients goals, risk tolerance, and life stage. Holding respected industry credentials such as CLTC and RICP, he combines technical knowledge with a hands-on, relationship-driven approach. At Mudra Wealth Creation, the focus is on building financial confidence through education, ethical guidance, and consistent support empowering clients to make informed decisions and secure a stronger financial future.
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G's Financial Harbor
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5star38 Reviews
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7Sulekha score
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work_history Established Since 28
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:
Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that every investment decision is aligned with client objectives and market realities.
As a Chartered Financial Analyst (CFA), Girish brings deep expertise in asset valuation, risk assessment, and financial planning. He has a strong ability to analyze market trends, evaluate investment opportunities, and design strategies that balance growth with risk management. His analytical skills enable him to provide well-informed recommendations that are both practical and effective.
In his role at Eagle Harbor Advisors, Girish plays a vital part in developing and executing customized investment strategies. He works closely with clients to understand their financial needs, risk tolerance, and future aspirations, ensuring that each portfolio is carefully structured to deliver sustainable performance. His personalized approach helps build long-term relationships based on trust and results.
Girish is committed to maintaining the highest ethical standards in his profession. He prioritizes transparency, integrity, and objectivity in every aspect of his work, ensuring that clients receive unbiased and reliable financial advice. His dedication to excellence and client success makes him a trusted advisor in the field of investment management.
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Vyom Financial GROUP INC
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5star5 Reviews
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6.5Sulekha score
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work_history Established Since 2021
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:Welcome to Vyom Financial Group Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more

Shweta Patel Licenced Financial Professional
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9Sulekha score
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work_history3 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:
Shweta Patel is an experienced financial professional with a wealth of expertise in creating tailored financial strategies for individuals and families. Her extensive knowledge spans investment management, retirement planning, estate planning, and insurance, providing clients with a comprehensive approach to securing their financial future. Shweta's approach is centered on understanding the specific goals and circumstances of each client, ensuring that every financial plan is uniquely designed to help them achieve lasting security and prosperity.
With a keen understanding of complex financial matters, Shweta excels at guiding clients through key decisions related to wealth growth, asset protection, and long-term financial planning. Her work is not just about numbers; it's about empowering clients to make informed choices that align with their aspirations. Whether it's planning for retirement, managing investments, or protecting loved ones with appropriate insurance, Shweta's commitment is to provide the tools, knowledge, and support necessary to make sound financial decisions.
As a trusted advisor, Shweta Patel fosters long-term relationships with her clients, prioritizing their best interests and offering ongoing guidance throughout life's financial milestones. Her personalized services are designed to help clients confidently navigate the financial landscape, knowing they have a professional partner looking out for their well-being. For more details about her services, visit her profile on Sulekha.
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Wealth Summit Financial
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6.5Sulekha score
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work_history5 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:Ravi Kapalli is a financial professional who brings 20 years of distinguished corporate experience and four years in financial services to every client conversation. He leads with a clear vision: build a high-caliber team and expand entrepreneurial opportunity within the industry. His practice delivers a dual focus—personalized financial education and one-to-one consultation for individuals, alongside tailored pathways for aspiring advisors to launch and grow careers in finance. Ravi’s expertise includes tax efficiencies, risk diversification, estate planning, and business continuation planning. He primarily serves successful, affluent professionals, guiding them with clear strategies toward long-term prosperity, protection, and financial freedom.Read more

FNA-APP (Single Platform For Families, Agents, & Agencies)
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6.5Sulekha score
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work_history Established Since 2025
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:At fna-app.com, we believe that a professional Financial Diagnostic and a clear Roadmap aren't just luxuries—they are a fundamental right for everyone! That’s why we’ve poured our passion into building a tool that is incredibly simple and easy to use, yet massive in its power to transform your life. Agents & Strategists: Say goodbye to "convincing" and hello to collaborating! Give your clients this world-class tool for free. The self-analysis report does the heavy lifting for you, allowing the data to show the value of your solutions. Plus, you can easily team up with other strategists to crush every case! Agency Owners: Scale your impact! Gift this powerful platform to your entire team. Monitor progress in real-time and watch your productivity skyrocket organically as your team delivers more value than ever before! For Individual Families : Take the driver's seat! When you sign up, you have total peace of mind. Your data is for your eyes only and remains 100% private until you decide to share it with an advisor. Experiment with unlimited scenarios, bridge your financial gaps, and watch your goals come to life!Read more

SG Financial Hub
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6.3Sulekha score
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work_history4 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:SG Financial Hub – Financial Clarity & Secure Future SG Financial Hub helps individuals and families grow, protect, and manage wealth with confidence. With 4+ years of experience, we offer personalized financial strategies tailored to your goals and life stage. Our Services: • Retirement Planning • Investment Guidance • Tax-Efficient Strategies • Life & Health Insurance • Estate Planning (Wills & Trusts) • College Funding Solutions We simplify financial planning and provide clear, practical guidance so you can make informed decisions. Work From Home Career Opportunity Start a rewarding career in financial services with full training and mentorship. • 100% Remote – work from anywhere • No Experience Required – training provided • Earn While You Learn (commission-based) • Mentorship & Proven System • Flexible Schedule & Unlimited Income Potential Who Can Apply: Motivated individuals, job seekers, part-time earners, students, parents, or anyone seeking extra income. Must be a US resident willing to get a license. Key Financial Solutions: Term Life with Living Benefits Affordable protection + early access to funds for critical, chronic, or terminal illness. Indexed Universal Life (IUL) Lifetime coverage with tax-advantaged growth and market protection. 401K / IRA Rollovers to Annuity Tax-deferred growth + guaranteed lifetime income (private pension). Estate Planning (Will & Trust) Protect assets, avoid probate, and ensure smooth transfer to heirs. Notary Services Reliable notarization for legal and financial documents. Our Mission: To empower financial awareness and help families achieve long-term security and independence.Read more

Rising Sun Financial Services
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6.5Sulekha score
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work_history5 Years in Business
- 1576030
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:Rising Sun Financial Services, led by Pankajj S Saxena, is committed to guiding individuals and families toward long-term financial stability and growth. With a client-first approach, the firm provides personalized financial strategies tailored to unique goals and life stages. From wealth planning and risk management to retirement and protection solutions, every service is designed with clarity, integrity, and careful attention to detail. Rising Sun Financial Services focuses on building trust and delivering dependable guidance to help clients move forward with confidence.Read more

Giri Lankipalle - Financial Services
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5star3 Reviews
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9.5Sulekha score
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work_history15 Years in Business
- CA License: 0M66577
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

Darshana Patel CPA
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5star1 Review
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9Sulekha score
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work_history16 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.Read more

KV Financial Solutions & Services LLC
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5star6 Reviews
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7Sulekha score
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work_history20 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:At KV Financial Solutions, we are passionately committed to empowering individuals and families on their financial journeys. Our mission is to deliver innovative, needs-based financial strategies that strengthen long-term security and peace of mind. Through personalized financial planning, we’ve helped countless families protect what matters most and build a foundation for a prosperous future. For entrepreneurial individuals eager to enter the financial services industry, KV Financial Solutions offers a proven, low-risk business platform designed to help you start and scale your own financial services business. Our system has enabled individuals—many without prior experience—to achieve remarkable financial growth. Beginning part-time and transitioning to full-time, our associates gain not only financial independence but also the freedom and flexibility to create a life on their own terms. Join us and be part of a mission-driven organization dedicated to financial empowerment, leadership, and long-term success.Read more

GST Financial Services
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6.5Sulekha score
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work_history5 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more

Raman Abrol CPA
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5star49 Reviews
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9.5Sulekha score
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work_history16 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:If you are looking for an accounting firm that will cater to your needs then you have come to the right place. We know that what works for one client-be it a small business or an individual-is not necessarily the solution for another. Our firm is one of the leading firms in the area. By combining our expertise, experience and competence of our staff, each client receives close personal and professional attention. Our firm’s reputation reflects the high standards we demand of ourselves. Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Leave the number crunching to us. When you are ready to learn more about what we can do for you, we encourage you to contact us for a FREE, no obligation consultation.Read more

Sure Financial And Tax Services
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5star53 Reviews
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7Sulekha score
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work_history5 Years in Business
Serving ZIP Codes:19533, 85001, 85003, 85004, 85006
From the Business:We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy. Our personal financial tax-planning services offer an objective, comprehensive package for individuals. Some of these plans include Deferred compensation, timing of charitable contribution, alternative minimum tax, retirement investment, rental income and expenses.Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Financial & Taxation Services
Best Service Family Atmosphere Great service with a Smile
I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??
Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.
Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!
Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.
Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????
I had an excellent experience with MyAtlantic CPA! Their team was professional, knowledgeable, and incredibly helpful throughout the entire tax filing process. They took the time to understand my financial situation, identified every deduction and credit I was eligible for, and helped me maximize my tax refund. What impressed me most was their attention to detail, prompt communication, and willingness to answer all of my questions. The entire process was smooth, stress-free, and handled with a high level of expertise. If you’re looking for a CPA firm that genuinely cares about its clients and works hard to achieve the best possible results, I highly recommend MyAtlantic CPA. I’ll definitely be using their services again in the future!
Hands down the best experience I’ve ever had filing my taxes! MyAtlantic CPA made everything quick, easy, and completely hassle-free. They were incredibly thorough and helped me get the highest tax return possible this year. What really sets them apart is how they treat their clients. I never felt like just another number—they genuinely cared about my situation and took the time to answer every question with patience and professionalism. It’s rare to find a business that combines expertise with such a personal touch. It’s hard to find a team that’s this professional, reliable, and compassionate. I highly recommend MyAtlantic CPA to anyone who wants top-notch service and real peace of mind. Thank you for making tax season such a positive experience!
I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??
Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.
I have had an outstanding experience working with Raman Abrol, CPA. Their professionalism, responsiveness, and depth of knowledge are truly exceptional. They take the time to understand my business and provide practical, well-thought-out advice that has been invaluable. What sets them apart is their attention to detail, proactive communication, and commitment to delivering timely and accurate service. Whether it's tax planning, accounting, or business consulting, they consistently exceed expectations. I highly recommend Raman Abrol, CPA to anyone looking for a knowledgeable, trustworthy, and dependable CPA. It has been a pleasure working with them, and I look forward to continuing our relationship for many years to come.
Very nice service
I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??
Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.
Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!
Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.
Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????
I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??
Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.
I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??
Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.
Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!
Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.
Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????
I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??
Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.
As a small business owner, tax season used to stress me out. This service handled my business taxes, bookkeeping, and quarterly filings flawlessly. Saved me both time and money.
From the first call to the final filing, everything was handled professionally. They responded to all my queries within hours and made sure I understood every step of the process. Great service
I was really worried about filing my taxes this year since I had multiple income sources, but the team made it so simple. They explained every deduction clearly and got me a bigger refund than I expected. Highly recommend
I appreciated how upfront they were about pricing from the start. No surprise charges, and the final invoice matched exactly what was quoted. Will definitely use them again next year.
I have worked with many tax professionals over the years, and my experience with Sheetal Sarangdhar Abrol CPA has been exceptional. She is very knowledgeable, responsive, and consistently provide clear guidance on complex tax matters. Highly recommend their services.
NSKT Global was able to help me with my business and personal tax return. My other accountant was not returning my calls but NSKT Global always returned my call the same day and was always very professional. Keep up the great work Jason!
Consulted NSKT in relation to a US LLC setup and efficient tax structuring. Very proficient and professional team. Walked away with utmost clarity.
I’ve had a great experience with the firm. The team has been exceptional in their services and communication. They are my go to for tax filings, business consulting and any find of financial advise I need.
Exceptional service from start to finish After experiencing issues filing through TurboTax, we turned to them for help — and it was truly the best decision we could have made. They took the time to thoroughly review our situation, quickly identified the root of the problem, and resolved it with impressive efficiency and expertise. What stood out most was their attention to detail, transparency throughout the process, and the reassurance they provided every step of the way. They transformed what had become a stressful and confusing situation into a smooth and seamless experience. Their professionalism, knowledge of U.S. tax regulations, and genuine commitment to doing things correctly gave us complete confidence in the outcome. We will absolutely be recommending them to friends and family, and we look forward to filing our taxes here in the USA with them every year moving forward.
Working with NSKT Global for tax services in New Jersey has been exceptional. Their experts demystified complex tax codes, identified savings we didn’t know existed, and ensured full compliance across state and federal filings. The team was proactive, communicative, and made tax season a breeze. Their insights have helped us plan smarter, reduce liabilities, and stay ahead of deadlines. Outstanding service!
I highly recommend Nikhil and his firm, NSKT Global, for their outstanding expertise in tax planning and financial advisory. Nikhil has been managing both our personal taxes and our LLC filings, and his guidance has been incredibly valuable. He is extremely knowledgeable, detail-oriented, and always takes the time to explain complex tax matters in a clear and practical way. His professionalism, responsiveness, and proactive approach make the entire process smooth and stress-free. If you’re looking for a CPA you can truly trust, Nikhil and the team at NSKT Global are exceptional.
My experience with Nikhil and his team has been very good. I have been using their services for the past three years, and they have consistently been responsive and thorough in their work. I would encourage others who are looking for trustworthy professionals to give them a try.
Nikhil is knowledgeable and worked very smoothly with me. Listened and incorporated my suggestions and pushed back where needed. Has good knowledge on real estate as well as corporate accounting.
Very professional and excellent service.
Team of experts and high professional integrity.
I am an Indian expat working in the US for last 15 years in multiple MNCs as senior IT professional and have both US and Indian investment portfolios. Mr Nikhil Mahajan and his firm NSKT Global helps me in managing taxation liabilities in both countries efficiently and seamlessly since 2021. The includes comprehensive treatment of long and short term capital gains treatment, compliance with FATCA, FBAR, PFIC and other US taxation related complex topics along with DTAA, FTC, NRI/expat taxation and FEMA compliance related topics for India. They are knowledgeable, meticulous, thorough and very prompt in addressing the real need of the taxation in each use case and provide their crisp analysis and professional guidance. I am very much satisfied with their service and impressed the way they provide collaborative partnership in handling my needs.Having back offices in US and India positions them uniquely dealing with taxation authorities on both the countries. If anyone needs expert help and guidance in handling their taxation related matters in US, India or both, you can definitely try them out. Kudos and all the best to Nikhil and team NSKT Global. Way to Go!
Best Tax services one could ask for , attention to details, have been with them from past three years!
Nikhil has been an exceptional tax filer, always handling everything with accuracy, care, and professionalism. His attention to detail, reliability, and deep understanding of the process make tax filing smooth and stress-free. Anyone working with him can trust that the job will be done thoroughly, correctly, and on time.
I have been working with NSKT Global for over 3 years now. What started out as bookkeeping and tax filing has evolved into a much deeper relationship where NSKT helps with budgeting, tax planning, business process improvement through SOP development, and Dashboard Creation. Our improved business results are directly correlated to the partnership we formed with NSKT. I would strongly recommend them to any small / mid-size business.
I was looking for support to ensure my taxes were filed accurately, especially given the complexity of having Canadian ETFs/Rental properties in two countries. Several providers quoted unusually high prices without explaining why. When I connected with Nikhil and his team, the experience was completely different. They were transparent from the start — clearly outlining what was required for my situation and offering a fair, fixed price as a new customer. Throughout the process, they were prompt, patient, and willing to meet as often as needed to make sure I was fully comfortable with the filing. Their depth of knowledge across various tax scenarios was evident, and the level of detail they brought to the work gave me complete confidence. They made a complicated situation feel simple and manageable. I would strongly recommend Nikhil and his team for any tax needs. Their professionalism, clarity, and customer-first approach truly stand out. I’ll definitely be working with them every year.
It has been a real pleasure working with Nikhil. His tax services and level-headed recommendations were invaluable for my return in 2026. I highly recommend Nikhil's team and their services.
I worked with Nikhil during my transition from the US to India as a freelancer, and he was incredibly helpful. He guided me through the complexities of freelance taxation across both countries — from understanding self-employment tax obligations to managing income declarations in India — making the whole process smooth and stress-free. Highly recommend him to any one navigating an international move!
I had a complicated tax situation and also needed to pay quarterly estimated taxes. I found NSKT Global through a Google search looking for a tax service that can deal with a variety of individual tax situations. I was very pleased with the service I received. The team was very responsive and answered all my questions promptly and they calculated my quarterly estimated taxes within a week. The prices are also transparent and reasonable.
Very responsive and easy to work with. Convenient portal to upload documents have worked with NSTK for four years and highly recommend
I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??
Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.
Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!
Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.
Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????
I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??
I recomanded TEXAS FINSERV INC a best financial services in town. Very warm welcome and best customer care. One on one service basis ...Mr Tanwir ( Tony ) a very professional personality. On time service deliver.
Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.
NSKT helped me in one of the assignment, they delivered very well and upto the mark, I was very happy with their service and would love to work with them in future also.
The firm has been responsive in its engagement and quite helpful
I highly recommend NSKT Global for business tax planning, entity structuring, and strategic tax advisory services. Their team helped me evaluate my business structure and successfully guided me through the process of converting my LLC to a C-Corporation through the appropriate tax election. Their expertise and proactive tax planning strategies resulted in substantial tax savings and helped maximize my refund. What stood out most was their commitment to delivering results. Beyond handling the technical and compliance aspects, they actively followed up with the IRS to ensure my refund was processed efficiently. Throughout the engagement, the team was highly knowledgeable, responsive, and genuinely invested in achieving the best possible outcome for my business. If you're seeking a trusted advisor for tax planning, business structuring, and ongoing tax strategy, NSKT Global provides exceptional expertise, personalized service, and a results-driven approach. I would confidently recommend them to any business owner looking to optimize their tax position and support long-term growth.
I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??
Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.
Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!
Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.
Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????
I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??
Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.
I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??
Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.
Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!
Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.
Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????
I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??
Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.
Very grateful to Trident Tax team for taking care of my taxes this year.Definitely recommend them, very professional!
Thanks a lot to Trident Tax. They helped me with LLC registration questions. And also explained about American tax law. So I feel myself confident with them. Would highly recommend to anyone!
I have been looking for someone new to prepare my taxes and came across Trident Tax. I had a great experience working with them. they are very knowledgeable and professional... Up to date on all new tax laws and regulations. Everything was explained to me in detail and I feel very comfortable working with them.
Excellent service. Highly recommend!!
The company witch you can trust. Had a very good experience with them.
Trident Tax are professionals in their field. Here you can receive fast and high-quality service and answers to all your questions regarding taxes and filing returns. I recommend them to everyone!
I really like working with Paul. He is very informative and works extra hard to make sure nothing is missed. I refer all my friends to him.
Thanks for your help with taxes. Great service!
Their team is as friendly as a pup waggin' its tail. Every time I called 'em up with a question, they were there with a smile on their face and a helpful answer. They made me feel like family, and that's a mighty rare thing in this day and age. I gotta tip my hat to these guys. They're the real deal when it comes to tax consultancy.
Excellent service! Solid 5*
Excellent service! I recommend it!
Great service, they helped me figure it out. I will recommend to friends
These guys are awesome! Everything is clear and professional! I'd give it a 10 out of 5 :-)
Very professional services. I am new and business, but after consultation with Trident Tax I got all necessary knowledge I need! I am highly recommended this company!
I am very pleased with the accounting services of Pavel and his team, keep it up!
Excellent service, excellent approach to clients! Help in solving issues is provided quickly and at the highest level! Pavel and his team are definitely professionals in their field! Once again, thank you very much for your help!
Excellent and professional approach to work! Friendly team! I recommend them to everyone!!!
Excellent accounting and bookkeeping service! Their professional team always delivers reports on time, provides expert advice, and promptly resolves any issues, allowing you to focus on your business without worrying about accounting details. I highly recommend them to anyone who values ??quality and reliability.
Pavel is amazing! Super professional, knowledgeable, and genuinely helpful. He made everything so easy to understand and took the stress out of the process. I really appreciate his patience and willingness to go the extra mile. If you need tax help, I highly recommend Trident Tax – you’ll be in great hands with Pavel!
We have had an excellent experience working with Pavel and his team!They are professional, knowledgeable, and always go the extra mile to ensure everything is handled efficiently. Their attention to detail and ability to explain complex financial matters in a simple way has been invaluable. Whether it's tax preparation, bookkeeping, or financial advice, they always provide top-notch service. I highly recommend them to anyone looking for a reliable and trustworthy accountant!
Amazing service, everything is clear, understandable and fast.
Great company and true professionals! Here I found everything I had been looking for — clear explanations, real attention, and genuine support. They made the process simple and stress-free, and their professionalism gave me confidence to move forward. I’m truly grateful and know for sure that I came to the right place!
Excellent service.Very knowledgeable and attentive professional.
Good service and very prompt.
We have been working with Pavel and his amazing team since the day we moved to Texas. We trusted both personal and business taxes to be managed by them. I can’t find enough words to express how diligent and punctual they have been since day one. The most important part is trust, I always felt comfortable and confident working with them. Highly recommended!
Chris provides great services and advice for both personal and small businesses alike. As a Small business owner I look for people like Chris to handle both my business and personal affairs... you should too!
I found Chris online so I wasn't quite sure what to expect. What I have experienced since working with Chris is an incredibly responsive, efficient, and caring professional who goes way above and beyond to get work done on a timely basis for his clients. I could not be more happy with the work that he's done for us so far, and I would strongly recommend Chris to anyone who may be unsure about their current CPA/tax preparer.
Chris is really a stand up, hard working guy that I've enjoyed working with over the past Chris has been more than accommodating to my business partners and I while we try to set up our 501(c)3 organization. He is incredibly patient, prompt, and never too busy to give you an answer on any questions that you might have. Routinely I will email him over the weekend for last-minute inquiries and he will get back to within the hour. From the beginning Chris was very clear about the process, requirements, and cost for our entire project together. I highly recommend Chris Whalen, CPA, and fully intend to use his services for all my accounting needs in the future.
Can’t go wrong with over 20 years of experience.
I contacted Chris Whalen to ask some basic questions regarding the Trump tax bill and how it would affect my personal circumstances. I was rewarded with a quick and knowledgeable response. His expertise was offered with no strings attached as I was not yet a client. Considering his timely and enthusiastic response , I would not hesitate to either use or recommend his services. John K
Great experience with Chris Whalen. He took the time to personally call me minutes after I reached out to him. The accountant I dealt with last year never filed or contacted me after receiving all my forms. After months of waiting and stressing out, I found Chris Whalen was dealing personally with the clients this accountant wronged. Chris Whalen was able to solve all of my problems and made me feel like family. He educates his clients and takes his business seriously. Highly recommend.
There are numerous choices when it comes using a CPA but working with an experience professional saves you time and money. First, always consult a tax professional versus do-it-yourself. I submitted personal and business tax returns for years on my own which cost me thousands of dollars in missed refunds. Second, contact Chris Whalen who will tell you in clear simple terms your options and how best to proceed with your tax situation. I highly recommend Chris Whalen.
Chris is a great guy and true professional who knows his business inside and out. When working with Chris you have the peace of mind that things are being done right the first time. I plan on working with Chris again in the future and highly recommend his services.
There are a few specific qualities I hope for in an accountant: responsiveness, availability, and insight. Chris Whalen has all of these qualities and more. He is a joy to work with and extremely organized! I highly recommend his firm.
Called Chris for some help needed. He answered the phone no need to be kept waiting on the line. Immediately personable and ready to listen. My unique questions were answered in a matter of fact professional manner. He pointed me to the right information that I needed. Definitely would advise anyone in need of help not to waste their time looking for anyone else. Here is a prime example of professionalism, responsible and smart person who really cares to help you.
Beyond grateful to have found a very honest, smart, time efficient CPA who is also versed in the progressive world of Cryptocurrency !
Chris is a very thorough CPA who's quick to respond and has a flexible schedule. His willingness to work with remote clients is a big plus.
When my mother passed away a family friend sent me to Chris to file her last returns. As it was the first time I ever had to file for myself, Chris was patient, knowledgeable and easy to always get in touch with regarding any of my concerns. Will always be my first choice.
Chris Whalen is someone who I would highly recommend! He truly cares about his clients and is very professional throughout the entire tax process. Whenever you need help, Chris is always there for you! Chris has tons of knowledge in the field of Accounting and will do whatever it takes to make you satisfied at the end of the day!
I contacted Chris to see if he could help me with my cryptocurrency taxes and found him to be very professional and knowledgeable. He was very friendly and easy to talk to, and he walked me through the steps I have to take to file my taxes properly. If you contact Chris to help you with your crypyto tax needs you will be in good hands. I already feel less anxious about my taxes after our talk over the phone.
Chris made time in the middle of busy tax season to see me, a potential new client, and give me much needed advise for my business tax return. Professional, courteous and obviously very experienced. Feels great when you meet someone who you know right away has your best interest at heart...Highly recommend.
Chris is extremely knowledgeable and a true expert in his field. Not only does he answer any questions you have but he also takes the time to educate you. Love that!
My Crypto tax genius. I was so worried about doing my taxes this year but Cris put all of my conserns to rest. Crypto is so new it is very hard to find someone who is knowledgeable in this evolving market.Thank You so much Cris for making this tax year so easy and pleasent. We will be talking Crypto for many more years to come.
Im very thankful with Chris Whalen . He helped me with my income tax . His work means 110 % of professionalism . I got very impressed from the moment that i called him . What is more , when he received me in his office , he was very professional and friendly person . By the way he is also an expert in cryptocurrencies which helped me a lot with my doubts . Thanks again Chris . God bless you and your family??
Great experience, very helpful and accommodating. Would be times when I wasn’t available to speak on the phone so Chris and I would just text, and this made the process much easier. Highly recommend.....
Takes the time to explain everything, and always makes himself available for questions. Made the tax filing process very straight forward, and will definitely be using him again.
Chris gave a wonderful presentation to our agents in the Weichert, Middletown office. The agents enjoyed him very much and they learned valuable information. He followed up instantly and even came back to help us with a technical issue! Thanks so much Chris, you are welcome anytime.
Chris was super helpful and thorough in helping us prepare our taxes. He is extremely reliable and answered our questions within the same business day. I would highly recommend him to anyone.
Chris has been nothing but a pleasure to work with. I found him online on google and called him to set an appointment. He quickly answered, was kind, helpful and always available. My finance and I met him at his office, gave him all of our paperwork and Chris took care of everything for us. He made us aware of tax breaks we didn't even know about. Working with Chris was a breeze. He did everything for us. He is very knowledgeable, very personable and was on top of everything we needed. I would HIGHLY recommend working with Chris. He is a great person, great father and even better accountant!
I was referred to Chris by a close friend of mine and was very happy that I did. I went to H&R Block and was very unhappy with there service. I gave Chris a call and he was beyond professional and very laid back over the phone he asked me to come in at no cost to meet with him. The process again painless, quick, and explained everything in great detail. His price is more than fair and after dealing with him I felt a bargain. Best part was I got double back then I would have with H&R block. I look forward to future business and can't thank him enough!!
What an amazing experience! I had to close out an Estate Tax return for my deceased father and Chris had it done in a week! I also have an LLC which he did the return for and it was done in no time! Everything was great and straight forward and very professional! Definitely use Chris as your Accountant YOU WILL NOT BE SORRY! Ray
Highly recommend Mr Chris Whalen. He is great, and has always did a great job with my tax work! Have used him the last 6 years and don't plan on changing anytime soon!
Chris helped us for the first time this year to file our taxes. We were a bit disorganized but he was thoughtful, patient, knowledgeable and thorough. Did not feel rushed during the process and kept us in the loop every step of the way. He made an usually painful process easy. He is extremely well versed and up to date in all the never ending tax law changes and is really a great source of information as well as an experienced, amazing CPA. I would strongly recommend my family, friends, and business owners to explore the opportunity of setting up a meeting with Chris to help you maximize and strategize all your tax needs.
Chris is extremely helpful and knowledgeable on NJ exit tax information and any other questions I have for him.
I called around everywhere looking for an accountant that has experience with cryptocurrencies with no answers and no one returning my messages. When I called Chris, he picked up the phone right away and was a wonderful help. I gave him all the information I could gather about my trades, and he took it from there. If you got skin in the crypto game, call Chris and have the peace of mind that your taxes will be done right.
We have known Chris and his great family for years. We recently lost a cousin who had done our taxes for many years and left some pretty big shows to fill. Chris is knowledgeable and professional yet entertaining. He reviewed our records and said he’d be back in touch which took less than a week and we were very happy with the results. In addition, he managed to abstain from laughing at my professional looking QuickBook generated reports on my small business and offered to help me learn how to improve in that area so they actually correct! All in all, we are happy to have reconnected with Chris and we highly recommend his accounting firm!
Chris is a very cool guy, I sold some cryptocurrency and he helped me figure out my taxes for the year. He made the process very easy. Would recommend!
Chris helped me with a couple of issues I was facing with my return. I was slightly uncomfortable submitting them myself as I had a more technical submission this year compared to past years. He took care of it in a timely manner and had great communication throughout the process! Definitely recommend him!
Seriously, Chris is very different than your average money-minded crypto accountant. He truly seeks to help you with nothing to gain. If you're looking for the right accountant - especially a crypto accountant, I give him 5 stars!
Chris helped me and my wife set up an LLC last year and was extremely knowledgable, efficient and quick. Just yesterday, we called him to draft an income projection letter for our company to apply for an apartment and I had it in my inbox at 9am today - and it looks like we're gonna get the apartment! I am already asking him to keep my books and file our LLC taxes because I know he cares about his clients! I strongly recommend Chris and his services as CPA. You will not regret it!
We had our taxes done by Chris for the first time and we were very pleased. We found him to be extremely knowledgeable. I love the fact that we can call him anytime and he always answers his phone. Besides giving us some great advice he was also very patient. Having your taxes done can be a very stressful thing and it has been in the past for us. Now our minds are at ease thanks to Chris. We would not hesitate to recommend him.
What a great find, Chris is experienced, detailed, and always willing to help. A great CPA.
Chris is knowledgable, quick and accessible - can't ask for more than that!
Chris is a real gem of a person and ofcourse extremely experienced and knowledgeable with a real mix of courtesy and professionalism, things goes very smooth once you get connected with him. The best thing comes when his knowledge comes in a play to sort out your crypto assets related taxes. There are very few people who can deal with your crypto taxes in efficient manner and keeping fees to the realistic extent. I highly recommend him.
From the very first conversation Chris and I had. He made me feel like I was in the right place. Chris is always there to make sure our Business and our Personal needs are dealt with just the way we need. I will highly recommend Chris Whalen CPA to everyone I know.
Chris was very knowledgeable. He was easily accessible and knows tax law! Chris can help you make the best decisions on how to file. Important if you’re actually in need of sound and reliable advice.
He is incredible, highly knowledgeable and supportive, it was actually shocking for me how much he cares about clients' needs. In comparison with my previous CPA who just wanted to get everything done as soon as possible without considering my expenses he was completely different and able to find best solutions for my problems. In one word he changed my expectations from a CPA! Thanks a lot Chris.
This tax season has been a stressful one, until Mr. Whalen was discovered. He’s absolutely amazing wish I had known him sooner. I would definitely rate 10 stars if it was possible. Don’t wait contact him !!!!
Most responsive CPA I’ve ever worked with. Even in the heart of tax season I am able get answers from Chris to important questions about my business. Highly reccomend.
Chris is awesome. My wife and I just moved to the area and needed to find a new accountant for our income taxes. Chris was very available and accommodating and met with us on a Sunday and on very short notice. He took his time reviewing our prior returns and was complete and thorough. He treated us as if we've been going to him for years. We would highly recommend Chris.
Just spoke with Chris over the phone for the first time. He gave me a free consultation, from his car and answered TONS of questions I had! I plan on using him as a reference for all of my financial needs. I highly recommend Chris!
Chris Whalen is the consummate professional. He's intelligent, professional--and ALWAYS available (it's almost like he anticipates your phone call). I sent Chris my taxes in the heart of tax season--i.e., two days before the deadline. I told him to file for an extension and, when he had some breathing room, to file on my behalf. One day later, my taxes were filed and he was preparing the paperwork for my refund. Aside from typical tax work, Chris is an expert in financial planning. He has given me invaluable advice regarding retirement planning and Real Estate investments. Thank you, Chris! I will not hesitate to refer you as a trusted advisor to my friends and family.
Chris has been doing my taxes for 14 years and I have never had a problem. Before that, I always had to pay more as my accountant missed something. His best assets are his professionalism and knowledge. He always returns calls asap and updates you on new tax changes in the law. He is very easy to deal with and always treated me fairly.
Very Responsive and Professional CPA that I've had the pleasure to work with. Chris makes the whole tax process stress free.
Chris is a pleasure to work with. His response time and passion for his work shows. I have worked with several CPAs and when I walk out of their office, I ask myself what was accomplished. Not with Chris. Every meeting with Chris, I walk out with a feeling of clarity and progression. Highly recommended!
Called Chris for a consultation. He answered the phone...What a pleasant surprise! I was referred to two CPAs by my friends, left couple of messages with front desks and have never received call back. Chris answered my questions and provided the information I needed. Definitely would refer to anyone in need of help.
Chris knows his stuff. Never too busy to take a phone call. Looking forward to working with Chris in my new venture.
I had the pleasure of following up with Chris a few weeks after I saw him give a presentation at a real estate association meeting. He answered the call right away was very responsive. He is very appreciative and the enthusiasm for his work shows. Chris takes pride in providing quality service and information for his clients and I have to say, having met a few other accountants, my experience with him tops them all by far. Some of my questions were not directly accounting related but he still took the time to learn about the issue I had at hand and then pointed me in the right direction. For that I am grateful. Highly recommended and a pleasure to work with.
Chris did the taxes for our band when we were on TV and made a bunch of money that we didn't know how to handle. Enter: Chris Whalen and BOOM everything is taken care of and we are in the clear with our taxes and finances so NOW we can focus on what we do best: Making Music.
Chris helped me save a ton on my taxes. I wish I started using him years ago ! Worth every penny.
This is our second year working with Chris. My boyfriend and I have our own business and work two jobs so our tax return isn't easy. He handles everything for us. Really fast response time to questions and he is very knowledgeable.
Couldn’t ask for a more professional, efficient, no nonsense process. I highly recommend Chris to anyone that is looking to take the headache out of doing their taxes! Thanks Chris!
I was refereed to Chris by a co worker. Chris was easy to work with. I used him for my income tax. I am so grateful to have found him! Safe to say i found my new accountant from here on out, thanks Chris!
Chris came to our office meeting to present changes in the Tax laws and give helpful hints for realtors in preparing taxes and keeping better records.Chris was very knowledgeable,funny and encouraging on a subject that no one likes.I decided to switch accountants and he did my taxes for me this year.I was very happy with his services .I would highly recommend Chris.
He is awesome! I’ve been pleased with the quality of his work. Thanks Chris!!
Incredibly friendly and insightful. I would HIGHLY recommend him to anyone!
Professional, passionate and very helpful. Chris provides nothing but the best services ! You will not be disappointed when giving him a call for any problem you may have.
Chris is a really helpful and intelligent guy #LennyfromTalerc
I had the pleasure of listening to a seminar last night. Easy to listen to and extremely informative!
Chris is an extremely smart and efficient CPA, I would highly recommend him and find him to be kind and extremely thorough. My experience at his office was professional and friendly . He is a great guy and an excellent accountant.
Chris has been my accountant for a couple of years now and I've never been disappointed. Anything I ask of him is always done in a timely fashion. Chris is the most knowledgeable CPA I know and has the best business advice. Highly recommended.
At the Investing on LBI Meetup on May 30, Chris articulated the powerful role that real estate plays in a diversified portfolio and demystified the 2017 Tax Cuts and Jobs Act for real estate investors
We own our own small business. Chris understands an entrepreneur and how small businesses operate and need to operate. He is available for questions 24/7. His advice saved us huge$$$ when we decided to sell our business. His advice was applicable across state lines and across tax jurisdictions. Truly a full service, genuine tax accountant. Highly recommend him.
Chris is the most personable genuine individual we know at Taliercio’s. He is simply the best CPA in the tri state area.
I made a switch to this accounting firm. So glad I did you don’t feel like a number they care and have all the answers. Go see Chris and you will be in good hands.
The first phone call in a time of need should be to Chris and he is the first person to call you when you need him ... in tough situations, just ask, What would Chris do?
Chris is an excellent CPA who is passionate about his work. He is extremely knowledgeable, honest, friendly and reliable. He is always available when you need him and will go above and beyond to accommodate his clients. If you are looking for a great accountant who truly cares, then call Chris. You will be very happy!
After 20 years I decided to switch accountants and I decided to use Chris Whalen. I was very pleased with Chris he was very professional. I came to him mid April to not only do my tax returns but my children also. Everyone of our tax returns were completed on time. Thanks Chris
An expert in his field and knowledge of the CPA business is one that has Chris stand apart from others, A true professional and well understood by his clients
EXCELLENT! ON TOP OF ALL YOUR NEEDS AND GETS BACK IMMEDIATELY!
I went to H&R block it was a disaster! Called Chris Whalen CPA he saw us right away and was a great help. I strongly recommend him for all of your needs it was a wonderful experience working with him.
Chris Whalen is one in a million! I was a “no filer” and fell behind on my taxes a few years due to life circumstances. When I suddenly and urgently needed to file I didn’t know who to turn to. Thankfully I found Chris! Chris understood my situation and took great care of me. I didn’t feel judged and he made me feel I was his priority. He was very accommodating and helpful and went above and beyond to get my taxes done, even quicker than expected. I can’t say enough about him. I would recommend Chris Whalen to anyone looking for a CPA. If you are a looking, look no further, Chris is the BEST!
As an organizer of the Central Jersey Real Estate Investors, I would highly recommend Chris. He has spoken to our members on numerous occasions on a variety of topics, including, but not limited to; IRS Section 1031 and Tax Cuts and Jobs Act of 2017. He has also helped me with strategies to manage my record keeping for my businesses. Chris is the best!
A man that pays very close attention to detail and is looking out for the well being of his clients!
The first time I met Chris was at a real estate investing seminar. His presentation was excellent and I made an appointment with his office the next day. He filed my tax returns from 2017 because I did them wrong, trying to file on my own. The IRS was saying I owed them $4,503.00. He calculated them correctly as I owed them nothing. I'm sitting in my new investment property typing this because of his guidance. I'm scheduled for another meeting with him this Friday 8/3/18. Thanks Chris!!!
Chris Whalen is the most knowledgeable CPA I’ve ever met. He is not only a wizard when it comes to tax time but he knows the ins and outs of the code after years of experience. He has speaking engagements throughout NJ with brokerages, BNI groups and more. He’s always happy to give advice and is a true professional. I’d highly recommend him to anyone seeking professional guidance with their taxes.
Chris is very professional and treats every client like his only client. He is incredibly responsive, and keeps us up to date on all tax law changes that could affect us. Highly recommended.
Chris does an amazing job for my clients. Chris is always there to help me and my clients with there tax related questions. He is extremely knowledgeable in all areas of personal and business taxation and I would highly recommend him for you and your clients. Matt Financial Advisor
Chris is an extremely knowledgeable and and informative Accountant. He will keep you in the know about all the changes that occur that will affect you and your family. He is easily accessible and responds to your questions in a timely manner. I highly recommend him, his professionalism, ethics, and experience will surpass your expectations.
He's knowledgeable about cryptocurrency trading. Extends help to young individuals.
Chris has been enormously helpful in sorting out my tax issues after I had a two-year stint out of the country. It's been a pleasure to work with Chris and I can always rely on him to respond promptly, fully, and with complete transparency.
Chris Whalen, CPA keeps in-the-know of the latest tax changes to help his clients take advantage where they can to succeed. Chris's podcast is free for anyone to listen to his words of wisdom. I strongly recommend giving Chris a call.
Chris Prepared tax for us this year. He is professional, reliable and knowledgeable. Our tax was done efficiently and everything was very well organized. He is always there for you when you have questions. We feel we are in good hands.
Best customer service I have ever experienced. I work in finance and always have questions for Chris and he always has the answers.
After connecting with Chris Whalen on Linked In, he posted a really informative blog. I reached out to Chris for help with my 2017 taxes. Top Notch service from start to finish. Chris is a wealth of knowledge and I look forward to working with him for many years to come!
Emailed Chris around 10:00 and he called me back within 2 hours to talk. Answered my questions and was very helpful Thank you Chris
Chris is a true professional in every seance. He will go out of his way to help even if its unrelated to his profession. Glad I had the opportunity to meet with him and could not recommend him enough.
Chris is very thorough, knowlegable & focused at the matters at hand. His promp responses will keep me coming back to him for years to come!
Chris is extremely thorough and responsive. He has given us great advice on how to handle an investment property. I would highly recommend Chris for any of your tax needs.
Chris is very knowledgeable, available when we need him, even during the crunch time of tax season. He always returns calls and emails, thereby providing answers in a timely manner, hence avoiding potential problems for his clients. His preplanning advice, whether it be real estate investments, college, or business efficiencies is fantastic. Chris is the Accountant to the Entrepreneurs.
Chris is a great guy. My old accountant got sick and Chris stepped in to quickly help me out when I was in need. I could see why he was highly recommended. Fast, comprehensive service and took the time to explain everything. Needless to say I’ll be going to him in the future. It’s always a plus when your accountant doing your taxes is actually the type of guy you’d want to get a beer with. Highly recommend.
I own a beach house in NJ and as of October 1st the state of NJ has instituted a sales tax and occupancy tax on beach house rentals. Chris is extremely knowledgable in this area and was very helpful when we spoke on the phone. I would highly recommend him for your tax prep needs.
Chris not what I expected, meaning he was the exception, quickly called me to discuss my concerns and answer any questions I had. He was clear and direct. Communication is great always answers my calls, text or email. I would highly recommend him for your financial issue! Thanks Chris!
I was introduced to Chris from my good friend John Zura. I had concerns with my previous accountant and wanted to talk with Chris about them. I made an appointment with Chris and I was impressed with his knowledge. I had a big issue that needed to be corrected and Chris took care of it for me. If you are looking for a new accountant or have questions regarding taxes, Chris is your guy! You will not be disappointed.
When deciding on who to use for my accounting needs and asking around for referrals, from many people, one name kept popping up! Chris Whalen! My go to CPA for all. I own multiple corporations and an LLC. Chris knows his business and will always be there for you when needed. Highly recommend !
Awesome experience with Chris helping me out with an ages old tax issue back home. I'm in the military stationed overseas, and it's great to have someone in my home state who can help out on my behalf. His service was quick, forthright, detailed and useful. Be sure to check out his interview with Styx on youtube, especially as the tax season looms. Great tips in there for all, and he goes over recent sweeping tax code changes that will affect us all.
Chris is very knowledgeable and was able to answer all my questions about the new tax codes
Chris is very approachable, responsive, helpful, knowledgeable and professional as a CPA. He is very straight forward and to the point. He exudes confidence and energy. BUT most of all he does not BS you! Based on my personal experience with Chris I would Highly recommend him to anyone needing help with Taxes!
I found a true professional when I needed one the most ! Mr. Whalen is the kind of professional America is known for. Above all ,he is a true gentleman. I will highly recommend Mr.Whalen to anyone looking to hire a CPA. What I have noticed is that his high level of education and professional career never clouded his keen sense of discernment when came to do business with my wife and I.
I called Chris and he picked up immediately and answered all my tax questions about cryptocurrency. I have not found any other accountant who is knowledgeable in this area of tax law.
Awesome guy answered right when I called he answered all my question regarding cryptocurrency on how to file taxes and he even is helping me ???? I highly recommend if you have any questions he will answer them and also explain how it works.
I contacted Chris to get his thoughts about the NJ tax amnesty letter I got. He called me right back, and patiently answered all my questions. I was struck by how generous it was for him to share his knowledge and expertise with me. I feel fortunate to have met Chris and look forward to working with him. Julie J. River Plaza
Chris Whalen was extremely helpful in assessing the courses of action for handling a 2018 NJ Business Tax Amnesty case. He is very aggressive in getting back to you using all means of communication text/email/phone. Chris was very generous with his initial consultation time and even took the time before to review a 300 word document outlining the details and needs all within a few hours of contacting him via his web site email. Chris will help you get on the right track even if his services may not apply.
My mom just moved into the area and needed a new accountant. Chris was wonderful with her. Since she had sold a property and purchased a new property, there were many questions about capital gains etc. Since we lost my dad three years ago mom had no choice but to take on the accounting affairs. He answered all her questions and she was so happy when we left his office. Thanks so much, we look forward to working with you and your staff.
What a pleasure, I cold called Chris with some pointed questions surrounding taxes on real estate and LLC/partnerships as I needed a second opinion. Not only was he happy to speak with me he took 15 minutes out of his day on a Friday afternoon to discuss things in detail. I will be back to him once I can use his expertise.
I needed estate work done suddenly. Mr.Whalen was extremely patient and caring. I highly recommend him, especialy for estate work.
Mr Whalen has been a professional from the word GO. He is extremely responsive and always makes the time to address questions and concerns. I highly recommend him and plan on utilizing him for all of my business and personal needs.
Chris responded within minutes of submitting my question to him online. He was very helpful in outlining the ins and outs of the new NJ short term tax rental laws.
Chris called me back after 5 p.m. on a Friday, I was on my way to dinner, he said to call him when I was done, so I called him at 7 p.m. and he picked up. Chris answered all of my questions for about 20 minutes on a Friday night. Very thorough very knowledgeable very considerate and very professional.
Today I had a bit of an emergency regarding a NJ state taxation matter. I contacted Chris' office and he soon got back to me, addressed my concerns and saved me lots of stress and potentially thousands of dollars. I recommend him highly.... A. Nelson NJ
Had a great conversation with him and he was totally clear on the new rental tax situation. He knows his stuff.
I cannot say enough about Chris Whalen!! Chris's professionalism and helpfulness was second to none! If you have any tax issues or concerns, as I did, Chris will help put your mind at ease. Again, a truly great experience dealing with Chris. Thanks so much!!
Despite the fact that I called Chris out of the blue and I live in CT, Chris promptly called me back and provided a professional response.
Chris is one of a kind! Best and most informal CPA I have ever met.
Really friendly staff with excellent customer service. Me and my wife never received better service anywhere else in our 20+ years of marriage.
Chris was extremely knowledge about this new law. He immediately answered all my questions and had ideas that may result in a savings. I would highly recommend contacting him regarding any financial issues.
I was looking online for information about this NJ Transient Tax and Chris Whalen's name came up. I sent him a quick text message for some clarification. I was quite surprised that WITHIN MINUTES I received a phone call from Chris who was more than willing to answer my questions and forwarded me information that I found very helpful. He appears to be very professional and resourceful for tax information. I would highly recommend his firm! Thank you Chris.
Knowledgeable/ honest/ straight to the point. So happy I worked with Mr. Whalen he understands crypto and is a wealth of knowledge in a space lacking just that. If you need crypto tax advice dont go anywhere else.
Chris Whalen really stands out as an accomplished financial specialist with the know-how to handle any financial concerns. I found Chris through some research, and I am so happy I did! Chris went to work to resolve a past tax issue, and kept consistent communications with me throughout the entire process. When I asked, Chris provided his perspective on how to plan investment strategies best suited for me and my risk tolerance. I highly recommend Chris.
He’s never too busy to get on the phone and answer a question. He’s extremely knowledgeable about taxes and he also helped me answer a question about an estate issue. Highly recommended!
Great experience working with Chris Whalen. Very responsive, knowledgeable and professional. Always willing to take the time to answer all my questions. I would highly recommend him.
Chris was extremely helpful with an issue that I could not find accurate information that would assist in my decision. I posted a question to him and he returned a phone call within 10 minutes. I fount his immediate response very helpful and highly recommend his services.
Chris is extremely knowledgeable. I highly recommend him especially if you are investing in real estate.
I learned of CPA Chris Whalen in his Feb.11, 2019 YOUTUBE interview, with styxhexenhammer666. I went to the website and submitted a question. I was very surprised and impressed to actually get a personal phone call from Mr. Whalen himself, and within only a couple of hours. He answered my questions, with very detailed and knowledgeable responses. I look forward to using his firm for my returns. And will be recommending him to family members as well.
Chris, was and is there in my family's time of need. Chris is very professional and personable. Thank you
I contacted Chris about the new tax on short term rentals in NJ that went into effect last November. He explained the nuances of the law and how it pertains to my situation. He gave me the info I need and also wants to follow up to make sure I am squared away moving forward. He called me right back and gave crisp answers. Great service and knowledge.
Chris done excellent job with my Estate and Gift taxes. A real pleasure to work with.
I came across a tax advice article on the web that was written by Chris Whalen concerning NJ's new tax law on shore term rental properties. I had a question about the new law and wrote to Mr. Whalen via the email address provided in his article. To my surprise, he responded very quickly to answer my question. He also offered to discuss the matter over the phone as well. I would recommend Mr. Whalen if others have tax-related questions on NJ's new tax law on shore term rental properties.
I was seeking an expert CPA in the New Jersey Shore area and Chris Whalen, CPA came up on my google search. He was very helpful with all my questions and knowledgeable with all my business and personal tax questions. I will be using him going forward for all my business and tax purpose needs.
I found Chris’ contact information on-line when I read an article he wrote on the ‘new’ New Jersey Transient Accomodations Tax. I phoned Chris, he picked up the phone quickly, and was very helpful and informative right on the spot. He helped me to completely understand the tax law which should result in me saving about 3000 dollars. Thanks Chris.
Working with Chris was a pleasure! He is extremely accessible, professional and competent.
Chris's timeliness and attention to detail is unmatched by any accountant I've ever dealt with. He truly cares about his clients and isn't afraid to pick up the phone to answer any questions.
It is a pleasure to meet someone who genuinely cares about people. Chris is a seasoned CPA with so much to offer. He will go beyond lengths to ensure you are happy with not only the service but the outcome. I couldn’t think of a better person to reach out to for business or tax advice. I urge everyone who has not met Chris to give him a call for a free consultation to see how he will add value for you or your business.
I have owned and operated a small analytic consulting company for 17 years, using the same accountant from inception through the 2018 filing season. At the end of 2018, I made it a priority to re-evaluate all of my professional service providers. The change to Chris Whalen has been completely eye-opening. Beyond the quality of the services he provides, Chris has given me comfort that I have found a true business partner who is looking out for, and safeguarding the interests of me and my business...exactly how I would want my clients to feel about me.
I just hired Chris for his CPA services for my business. I hired Chris because he was a pleasure to work with and made me very comfortable with handing over finances to his firm.
Chris is smart, generous with his time, and knowledgable about tax laws. He is particularly familiar with the short term rental law recently enacted in New Jersey which enables the State of New Jersey to continue its tax and spend policies on the backs of hard-working, middle class, high property tax-paying homeowners and vacationers seeking a week in the sun at the Jersey shore. The law will backfire against New Jersey's economy when the shore economy weakens as New Jerseyans and out of state vacationers choose to spend their hard-earned dollars vacationing in Disney World at comparable prices rather than spend hundreds more in taxes to enjoy their previously affordable weeks at the Jersey Shore. Back to Chris Whalen---highly recommended!
Chris Whalen, what a find! I googled accountants in Red Bank and I’m glad I did. Chris has been fantastic to work with from start to finish. He’s nice, funny, and did an excellent job preparing my taxes. I’m definitely seeing him again next year and plan to recommend him to anyone who will listen! 5 stars!!!
Chris has been wonderful every step of the way. He is smart and thorough and made us feel comfortable asking all the questions we needed. He is even fun and relatable to talk to. My husband and I connected with Chris during tax season for our first year of marriage. We were unsure of how things would change for us and he guided us every step of the way. We are so pleased with the outcome and highly recommend Chris to anyone looking for a seamless process. Thank you for all your help and knowledge.
I can’t believe that I am actually enjoying working on getting my taxes in order. I find Chris to be an inspiration. He has incredible organizational skills and is motivating me to get my act together. He is incredibly knowledgeable and a pleasure to work with. I am thrilled to be working with Chris, the best accountant in Monmouth County.
I had several questions about the shore tax so I decided to contact Chris. Within a few hours I was on the phone with him because I had so many questions. Thank you! Chis is an expert in his field!
Chris Whalen and his firm are real deal professionals. As an avid crypto trader, he was able to handle all of my crypto taxes as well as my regular working taxes. I highly recommend using him as a CPA whether you traded crypto or not. Great guy and firm, will use again next year!
Chris Whalen is a great man that is very knowledgeable in the accounting and tax field. Highly recommended for those with any financial questions about their personal and or business issues.
Chris Whalen was very professional and a great resource in tax preparation for my personal and business needs, I would highly recommend him to any small business owner looking for a good relationship with a the top CPA in Monmouth County!
Chris is the best! He is very personable and professional. He is quick to respond to you and was able to see me right away. Everything was done in a timely manner. He will go above and beyond for you. 100% recommend
Chris Whalen is by far the best accountant I know. He has the ability to never be stressed, and will always take a phone call no matter what time of day it is. I have been interning here for the past few months, and it has been a great experience. I highly recommend using him as your accountant.
Chris was excellent to work with. Very personable, fast and extremely responsive to any and all questions. Highly recommend!
I have seen Chris Whalen speak at local meeting and have been listening to his podcasts that are an excellent source of information when it comes to taxes and accounting. When it came time to look for tax advice I went to him. Chris was very pleasant to talk to and willing to support my situation. He would be the first person I recommend to anyone that is looking for a wide range of tax and advisory services.
We met with Chris to discuss our concerns about doing our taxes as first time real estate investors. He also took on our personal taxes as well. The level of service that he provides outshines the rest as he is extremely communicative, responds quickly to any questions, and is always there to guide you in the right direction. I called, texted, and emailed him so many times this tax season and I always got a response right away. He broke down the complexities of taxes so that we could focus on what we cared about most- using the tax laws to our advantage. When looking for a CPA, we wanted to bring someone on our team who actually wanted to see our real estate business grow and Chris is someone who really takes the time to show you that he is invested. Not to mention our paperwork was filed quickly. We look forward to working with him in the upcoming years as we continue to invest in real estate.
As a Real Estate business owner, I needed someone who has a lot of expertise filing both personal and business taxes on behalf of his/her clients. Chris is that person. He did a amazing job answering all my questions and was knowledgeable when it came to the new tax laws and how I can use them to my benefit as a business owner. My tax return was filed quickly and because Chris made this a educational and easy experience I plan to use him in the future. I highly recommend him to anyone who is seeking a skilled tax professional. Thanks, Chris!
I just started a job this year which requires me to travel so I will be filing a multi-state return. Chris was able to put my mind at ease and answered all of my tax related questions. He is always responsive and flexible. I am glad I found him and look forward to having his office do all my future tax returns!
Chris has done my taxes for a few years now, he is effecient and very thorough, and he is always a pleasure to work with!
This is my first year working with Chris. I previously did my own taxes. Chris is fantastic all around. His expertise, his client service, his attention to detail. My only regret is that I didn't start working with him sooner. I can only imagine the amount of MY money I left in Uncle Sam's pocket over the years I did my own returns!
Very helpful if you have also foreign taxes/items to include in your tax returns!
My first time working with Mr. Whalen and he is thorough, professional, and great at what he does!! Who knew taxes could be so much fun! I highly recommend using his services.
A pleasure to work with - highly recommended.
Chris is a pleasure to work with, cares greatly about his clients and business partners!
Chris was very easy to work with. Very friendly, knowledgeable and caring. He works for your best interests. I definitely recommend Chris if you want a fighter in your corner.
When I was in dire need I called Christopher Whalen 2 o’clock in the morning. Mr. Whalen picked up the phone and we spoke for an hour or so and put my mind at ease. Two days later I was sitting in front of Chris and he was able to prepare my taxes in a manner that made me be able to handle the process. I found him to be very professional, compassionate and jovial when he saw I was on the verge of tears. He is a credit to his profession and I highly recommend him.
Working with Chris was great! He made tax time much easier than I expected. I look forward to working with him and his firm in the 2019 and beyond.
My experience with Chris was one of a kind. Chris is not only an expert of all things business, but an expert in people as well. Chris makes you feel right at home, like you are his only client. He is unmatched in his ability to network, it is truly an art he has mastered. In the age of technology where people far too often bring their business to a company with little to no face-to-face interaction, Chris reminds one that a solid personal relationship trumps all. I will most definitely recommend Chris Whalen, CPA to anyone inquiring about an accountant, as well as someone who needs advice on all things business/networking/branding/ entrepreneurship. My experience was an absolute pleasure.
I called Chris from a google search for help with a tax question and I'm very happy I did. He instantly answered the call and took the time to listen and assist. Not take my name and number and get back to me. He was very knowledgable with my situation and quickly addressed my needs. While I hope this particular situation won't need his further attention, I will certainly use him from here on out and make personal recommendations to friends and family. Give him a call, you won't be disappointed.
Friendly and precise discussion with Chris Whalen, provided me with the right answers very quickly. I felt confident that his services would definitely be sufficient for my needs. His insight into commercial property investing is brilliant, and not only that he is also able to connect you to the right people. Definitely recommend him, if you interested in better tax planning and real estate investments.
Chris is on top of the issues. Good Job
My husband and I were doing our taxes very last minute and we had a handful of questions on a Sunday night. We googled for CPA's in the area and found Chris. We submitted our info online and within minutes he had given us a phone call. We are very happy we found Chris and have been working with him for a few years now and will continue to. He's easy to talk to, great at explaining the details and most importantly, reliable and responsible. Call Chris - you won't regret it!
I feel very confident with Chris and would highly recommend him. Although this is my first year working with Chris but I hope there will be many more years to come. He's extremely knowledgeable and hardworking, now I am more confidence with my business because Chris is part of my team.
Are you happy with your CPA/tax preparer? Is your CPA well versed with the new tax laws? Don’t play around with your money. Go to an expert who has the answers and experience. Mr. Whalen is professional, knowledgeable, and takes the stress out of completing your taxes. Don’t waste your time and your money with others. There are times when life happens to all of us. As such, Mr. Whelan has been there to help me and my family. Mr. Whelan was able to assess the situation and offer sound strategic planning and long-term solutions! He gave us peace of mind. Therefore, I have no hesitation referring family and friends. Searching for a competent and professional accountant is one of the most stressful experiences. Mr. When takes the stress out of looking for an accountant with his expertise, and customer service and solution orientated approach. What are you waiting for please give Mr. Whalen a call today! Highly recommended! Dan Cardellichio DC, MS
As an investment representative, I work with many CPAs, and few of them have the expertise and level of care that I see in Chris Whalen, CPA. Finding the right tax advisor is critical for me to be able to execute the correct long term financial plan for you and your family. I urge you to contact Chris to learn what his firm can do for you.
I spoke to Chris about a 1031 exchange. He was very knowledgeable and extremely helpful. He sole in detail and provided great advice free of charge. Really nice guy!
This was the first year I went to Chris to prepare my taxes. I was pleased with our initial visit and the time he took to get to know me in addition to reviewing my tax prep. I’m also happy with his flexibility in scheduling appointments and his availibility to answer questions throuought the year.
Chris takes the time to explain everything you need to know and do when it comes to taxes. He's genuine and incredible knowledgeable. I would and have recommended him to my clients.
Chris Whalen provided me with relevant and timely insight, which helped make a complex statute very clear and straightforward. Not only does he have expert level knowledge, he responded right away and went above and beyond to assist. Chris is the kind of CPA you want on your team!
Chris is hands down the best CPA out there. He Is extremely knowledgeable, and responds quickly whenever I have any questions. He is very personable and overall a great guy!
Chris provides a wealth of tax related information for you or your business. Chris provided detailed tax liability information on income properties of mine. Chris has definitely been a critical resource for me as a Jersey Shore and South Florida Realtor. Definite expert in his trade and would highly recommend his services.
I needed help with the new tax law (Transient Accommodations Tax) for my beach rental property. Chris provided excellent and very timely advice, he had my issue solved in a matter of minutes! Thanks Chris.
Chris was very easy to work with, professional, efficient, and clearly tuned into our individual situation. Not a one-size-fits-all approach by any means, and he now has us in the right tax situation moving forward.
Chris is extremely well versed in taxes and accounting and is up to the minute on any new rules and regulations. He recently offered me sound advice regarding investment properties out of state. I highly recommend Chris and you will definitely appreciate his professionalism.
Chris is fantastic. He is the ultimate professional who goes above and beyond for his clients. He legitimately cares for his clients well being and takes an interest in understanding their needs. Chris answers the phone in less than 3 rings, and takes the time to thoroughly explain any questions you have. Chris Whalen checks all of the boxes I was looking for in a trusted CPA. I would recommend him to anyone.
Hi seminars are great and he is just a phone call away to get the most accurate and helpful information for a 1031 exchange. Well worth the call to him.
The best CPA ever. Knowledgeable, super fast with great advice. I really felt that Chris cared about my problem and delivered the exact kind of help I needed to resolve a difficult situation. Do not hesitate to hire this very intelligent, caring CPA.
Chris is extremely knowledgeable and attentive. Was a pleasure to work with him. We met in person at his office, he heard me out, understood all the nuances and kept the bigger picture in mind. In the end, my accounting issues were resolved and I was left feeling pretty good about things. Very highly recommended.
Chris is the most down to earth, genuine, and motivated CPA I've ever met. He wants to be the absolute best. He listened to my needs and was able to give me the right advice and direction for my business. I left our meeting more motivated and fired up about the success of my company then we I came in. Thanks, Chris!
Chris is the best in the business! He genuinely cares about all his clients. I don’t think of Chris as a CPA. I think of him as a Strategic Advisor. He can help in every area of your business. I highly suggest scheduling an appointment with him. You won’t regret it!
Chris responded quickly to my request for information and guidance regarding the new NJ homeowner rental property taxes. The information and guidance provided clarified the instructions provided by state and local agencies and was useful in my decision making process. Since the law has been repealed, I continue to use Chris a source for the next actions required to satisfy state rwquirements.
Extremely knowledgable and went out of his way to answer my tax questions.
Chris has been my accountant for many years. His friendship and business advice have brought my business to heights I never imagined. Hire him today to make sure your business and family's future are financially secure.
Chris is a fantastic at what he does, and he has the Youtube channel to back it up. He gives great insight to people that you just wont get elsewhere. 5*
My meeting with Chris was awesome! I can tell that he's truly invested in helping his clients succeed. With his help, hopefully I can become The Chocolate Milk ??
Called Chris about the rental of transient accommodations law in New Jersey. This was the first time I had interacted with him, but he treated me like a long term client. He not only gave me the information I needed, but also gave me additional advice that was applicable to dealing with a transient space marketplace vendor. I would have no problem recommending Chris to family and friends.
We have been working with Chris for several years. We are located in central Jersey and travel about an hour to see him. He is always available for consulting with us. He is a very knowledgeable and trustworthy. I highly recommend Chris to everyone.
Great CPA Chris Whalen has Great information for Real Estate Agents and Business to Grow to Next Level Thank You Chris Whalen CPA. Florida
I just attended a seminar that Chris hosted and the amount of information that I received from him was amazing. He definitely knows his industry and is very approachable with any questions that you may have!
Great accountant from the first phone call. I made an appointment to meet with Mr. Whalen and he is exactly who I want in my business. We spoke for over an hour and he immediately created my LLC. He knows what he is talking about and he is extremely personable. I'm really very glad I found him.
Chris and company is very knowledgeable and helpful. I was worried of not being able to find some I trusted, but I found that person in Chris. He is always willing to pick up the phone and help, regardless of the time of year. A+++!
I am a business owner and have entrusted Chris with my returns for years. He makes the process seem so easy no matter how many piles of receipts i give him! Chris is always responsive to my calls and emails, which is much appreciated.
Very professional, experienced, very friendly,knowledgeable, and willing to help above and beyond, even after hours. A+++
I was looking for an accountant for some time. I googled “Best accountant in Monmouth “ and surely he came up. I scheduled a consultation and he helped me tremendously. Thank you Chris!
I spoke to Chris Whalen regarding questions I had about NJ and out of state taxes. He was very informative and knowledgeable with a friendly attitude. I’m very grateful. Thank u.
Chris is an excellent CPA, all around great guy and is one of the few who can handle cryptocurrencies like Bitcoin, Ethereum and others. He is a very experienced and knowledgeable accountant but is also constantly striving to improve. Take your tax and small business questions to Chris and you will improve as well.
My experience with Mr. Whalen at his firm was excellent. As a recent graduate and self-employed artist, Mr. Whalen was very understanding and informative about my position. His advice regarding future financial planning and organization was very reassuring. I now feel much more well-equipped to handle my finances and taxes. Thank you, Mr. Whalen!
I recently had the pleasure of meeting with Chris Whalen. I was in a very stressful, short time frame situation. Chris took the time to meet me last minute on a Saturday. He completely put my mind at ease and rectified the situation. I cannot say enough about his professionalism and knowledge! He’s the best around....highly, highly, highly recommend!!!
Simply put, Chris Whalen, CPA is a BEAST! I approached him regarding an audit I had some years ago. He attacked my issue with fierce energy the second we got off the phone. There is a stigma when dealing with the IRS that makes you feel alone and powerless. Chris truly knows this and goes out of his way to make you feel like you have a spartan warrior on your side. I was pleasantly surprised with the outcome of our investigation and I would not hesitate to work with Chris again on future tax-related and accounting projects. If you feel confused, angry, and that know one cares, I suggest you give Chris a call. 5 stars do not do this Man justice. JUST DO IT! You won't regret working with Chris.
I recently engaged Chris as the CPA for my business and he has been wonderful to work with. He is very knowledgeable and professional. He responds to my concerns quickly and has made me feel at ease with all my concerns regarding the business. I look forward to working with him in all my business endeavors.
Did online inquiry about a tax question Chris got back to me within the hour. Very knowledgeable!
I reached out to Chris Whalen, CPA to open a discussion about my finances and was pleased with our conversation. He was very friendly and attentive to my inquiries. Our discussion was engaging as he provided his services, supported with his knowledge and acumen of the topic at hand.
I recently met with Chris Whalen and was impressed by his genuine character and how he is known to go above and beyond for his clients! I have confidence that he would share his mission of being the best in the world of client services with all he meets and assists.
I recently had the opportunity to meet with Chris through a mutual client. His energy are second to none. I can especially appreciate his willingness and ability to extend his vast accounting and overall knowledge of how to succeed to not only his clients but to networking, business and community groups that can recognize the value in seeking it.
Very professional service. I had a payroll issue and Chris promptly helped me out. I highly recommend and would definitely call him up if I ever need accounting help.
Chris is on point! He’s fast, informative and friendly. Thanks for the info and help, you’re the best.
Very helpful and professional, he immediately helped me with my questions and concerns.
I had a tax question regarding a real estate transaction so I sent a quick message to Chris. I was almost immediately contacted with Chris with the exact answers I needed. Chris could not be more knowledgeable and helpful. I highly recommend his services to anyone in need.
This guy was tremendous in his attention to detail on a simple question from half the country away. I am in Texas and had a question of concern for an individual living in New Jersey. We wanted to ensure we were handling things in a proper manner in being prepared for what we would encounter come tax time. Stand up guy! I'd give 10 stars if there were more.
I highly recommend Chris for all tax matters one might have. Being my first time using his Cryptocurrency expertise I'm without a doubt satisfied.
Excellent CPA with wide ranging and deep knowledge in his field. I highly recommend him.
I highly recommend Chris Whalen's services. He is highly detail oriented and very knowledgeable. He reviewed my particular business situation and provided me with a thorough analysis and recommendations for my unique situation and questions.
Chris was extremely helpful to me when I needed questions answered and needed them answered quickly. He is knowledgeable and listens well, understanding a wide variety of work situations. Highly recommended!
Chris has been a pleasure to work with and proven to be extremely knowledgeable. It's amazing how he is always available and always enthusiastic to help answer a question or offer some good advice. I've had a great experience and wouldn't hesitate to recommend his firm to a friend.
Honest, Knowledgable, Friendly, Patient, and Reliable are 5 descriptive words I would use to describe Chris. He’s someone I am very happy to recommend with the utmost confidence. He will do everything in his power to make you a happy customer. Very easy to work with and will make himself available to you and communicate along the way. Give him a shot, he’s 5 stars in my book and google seems to agree :)
Chris was readily available to answer our questions. He took the time to listen and understand our issue. His explanation for our complex question was clear and understandable. He made us feel very comfortable and we will definitely us him in the future.
I started going to Chris a couple of years back and it has been an amazing financial decision. Chris is courteous, professional and knowledgable all while being personable as well. He answers every call and if by any chance he misses it, he reaches back out by the end of the day EVERY time. I am glad to say he doesn't disappear when income tax season is over. He has helped me out with my real estate and business tax questions as well. I highly reccomend Chris' services to anyone!
Chris is exactly what I was looking for. Knowledgeable beyond accounting. I was looking for someone who knew not just about traditional taxes and accounting but about rental properties as well, and his knowledge exceeded my expectations and put my mind at ease knowing my finances are in good hands.
Chris quickly helped me answer a question related to registering as a foreign entity in the state of California. He is well respected by other referring business owners as well and is a really nice guy. Give him a call! ????
Had a great meeting with Chris discussing the benefits of utilizing a Delaware Statutory Trust (DST) for 1031 Exchange solutions.
Chris was outstanding! Professional, courteous, knowledgeable and downright genuine. When entrusting someone with handling your personal matters (in this case finances), it’s important that they take the time to learn about you as a person. Chris did just that. I highly recommended!!
Chris is very responsive and helpful! He is exactly what you need to get things done right and on time.
I am a small business owner with no knowledge on the new 2020 W4 form. So I searched on line and ran across Chris Whalen podcast. I text Chris to ask him if he could send me a copy of the sample form that is on his podcast. To my surprise my phone rang in less than 5 minutes. Chris not only emailed me the information I needed asap he stayed on the phone with me to confirm I received it and answered all my questions. Thanks so much Chris
Great customer service relationship, always available for a quick chat or a fast return email. Chris’s knowledge is superb, my wife and I rely heavily on him for business and personal tax information. We highly recommend him.
Answered my request promptly, was very satisfied with response. Very knowledgeable, will definitely use for my future endeavour.
Chris is awesome! I went to him when my taxes got a little more complex after becoming self employed. He’s quick, efficient, organized, and professional. I have a little more understanding now, and I feel confident that he’s handling my taxes.
Chris took the time to listen to my wife and I and answer any questions we had about our tax returns. He is true professional and clearly knows his stuff when it comes to his field. Would 100 percent recommend.
I came to Chris for guidance with my crypto business. He has been nothing but a pleasure to work with. His knowledge has given me a sense of reassurance that I've picked the right person. I am confidence in his ability to successfully provide me with the direction and support I need!
I hired Chris Whalen, CPA 20 years ago for retirement related tax planning and income tax preparation. He has worked closely with my financial advisor over the years and has been instrumental in my retiring AHEAD of time. Chris’ expertise goes well beyond preparing tax returns. Make a professional relationship with him for the long term. My family is very glad that we did.
My husband and I were new to the freelance world, just married, and just had a baby so were looking for an accountant to help navigate these murky waters. Boy are we glad we found Chris. From the very first meeting we felt we were in good hands. He is very personable, professional and clearly knowledgeable. Being a young family we have already learned a lot from his advice, he prepared our taxes (with minimal effort on our part) quickly and efficiently and we were pleasantly surprised with the outcome. We will be using him for years to come. Thanks Chris!
Chris and I were introduced after he spoke during a seminar I attended for my Real Estate Office, Heritage House Sotheby's International Realty. His knowledge of accounting practices, more specifically real estate accounting practices is impressive. My husband and I used Chris to file our 2019 taxes and he could not have been easier to work with. He was always available to answer our questions and completed our return quickly once he received our paperwork. He has helped me tremendously with organizing my business for tax purposes. I highly recommend Chris as your go to guy for accounting.
Chris has been nothing but a lifesaver. I would highly recommend his services to everyone. We came from one nightmare accountant to another and Chris was able to fix all the issues we had within days of us contacting him. His turnaround time is remarkable. Needless to say, we are extremely satisfied with his work. We can't be more happier! Very smooth process, Chris is extremely great to work with.
I hear about Chris from a You-tuber I follow. He was on one of his live stream last year for tax season to help out with a tax topic. I had a question about a few things I was unsure about. So, I sent him a email. He responded so fast, BY PHONE. It was a great interaction. Again this year I was unsure about something and shot him another email. Again, he responds fast and tells me to call him. On a Saturday at 5pm. What really impresses me is that he is willing to help people who are in a bind at probably the busies times of the year for him. 5 stars doesn't even do this man justice. He's awesome! Thank you for helping out Chris. Not many people out there like you anymore.
It is an absolute pleasure to work with Chris. He pays attention to details and has treated my wife and I like we are his only clients.
Mr. Whalen was very knowledgeable and extremely helpful. He was personable with a down to earth approach addressing tax issues. It was a pleasure working with him.
Great experience, quick turnaround and always answers questions. Will be back!
Chris is great! He took the time to review things with me and put me at ease! Thank you Chris!!
Great guy he make tax for business easy to understand and he works with you on your taxes.
I came from Jackson NJ driving 45 mins to the best CPA in Monmouth County. I highly recommend Chris Whalen services and believe that once you walk into his office you will receive the best service and will be satisfied.
Exceptional service. Professional and knowledgeable staff. I highly recommend Chris Whalen, CPA firm for all accounting needs.
Outstanding service from day 1! I was looking for an upgrade in service and Chris exceeded all expectations. Professional, accommodating and thorough sums it up for me. Customer for life here!
Our income taxes this year included a NY state estate sale. As we usually do our taxes ourselves, we quickly saw that we were in above our heads. We found Chris online and are very happy we did. Chris was knowledgeable and had experiences with filing NY State estate income taxes. He responded to our text, email and phone calls quickly. He always had time for our questions and had the answers, he kept us informed on the status of our return and had our taxes done in no time. We highly recommend Chris.
Chris is no nonsense/get the job done professional that doesn’t miss a beat. He knows the law inside and out. He’s the type of guy that people are talking about when they say “ I have a guy”. He is your guy - best.
Chris pays great attention to detail and he is always available for his clients! Highly recommend!
I had just moved to the area and did a search for CPAs in the area. I came across Chris and decided to meet with him. After our meeting I decided to have him prepare our tax returns and I am very happy I did. My wife started a home business last year and Chris made sure that we took advantage of every deduction possible. He provided us with worksheets to make sure we got all business and home office deductions. I would certainly recommend using Chris for any tax prep needs.
Chris is an amazing tax professional. I have been filing my taxes with Chris for the past 3 years and I cannot recommend him enough. He always finds time to connect on the phone to answer all my questions and always goes the extra mile to make sure our returns are executed properly and on time.
Last minute needed a quality CPA to do my 3 state complicated return while working in another state. I did my research and found Chris Whalen. I explained my situation to him and told him that I was flying back the very next morning and needed immediate assistance. That same afternoon he squeezed me into his busy schedule and we sat and discussed my complicated situation. One week later my problems were solved. Chris did an excellent professional job with my tax preparation. He supplied me with several options to file with detailed explanations. Based on my experience I would highly recommend Chris Whalen CPA in Middletown, Monmouth County, NJ
Currently, I am working with Chris on both my 2019 Return and on starting up an LLC. Chris is fast AND efficient! What I appreciate most is that he responds to questions immediately via any mode of communication any day/time of the week. I like that he is Tech savvy as well!
Chris was recommended by a neighbor. I had a problem with my TurboTax program and called him to ask if he would help. Met with me and solved problem. Very knowledgeable and just a great guy. If I need an accountant in the future he would be my first choice.
Our accountant recently retired and we found Chris and could not be happier. He took time to meet with my wife and I to thoroughly review our prope returns and was responsive and informative with all our followup question .
I have known Chris in a professional capacity for 25 years. he has handled both our personal and professional accounting matters. Chris is responsive, knowledgeable and extremely competent. I highly recommend him as qualified and experienced CPA.
Chris did great job with our taxes. This was the first year we used his services. He asked questions during the process, which lead to us taking deductions we qualified for, but didn’t take in the past. His consultation was more thorough than with prior tax accounting firms.
I am a Canadian citizen living in NJ and I had a problem with Canada Revenue tax forms to fix. Chris contacted me in less than 1h after my message on the Web site and gave me an appointment same day. He helped me with Canada forms on spot and I am very happy with all the support received. I highly recommend Chris Whalen for all tax return problems US and Canada. Thank you!
Chris is very responsive and professional in his dealings with his clients. He’s done our taxes for several years now (after I tried doing my own). We are very pleased with his work. Chris is a man of his word.
Believe all the excellent reviews. Chris is as advertised. He is knowable, professional and easy to work with.
Chris knocks customer service out of the park. I knew I had picked the right CPA within minutes. One of the best decisions I ever made. I found Chris Whalen via a banking professional at my bank, mentioning him. And also a fellow NJT rider on the train speaking highly of him. I had been given a few other names to check out from banking professionals and friends. But i did my own research. Im always a hard sell. Well I can honestly and Comfortably say....It was one the best decisions I’ve ever made. He is a consummate professional in all aspects. He actually cares too. Which is very absent these days, from most professions. He did two tax returns for me this year. Mine and a parent’s. I have used a chain location tax preparation company in the past. There is no comparison. Chris actually made me feel like I was his only client. He gave me his personal cell phone number. And claimed he’d answer it anytime of the day. This in addition to having NO land line in his personal office. He takes all calls himself. On “his” personal cell phone. Well.... as hesitant as I was. The day after I had my initial meeting with him. I called him at an obscure, after business hours time of the day. Not only did he answer. But, he met me at his office 15 min later. Chris is gonna charge more than H&R block. But, you get what you pay for at his firm. In my words. I’ve always said “I”get paid for what “I” know, in addition to what “l” do. He falls into this category as well. My tax preparation took exactly the time he said it would. His knowledge of the tax codes and every obscure question I asked was answered thoroughly. And in a demeanor that didn't make me feel inarticulate at any time. And from the first day when I left his office. I felt the same as I had, when I had just left My lawyers office for the first time. (of whom I only needed his services twice in my life). This was the feeling of relief or contentment. Knowing I picked the right CPA professional for the job. I would highly recommend him to any of my friends or relatives. Once again, Chris Whalen is an excellent CPA and it was an excellent experience for me, to have “Him” in “MY”corner.
Chris is the real deal! He gives you his time to explain things and works hard to get things done, he is also a fantastic resource to a small business owner like myself.His tips and insight on how and what to do to build your business and make sure that you are accountable are invaluable.I can't recommend Chris enough so if you need a tax or business question answered make sure that Chris is your first (and probably last) call.
My experience with Chris has been one of above and beyond what is expected of an accountant. He is courteous, respectful, and professional. He is never to busy to take your calls or answer an email. He gives you his full attention I confidently recommend Chris for your accounting needs. You will never regret working with Chris Whalen!!!!!
Extremely thorough with his preparation, and very willing to sit down with you and explain why it is what he did. He has a great personality and work ethic to match. I am COMPLETELY satified with Chris's services. If you give him a try, you will be too.
Called Chris in regards to the NJ Renter Tax, he did an incredible job clarifying the law and answering my questions. Highly recommend!!
Chris was so knowledgeable and helpful. I highly recommend him to anyone looking for a competent, smart, affordable CPA.
Chris is easily the guy to go to for your tax questions and needs. He was very informative and you can definitely tell he was trying to help me out as much as possible. 10/10 would recommend his knowledge and service!
Chris called back very quickly even considering the lateness of the hour that I contacted him. Very knowledgeable about the situation and what I was looking for.
So glad I just spoke to Chris its 9:00 pm Sunday night and this man has answered his phone and has also agreed to help me find info on my particular situation. I can actually see some light at the end of the tunnel now. Thanks Chris.
Chris was so helpful answering all of my questions!
Chris, went out of his way to put my mind at ease in today's world of financial uncertainty! He took the time to answer each question I had and explained them to me in great detail if I did not understand. I contacted him in the evening and he got back to me right away! I definitely recommend him to my family, friends, and colleagues!
Chris was helpful an professional. All questions were answered promptly with knowledge. Definitely reccomend
Chris was patient with all my questions and was able to give me advice. He is extremely nice and answers all questions in a timely manner.
Chris's advice has been really helpful during this time of so much confusion ! I really appreciate his help and I look forward to listening to his pocast.
Chris recently had a FB post about small business and the governments stimulus program that was interesting, helpful and very informative. I decided to call Chris and he answered my questions and was extremely helpful. When it comes to small business and NJ Tax, Chris knows his stuff.
Chris is an amazing help at such a devastating time an all the time! Thank you so much Chris I look forward to us continuing this new business relationship!
Chris is highly knowledgeable and always responds to my questions within minutes. Even after years of lost contact, he remembers me and is happy to help at the drop of hat.
I have been doing my own taxes for a long time. i would dread April every year until my financial adviser told me about Chris. This turned out to be a great decision. Chris has done a wonderful job for my wife and I.
Returned my email within the hour. Showed me a way to resolve my biggest problem for free! Knowledgable and for a tax guy, fun.
Chris, I can not thank you enough for the information you had given us a Weichert regarding financial assistance that is out there for realtors. You were so insightful and answered everyone's questions and even concerns. I know you made me feel so much better about my financing over the next several months. I'm sure I will be contacting you for further advice and guidance. Thank you again for your incite and expertise.
Chris knows his stuff and is very helpful.
very professional! Helpful, patient, and informative.
I wish I could give him a billion stars. I am a realtor and he gave a Zoom(virtual) seminar that I watched last week. I have never experienced a seminar that has left me feeling more knowledgeable. He was personable, easy to understand, comprehensive and humble. I never felt like he was talking down to us. All without being too wordy . A couple of days later I thought of a couple of questions and emailed him. My phone rang a couple of minutes later. It was him answering my questions. That kind of responsiveness is unmatched in today's world. My brother is an accountant and he takes care of my taxes, etc. However, if for any reason he can't, I will be calling Chris. Keep up the good work.
Chris was very helpful and very knowledgeable for the questions and concerns I had. He put my mind at ease.
Chris was very knowledgeable, Answered all my question and in my opinion an all around good guy period.
I heard Chris speak on a podcast and was very impressed with his knowledge business and all the every changing stimulus package options. I had a call with him the very next day and took time to walk me through all the options I could take advantage of. I'll be working with him in the future for sure.
Chris is our Real Estate Broker’s “go-to” person for information and clarity on all tax related topics. Chris is easily accessible and always happy to help. He is a valuable resource!
Chris is great! Very knowledgeable and gets right to the facts and important feedback.
Chris is extremely helpful and knowledgeable about the needs of small business owners, and knows how to navigate the small business loans and programs offered by the government right now. Call him! He has answers and he answers the phone!
I discovered Chris online and he was extremely professional and informative! He was urgent and responsive, even in the midst of this madness period we are in. Outside of his professionalism, he was energic and had a very easing going personality and my feeling within 5 minutes, was one of trust. Just knowing the little bit of information I know about him, this is someone I believe those in our community should support. Thank you very much, from France. Looking forward to further communication.
From the way Chris answers the phone, to his helpful direction, it's a pleasure to speak to someone who has the answers. He knows his business and then some. A must talk to, then you decide.
Chris, Thanks for taking the time to walk me through and de-mystify these very confusing online forms, and for being so on top of it. Keep up the awesome work!
Thank you Chris for responding back to me so quickly and answer a few questions I was curious about. You and couch need to link up again that was a great podcast.
Chris is extremely knowledgeable and responsive 24/7. He is passionate about his profession and always ready to help whether the situation is easy or difficult. highly recommend!
Chris gives excellent advice and will help anyone without concern for his own pocket. I recommend him to all looking for a hard-working straightforward account.
Chris Whalen's knowledge will help guide you in the most efficient, valuable way possible given your circumstances. It is rare to find a CPA so dedicated to his work!
Chris is very prompt and does a great job working through the details of our returns. He also offers strong advice. He does a great job at taking the pain out of an otherwise stressful obligation.
Chris is the MOST HONEST, ETHICAL, PROFESSIONAL PERSON, I KNOW. Besides that he knows Tax Law, like no other, ALWAYS available to take a call, even if there is no advantage to himself, which causes EVERYONE to want to pay him anyway, because he builds TRUST. Call Chris, he is AWESOME
Chris was extremely informative with what Realtors should be doing during this Covid 19 crisis. Chris was able to answer my questions and give me advice. Thank you Chris!
I have been reading Chris's newsletter for a long time, which is great because it is only sent every week or two. I contacted him about a tax question and was very pleased with his personal follow up.
Chris is a true professional with level headed advice during trying times for all of us. He presents it with a consistent easy to follow manner that makes sense. I would most highly recommend Chris for any of your tax/financial questions.
I had an opportunity to confer with Chris about some pressing tax matters. Chris was quick with his reply and willing to share insight without hesitation. Chris' conclusion and advice were intelligent and spot on. i highly recommend Chris. He has a great deal of knowledge and is an honorable man.
I would wholeheartedly recommend Chris Whalen, CPA for all your professional tax and CPA requirements. Chris's professionalism and knowledge base about commercial & residential real estate along with international tax obligations - is unsurpassed in my opinion! Chris is one of the most technically skilled CPA's I have ever met, he was able to quickly ascertain our situation and make financially sound recommendations for both our business and personal tax returns. Whatever your financial concerns or issues are, Chris will help put your mind at ease. Again, a truly great experience dealing with Chris. Thank you so much!! Like Share
Chris is very informative and readily available to help! He takes the time to explain everything and gives good guidance!
I attended a webinar with Chris as the quest speaker he was absolutely great with answering all the questions we had. Very knowledgeable and up to date on all the programs being offered.
I met Chris Whalen at a virtual company office meeting. Glad I logged on. Chris was extremely helpful. Emailed him just recently looking for advice and he responded immediately with easy to follow instruction. Doesn’t get much better than that!
Chris takes personal service to a new level. His response time is incredible and he provides valuable information that empowers me to make good decisions. Any time I have questions or concerns, I never hesitate to send a quick email, or pick up the phone and call Chris for guidance.
I've attended 2 of the seminars that Chris Whalen has done for real estate agents. He is very informative and open. I felt comfortable emailing him with a question about covid benefits and he responded quickly by called me to discuss my question in detail! He was easy to talk to and I felt confident in his information and I'll be following his recommendation. Thanks Chris for being there for us realtors!!!
I needed my Return Expedited. Even though I was a new client Chris worked diligently to help me get my Returns filed ASAP. Thanks Chris!
I highly recommend Chris. He is very knowledgeable and easily accessible. Thanks Chris for you time and for your guidance!
Chris' podcasts are excellent and very informative. He and his firm are very responsive to your questions.
In 2018 We had a very complicated tax situation so I couldn't do the taxes myself. We looked on line an found a number of different firms. I called Chris and we felt that he was the best person to handle our taxes. It was done in a timely fashion. He always returned my calls in a very short time. Instead of going back to doing my own taxes, I contacted Chris again because of the excellent service I received last year. It was another great experience. Chris reminded us of a missing document and other potential savings. I highly recommend him to handle your tax returns as well as other accounting services.
Chris responded quickly to my inquiry and clearly answered my questions. Thank you!
Great service and very knowledgeable! Would highly recommend!
I am a small business owner who is in the midst of the PPP Loan Program and had a few questions about the process, as well as looking for some answers regarding an issue I was having with my lender. While doing a search online, I found a video that Chris Whalen had put up on YouTube regarding the PPP Loan Program. After watching his informative video, I sent Chris an email outlining some of the specific concerns I was having. Within a very short time, he reached out to me with an email to follow up, in fact we ended up speaking over the phone. Chris was able to provide me with a lot of useful information along with some exact guidance that was extremely helpful. This was very reassuring and helped to relieve some of the anxiety I was dealing with regarding this process. If you are looking for a knowledgeable, hands on CPA, that will work with and for you, I would highly recommend Chris. He is very informative, professional and I’m sure he would look forward to assisting you with whatever accounting needs you may have.
Reached out with a question, Chris responded and was helpful. Very appreciative to get the accounting advice.
I emailed Chris on a Sunday night with a quick question regarding PPP and to update him on my status. To my surprise he called me within a few minutes to discuss further. I highly recommend Chris for all your accounting needs.
I was upset, not being able to file and submit the new unemployment application and have been freaking out over money, the virus, and our future! I read the blogs Chris went to my email, and on a lark, I submitted a question describing my frustration and inability to help myself. it was after midnight on a weekday when I read his email and sent him a reply. He didn't know me from Adam, yet he surprised me beyond belief! I got a phone call the next morning from an unknown number. I hesitated because early morning or late night phone calls can be bearing bad new! iT WAS CHRIS! He called to advise me, walk me through the directions after he sent me the email link to apply for the state unemplyment AND the Federal disaster relief websites. He assured me it may take some days because the system is so over whelmed. He walked me through all I needed to change on my application because I am retired and have a disability and have to file a certain way. It's like he was an angel! I told him the night I reached out to him, I had been awake for days unable to sleep for worry about bills, and my financial future. Even tho it may take some time, he explained what I needed to do in a calm, logical and caring way. Not words I usually use regarding financial peeps! He is a golden needle in the straw haystack of nonsense regarding financial fallout impacts from this virus. I am glad I was able to connect to someone so knowledgeable, kind and patient. I have a new lease on my emotional life during this awful time, and it was because one man cared enough to answer the email from a panic stricken old lady! He is a breath of fresh air in the craziness facing us daily. Thanks for being you, Chris. You made a huge difference. and it really matters...to me. God bless you. Mrs. Lee Summers
I used a CPA in another state for several years, then earlier this year I decided to look locally and found Chis Whalen, CPA, and am very happy with the results. Chris was very professional yet friendly and responsive and took a real interest in my finances and ways to improve my tax returns. I highly recommend Chris to anyone looking for a CPA who cares about his clients.
I am an attorney and recently had the opportunity to speak to Chris regarding the implications and requirements of the Covid 19 Payroll Protection loans/grants. Chris’s knowledge of the program was enlightening and helpful. He is a resource I would look to again.
Chris is a wealth of knowledge which is a blessing during these very difficult times. He is quick to communicate and a pleasure to work with.
Chris is extremely responsive and knowledgeable. I would highly recommend Chris for all your accounting needs!
Responsive and very knowledgeable. Thinks outside of the box not just plug in the numbers type of CPA. Very hard to find someone who is on top of his game. Glad i was introduced to him.
Needed to find a local accountant and started asking around for suggestions. Came across Chris Whalen and called to inquire. From our initial phone conversation I was impressed with Chris. I immediately made an appointment and went into his office. I will never need to look any further. Chris was informative, courteous, knowledgeable, and professional. I would highly recommend Chris for any and all accounting needs. A true professional and a very nice person to deal with.
Chris is fantastic. I was referred to him from a friend . He answered all my questions and called or emailed me back immediately. With COVID 19 , he has been emailing information to help his clients. I saw a posting from him, had a question , filled out his form and he got back to me the next day. I highly recommend Chris . I met him once to do my taxes and he has treated me as if he has been working with me forever.
Chris Whalen was wonderful to deal with. He was responsive and helpful. Answering my questions made me feel comfortable knowing that I was speaking to a knowledgeable professional.
Chris was quick to respond and answered all of my questions. His podcasts keep me well informed about what's happening with tax changes and more. Highly recommended.
Chris is very professional, always in the know and keeping his clients on track with updates, podcasts and emails. He will get back to you asap and answer all your questions! Would highly recommend Chris for all your taxation needs!
Absolutely wonderful experience! Chris Whalen is the best around!
During so much uncertainty and so many changes, Chris took the time to answer a few questions in a detailed, professional manner providing me with clarity and comfort. You can tell Chris knows his business, cares about the customer and is going to work hard for you the client. I GIVE THE HIGHEST OF RECOMMENDATIONS FOR KNOWLEDGE, RESPONSIVE SERVICE and HIS HARD WORK AS A CARING PROFESSIONAL!
Chris was recommended to me by a colleague. He responded to me within the day & was very knowledgeable about how to handle my situation. I had some ideas and solutions sent to me during our conversation. 5 stars for sure!
Chris Whalen was easy to contact, responded quickly, and provided services on time. I recommend hiring him as a CPA.
Mr. Whalen is very knowledgeable and professional. I am a single person LLC and had questions about my PUA benefits and how to respond to a recent e-adjudication I received from the state. He was able to answer based on his experience with similar clients and tell me what I could expect going forward. I would recommend him highly.
My experience went very well ,he was very informative and helpful . Saved me a lot of time and was very professional and respectful. I will absolutely be recommending him to friends . Thanks again ??
Chris was personable , knowledgeable and helpful . He gave us great information !
Chris has been a guideline light for me and my two sons, both are small business owners in Denver, CO. His total understanding of the SBA/CARES Act turned this very confusing process into a manageable understandable situation. Why does Chris go out of his way to help some folks thousands of miles away? He does it because he is a true PROFESSIONAL.
Simply put Chris is amazing! he's definitely the the guy to talk to if you have questions and need help. For us the most important thing was finding someone who is responsive and on top of it when we have a question or need advice and guidance and Im super please with how quick chris gets back to me every time I have a question regarding anything related to the business or our financials. He's very helpful is telling us all the tips and tricks when it comes to accounting, book keeping and tax prep. He helped us structure our business and track all of our financials and stay on top of write offs and things we can expense and I would HIGHLY RECOMMEND giving him a call and working with him as he is very professional and easy to work with! 10/10 would highly recommend! Thank you chris!
Chris was such a big help. I had so many unanswered questions. By the time I got off the phone I was confident in how I would go about my situation. Also I was very nervous to call about sugar baby income, but he welcomed me with open arms, and no judgment. I was comfortable talking to him about everything. I’ve also noticed a lot of sugar babies are put into shady situations they might not be aware of, so it’s highly important you speak with someone who has experience. He will break everything down for you step by step, to make you fully understand. He is super kind, patient, and is great at what he does. If you’re a sugar baby and need someone to speak with for advice about how to go as far as being a sugar baby, I would recommend giving this man a quick call. Thank you Chris, I will definitely be calling you back to do business with you again :)
Chris was available to answer several questions for me regarding complicated issues. He is very knowledgeable, I'd recommend him.
I highly recommend Chris Whalen, CPA. Chris is very professional and responsive to all calls, text and emails. I am in business as well and it is very important to be able to contact your CPA when you have questions and receive a timely response. Chris Whalen, explains everything in detail and is very easy to communicate with. Chris Whalen's office is in great location with a parking lot which makes dropping off paperwork very easy.
I had a question about SBA loans, Chris called me right away, answered my questions. Highly recommended!!! ??
I had a question about gifting stocks that were at a loss and what stock basis would go to the recipient. Chris was patient and what I thought happened was not the case. My old basis would go the recipient and how that was advantageous for the recipient if the stock recovers. I'd thought the basis would change to the market price when the shares were transferred. He made it very clear. This was just an initial call out of the blue b/c I watch his youtube videos and his explainers on the tax code changes. All good stuff. Highly worthwhile watching.
Chris is very energetic and passionate. He remembers your name after talking to you once. He is knowledgeable and is always willing to help! So good to get to know him and I believe my clients will be benefit from him too!
Chris is a first-class expert on financial and accounting issues for Real Estate Brokers and Agents. I have seen several of his presentations through my MLS, and I always learn new information which is invaluable in the practice of Real Estate.
After spending hours online trying to find answers. Chris was excellent getting me with the correct answer in a matter of minutes. As a real estate agent there are so many new rules and regulations it is great to have a professional to rely on.
Mr. Whalen is extremely professional and always makes himself available for his clients.
Chris is very knowledgeable in his field and always willing to help out and has the correct information to share with his clients.
I had contacted him regarding a business matter I wasn’t sure about and wanted to get a professional opinion before I dived into a commitment and Chris was just so helpful! So full of knowledge and very professional! I will always go to him from now on for business matters. Definitely reccomend!
I reached out to Chris concerning questions I had with regard to the PPP and EIDL loan programs. I was referred to Chris by someone I’ve known for 30 years who is a commercial loan specialist. He said Chris was extremely knowledgeable about those loan programs and recommended calling him. Chris responded almost immediately and I did, in fact find him very knowledgeable. He answered all my questions and gave me great advice.
Chris is very knowledgeable and helpful. I had a sudden, urgent question pop up that I needed clarity on and Chris was very generous with his time and professional in his response. I'd highly recommend Chris for your CPA needs.
Working with Chris Whalen regarding our taxes was a pleasure. He is very knowledgeable, professional and thorough. He was able to simplify complicated tax situation and lower our tax consequence
I have been scouring the web for information since my CPA is so difficult to reach. I stumbled across Chris' page, called and he answered on my first call. He was very happy to answer a couple of questions and knowledgeable in the current CARES Act and the affect on businesses.
Chris was very professional and responsive regarding an inquiry related. I posted a questions on his sight and he responded back via email and surprisingly he even followed up with a phone call, which a rare these days. During the call he was very pleasant and knowledgeable in addressing my concerns. I will defiantly reach out in the future.
Chris was kind enough to answer my question about capital gains tax over the phone without charging me. I am not even a client. If I ever decide to stop using TurboTax I will definitely hire him!
Chris is a fantastic! Not only did he help me with a rush on getting my taxes done, he is a true consultant and advisor. I am a business owner starting to get involved in real estate and Chris was able to share a wealth of his knowledge with me as well! Very happy with his services.
I reached out to Chris through the contact portion of his website and he responded almost immediately. When we spoke, I was a bit anxious and bombarded Chris with a ton of questions. He made sure to answer all my questions and I found him to be very patient, polite, and knowledgeable.
Exceptionally responsive, knowledgeable and always has clients' best interest in mind!
So many things i can say about my experience, but i will just sum it up with the word Clarity . Being young, in the entertainment industry can get very tricky when it comes to taxes. Chris is patient, knowledgeable, and extremely informed. He provides information that you can understand & you can feel confident in. Thanks again! And i 100% recommend his services to anyone who is reading this message! God bless.
Excellent knowledge of the PPP program including the forgiveness process. Very responsive to inquiries.
I strongly recommend Chris Whalen’s accounting firm if you’re looking for a knowledgeable and responsive professional that is actively developing expertise in new guidelines to better serve his clients. I switched to Chris’ firm after years of frustration with a mom and pop accountant that simply didn’t understand how businesses work. I look forward to continue working with Chris and consider him an extension of my team going forward.
Chris responded to my inquiry very quickly! He was very professional and answered all my questions with honest answers. I appreciate that he told me all the fees upfront when asked. I'm new to the freelance world and it is quite confusing, but Chris seemed knowledgeable and ready to help me.
I found Chris from an associate after taking my last bath from my previous accounting firm, I couldn’t have been more pleased with the recommendation. My first consultation went excellent and he was on the job! He requested all the correct documents, asked all the correct questions during the first meeting and was attentive to my concerns and addressed them as well. His services were stellar and completed with a 5 star review!!! I Highly recommend Chris. ?? ?? ?? ?? ??
I had posted a question on Chris' website and he texted/called me back immediately to answer/explain. Thanks for being so responsive!
Chris is the BEST! He is super responsive and will usually reply within the same day. I had been foolishly doing my own taxes with Turbotax for years and Chris was able to save me a bunch of money on taxes this year. He even accepted me as a client just a week before taxes were due. I was referred to him by a real estate colleague and I can't recommend him highly enough. If you are a business owner or self-employed professional then you need a highly knowledgable CPA like Chris to help you.
Chris is extremely responsive, knowledgeable, and makes the process as simple as it can be. I highly recommend his services to everyone.
Chris was super responsive and very professional. I really appreciated that he took my call right away and was able to give me the answers that I needed. Thank you for your help! :)
Chris Whalen is the best! When I needed his help with something important and time sensitive he called me right away and easily helped me resolve the issue. He is knowledgable, responsive and very friendly/easy to talk to! I would highly recommend Chris.
Chris is a professional entrepreneur, not just a CPA. I didn’t realize one person could embody so much business knowledge and tax expertise. Most importantly he genuinely cares about you and your family, not just your business. I now know what being under The Whalen Umbrella means.
I contacted Chris via text with a question regarding the tax implications of the sale of my property and he responded literally within minutes and provided valuable advise to my family! He was responsive, professional and just an all around nice guy. Would highly recommend!
Chris was very quick to return my phone call and very willing to answer questions!
Great experience with Chris ! Chris was extremely responsive and contacted me right away when I had multiple questions - he is very professional and really knows what he is talking about. I for sure will be utilizing Chris for all my accounting needs. Thanks Chris !
Initially I was introduced to Chris while stumbling upon a very informative 2020 podcast. I learned more during his podcast about issues we are faced with today than I have doing research all year. Now, amidst the Covid Confusion with PPP, stimulus checks, income tax requirements, Cares Act and everything else associated- Chris explained everything concisely and to the point. I know Chris will be worth every penny and probably save us a bundle when doing our next tax return! Highly recommend
Mr. Whalen was recommended by a co-worker dealing with similar tax issues. After my husband and I were strung along for over a year by another firm, we brought our tax problem to Chris. He was a breath of fresh air as he listened to all of our concerns and helped us find a solution that worked for our family's situation. He treats his clients as individuals, with each solution tailored to the client. In addition, he is very down to earth and not condescending, like other experts tend to be.
Chris Whalen was very helpful and had lots of patients explaining everything. I had a few questions that were quickly answered in a professional manner. If you have any questions about taxes give him a call he is sure to pick up and help! Responds very quickly and gets straight to the point of what you need.
So impressive and responsive!! Just the best there is!
I got a letter I got in the mail asking for my business to pay $160.00 or I would be fined. Thankfully Chris posted an article about this letter and saved me from going through with the scam. I immediately wrote him an email thanking him for posting the blog and hoping he can be of service for all of my newbie questions. He was extremely friendly, helpful, and responsive. As a new small business owner I am looking forward to his help in the future!
I was referred to Chris Whalen and I am completely satisfied. He is passionate, detailed, very responsive and very thorough. He made the process super easy and stress free for me. He answered every question I had and he still answers every question I have. He took his time to explain everything to me and he got it done in a timely manner. Definitely someone you want to have on your team, thank you again Chris!
He was very helpful and nonjudgmental. I felt very comfortable talking to him. He gave amazing advise and saved me from a lot of problems in the future!
If you’re in need of informative resources and expertise than Chris is definitely your guy! He was so responsive and ready to answer any and all of my questions. He’s ready to make information & guidance accessible to you, without any judgment / attitude towards whatever your questions / needs may be. Highly recommend!
Quick response to my inquiry. Is very knowledgeable and provided good explanations and alternative choices to my situation.
Excellent service on filing my taxes!
As a professional creative, administrative and accounting are often on the back burner. Chris worked diligently with our agency to prepare and file our returns, assisted us with PPP and brought order to the chaos. Highest recommendation and will definitely return to Chris, as needed. Daniel Hornecker Owner/Founder Public Image Unltd.
I just had a great consultation with Chris, he was very informative and helpful. He even gave me suggestions on banking. Thanks!
Chris Whalen was very professional and understanding. He explained things very clearly and offered great advice!!
Chris quickly responded to my consultation request, answered all of my questions and provided valuable and knowledgeable information regarding managing income tax on my small business.
I like that Chris is great with his services and he’s a professional I’m glad he helped me with my onlyfans and he’s a great CPA
My SBA covid loan was in disarray and I feel extremely fortunate to have found Chris online from North Florida. His professional guidance and service saved us thousands of dollars. My advice: HIRE CHRIS WHALEN
I haven’t hired Chris yet, but he made me feel comfortable and heard when addressing my concerns about filing taxes as self employed. He was to the point and very thorough.
If you want an immediate response to a question or need advice, Chris Whalen is the person you want to contact. I sent an email to Chris asking a question and he immediately got back to me by phone. Can you imagine a phone call, a person to person conversation, well that's what happened. Chris explained some things I needed to hear and answered my questions. I am thankful and really appreciated Chris' quick response.
I was referred to Chris Whalen by a Monmouth County realtor who recommended him as a CPA with great expertise in realty and estate matters that could guide me on tax issues regarding the sale of my Mom's house as the executor of her estate. In one short phone call it was evident that Chris is in fact an expert in these tax and estate issues, and he provided clear answers to my questions regarding the cost basis of Mom's house and on filing the 1041 tax forms for the estate. Chris was extremely helpful and generously answered my questions as a courtesy consultation, and I would confidently recommend him, as my realtor did for me, to anyone needing CPA services. Thank you Chris!
He was very informative and helpful he did a great job i highly recommend him
He helped me out lots with all my income questions. And helped me figure out how much I need to save each month. Amazing service
Very professional. Always available to answer questions with reliable and accurate info. Highly recommended to others.
Chris is incredibly helpful and can ease you through anything. He helped me in my time of need and with such grace and encouragement, exactly what anyone would be lucky to experience for themselves. Go to him for any of your questions!
Chris has been my accountant for several years and is great at what he does! He is very responsive, fair, and makes sure every avenue is appropriately considered for the best possible outcome. Highly recommend.
Chris was excellent to work with. He was incredibly diligent in helping me establish and file for my new business. I am thankful for his breadth of knowledge and his prompt responses to my inquiries. I feel confident in starting my business because of his expertise and professionalism.
Chris has gone above and beyond for me and my company. I cannot thank you enough for all your help and support.
Chris was extremely helpful and answered all of my questions. I found him through an article that he wrote, which gave me a lot of information as well. I’d definitely recommend him ! Thank you again for your help ! ??
Chris offers the perfect combination of expertise and responsiveness. He's well versed on the law and practices, is a problem solver, and is so easy to work with. If you need help with your business, Chris should be your first call.
I spoke with Mr. Whalem regarding a tax issue. Not only did he answered my question but he provide me with articles and links to support his answer which was extremely helpful to my case. Mr. Whalem was very professional and helpful. I recommend him highly and I will guarantee you that he will resolve your tax issues.
If you are looking for an accounting expert Chris Whalen is the one! Highly organized and knowledgeable, Chris pays attention to all details. He is credible and perfectly understands the field. Chris Whalen is an indispensable professional who plays a vital role in my family's business. You and your business are in great hands when you work with Chris.
I found Chris online when researching a specific tax question for which I was unable to uncover an answer. Chris called me the same day with a clear answer and gave me the direction that allowed me to move ahead. Excellent service and expertise.
First experience working with Chris and it was a great one. Excellent communication, knowledgeable, was able to answer any questions I had and explain why. He turned our tax returns around within promised timeframes. All around 5 star experience!
I call for the state of Florida, Chris he help us out in less the 1 minute with a W9 form. definitely I recommend Chris.
Chris is a great resource, both for accounting and for referrals that I know I can trust. Always reliable and responsive.
Extremely understanding, accommodating, and professional. I really appreciate how he patiently explains legal concepts in layman's terms so it's easier for me to grasp, and how he's passionate about stopping misinformation and meeting your needs. If you're looking for someone dedicated to helping his clients feel capable and empowered, I would highly recommend his services!
barely have experience with him yet but I can say he is so very helpful and fast to respond to questions. made everything feel easy and attainable. he gives you confidence in your situation.
He’s extremely knowledgeable. Was very straightforward and extremely friendly, polite and thorough with his explaining of things I was unsure of. Highly recommend his services!
I contacted Chris to resolve an old tax issue. He has been very responsive and will usually reply within the same day. I think we have the issue under control and I'm looking forward to working with Chris from now on. I was referred to him by my financial advisor who said, If you want the BEST, contact Chris! and she was right, as usual.
Mr. Whalen CPA Had Helped Me With Some Issues With My Business What A Professional Well Educated & Responsive; He Took The Time To Listen To My Issues.. With His Utmost Expertise Chris; In A Timely Fashion At Best! Helped Me Resolve My Issues.. Highly Recommended CPA Firm Here In NJ!
I had reached out to him late at night and he responded right away. He was quick to give me his email and answered all my questions and concerns. Thank you so much.
Chris is amazingly responsive and offers to step up when you need him. He is efficient and wastes no time in getting to the point and executing well. I highly recommend him.
Chris assisted me with my business formation. He worked with the state directly to resolve issues with the business name approval and at the same time provided daily updates. Amazing service. He's always available to assist or answer a question. For the first time I'm actually looking forward to to tax season!
Had a complicated severance issue which I could not handle on Turbotax or any of the software platforms. Called Chris and reviewed the issued, he understood it and we agreed on a solution. I did not want to deal with one of the local firms parading as a financial advisor. I did not want a part time employee at HR who knows less than I do. Glad to have a local pro.
Wow, ready willing and able to be of professional help and support, right “on the money” with sound advice. Chris was great!
My mother and I just acquired a rental property for which we had many questions- Mr. Whalen was able to answer every single one of them in one call. What would have been an extremely complicated and confusing transition into property management was made so much easier with Mr. Whalen's help. I highly, highly suggest Mr. Whalen for all things rental property, account management, and accounting in general - 5 STARS! Looking forward to working with Chris again soon!
Chris knows his craft. First and foremost, he saved me and my husband money on our tax return. Second, he listened to our concerns and had the answers we sought. Third, his communication style is EFFICIENT --he gets back to you right away-- and EFFECTIVE: he can explain complex tax matters simply. I have already recommended Chris to my friends and family. (P.S. His podcasts are great too!)
Explained everything perfect for me :) thank you!
Chris is an outstanding tax professional. He gives sound advice and returns your calls promptly. Honest and hardworking!
Talking with Chris Whalen was very informative! He definitely knows his work and is extremely kind and truly cares for his clients. I’ll be sure to contact him about anything else I may need in the future!!
Chris did a wonderful job in answering a difficult tax question on the NJ Tax Withholding for an out-of-state Seller. His response was i,,ediate and fully informed. Thank you Chris for the fine service.
Chris gave a talk on real estate that was spot on! When I called for more advice (free of charge, by the way), he was more than happy to provide. Great resource and quick response time. Highly recommended.
Details to fill out the W-9 were extremely straightforward and easy to read. While on the phone discussing deductions and which forms will be needed he was exceptionally professional and used language that was easy to follow and understand.
Chris is an accountant that you can trust and know you are literally in good hands. He makes sure he develops relationships with his clients where he finds out all areas that he could help. From recommendations to other professionals to allow them to be successful. Chris a great guy, friend and recommendation source for my online and offline community.
Chris helped me with some business questions. Very respectful and professional. One of the best I would definitely recommend.
Dealing with Chris was a great experience. He is very professional and responded immediately to me. I finally found an accountant that I trust.
Chris is extremely knowledgeable regarding all tax and financial matters! He is personable, prompt, responsive and I highly recommend his services!
Chris is a very responsive and professional CPA. Always answered my calls and emails. Always available and attentive to his customers. Would recommend him time and time again!
Smart Cookie. I would be 100% confidant in recommending Mr. Chris Whalen's services to friends and family.
Chris is super responsive and super knowledgable -- he was able to sort out a concern I had over the phone before we even got down to business.
Chris was very helpful and knowledgeable when it came to answering all my questions. His firm was quick to respond to my email inquiry and called me back about 5 minutes later to speak with me about all my questions. I would definitely recommend Chris to my family and friends!
Chris is super easy to work with and was very responsive any time I had a question. Would definitely recommend his service!
Called and discussed tax options briefly. Very nice and expressed interest in working with my unique situation. I did not retain services, but will consider him an option as I organize my documents.
responded so fast and helped me with everything i needed!! super professional and will definitely be referring to him in the future
Very professional and efficient! He was so quick to help when I needed it! I definitely recommend!
super helpful and explained things in easy-to-understand terms
Chris Whalen was great. He answered all of my questions and responded with better options for me and my business. I plan to use him for more advice and doing my tax returns.
I had a couple of questions/ concerns OF a certain topic and Chris was very quick to respond and was very professional! Even with just a couple of seconds speaking to him he was very informative and helpful. Definitely someone to go to for financial help.
I called Chris about a few business questions I had, he was absolutely wonderful! Way beyond the experiences I usually have. He was informative and easy to understand.
Wow - what a great relief to talk to somebody professional who not only knows what they are talking about, but cares about people and likes to explain the situation fully!!
Chris was super helpful and completely eased my anxiety about tax time. He gave me the best advice for how much I had made and then told me to call back with any other questions, even though he said that he wasn’t the best option for me! Absolutely amazing!!!!!
Chris was super helpful during our free consult where I brought up not 1 but 3 questions - he has such varied experience - he was efficient and confident in our conversation. He answered all my questions and I plan to likely hire him for my future accountant needs, I own a small business and navigating all the twists and turns of UE, PUA, PPE, and SBA, etc has been challenging! I am glad I found him. He was kind and smart; a pleasure to speak with. Don’t hesitate to contact him.
I reached out to Chris regarding personal and business related tax questions. Chris was very responsive and provided up to date tax information for both my personal/ business related questions. I would recommend Chris highly and would reach out to Chris again if his services are needed.
Chris was extremely knowledgeable about accounting and book keeping. Seemed extremely knowledgeable, gave me the exact information I needed. Will 100% be working with him in the near future
Chris Whalen is one of the most understanding people I ever met. They will walk you though everystep and no question is a bad question with them. There is no shame no matter the profession.
After receiving Chris's podcast about a relevant subject for real estate agent, I picked up the phone and called him to ask questions directly. Not only was he responsive, but he explained the issue in detail and provided me with documentation to read for myself. Thanks for the save Chris!
Very knowledgeable in the nuanced world that is NJ State Taxation Highly recommend
Chris was very responsive to my quick questions and answered them on the spot once i made the phone call! Thankful for his services!
Submitted a forum about questions for taxes and got a response within the hour. Very professional and was able to answer the questions I had and helped ease my anxiety.
I just moved to Monmouth county, switched careers and had a plethora of tax questions. Chris was extremely knowledgeable and patient with me. Before I spoke to him I was a ball of nerves and anxiety after our conversation I was confident I made the right choice.
I called Chris to answer questions regarding a 1031exchange that my client was inquiring about. By the end of the day, Chris had responded and answered my questions. Quick to respond!
Chris is very professional and knows his stuff. He takes the headache out of doing my taxes very year and provides advice on how to manage how much tax is taken out of my paycheck throughout the year, and my bonus, so I don't get jammed with unexpected underages when I file my return.
Chris is a pleasure to do business with! Responsive, helpful and thoroughly explains any questions you may have. He will always have my business. That’s for sure.
He was very helpful and he answered all of my questions! Such a sweety! I’d definitely give him a call ! I promise it will be worth it!!!!
Chris called me back within minutes regarding a question about SBA EIDL loan, for a professional medical/mental health practice and what it could be used and not used for. He was fantastic, knowledgeable and took plenty of time to make sure I understood these confusing loan terms. I'm in Illinois and he was licensed in my state, so I knew he was a pro! Thank you so much. I highly recommend Chris Whalen for any guidance WITH ALL, issues and questions! Thank you Chris!!
Chris was very helpful and pleasant to deal with. Very knowledgeable and displays integrity
Wow!! Chris was so knowledgeable and informative about the PPP loan! Easily accessible and would def reccomend!!
the main thing on the internet with regard to CHRIS is call me immediately, my expectations was a voice mail will answer.. NOT!!! he picked right up and answered my question, a huge SMILE on my FACE thanku Chris!!!
Chris is so helpful! He answered my call immediately and was very informative about the questions I had. I’m very confident in working with him in the future!
Awesome guy, very quick to respond and so knowledgeable! After speaking with him I know I will never be trying turbo tax or attempting to file on my own again!! Highly recommend if you’d like someone who knows what they are doing and is willing to explain everything and make valuable suggestions.
Chris is extremely knowledgeable and more than willing to answer your questions. He is professional and patient in explaining things so that you completely understand your situation and get the information you are looking for.
Chris is incredibly knowledgeable and professional. He answered all my questions and resolved all my issues. He is extremely responsive and got back to me within minutes every time. Highly recommended.
Gave me great advice with the ever changing tax laws and new updates!!!!! Quick response called me right away to discuss my concerns!!!
Chris is a very professional and very informative accountant. I'm an investor for cryptocurrency which is the wave of the future and this gentleman answered all my questions. He made me feel at ease of the right moves that I need to make to prevent any problems in the future. When tax season comes around the following year, I'm going to make sure to follow up with him.
Chris Whalen, CPA is genuine, helpful and efficient. He was very respectful towards the fact that I am a young, inexperienced, out-of-stater calling for advice on a particular matter that I was nervous about prior to our call. Very grateful for his online resources and openness to sending me information.
He was always available for all my needs. Made my filing so much easier this year and can't thank him enough.
I came across Chris Whelan while I was nervously searching the internet for answers to my tax questions. I sent him an email asking for help and he responded very quickly. He was very informative, professional, and answered all the questions I had! I will definitely be returning to him for any further accounting needs. Thank you!
Chris promptly picked up my phone call with answers the first time I called him with tax questions back in January. Since our first call he has been of enormous help with filing my taxes and responding to my many concerns about the process. He is well-informed, patient, and friendly to work with.
Working with Chris is extremely easy. We appreciate his expertise and seamless execution of our accounting needs. I would highly recommend his services.
Chris responded within a couple hours to answer a complicated tax question I had. Very friendly and knowledgeable.
Fantastic service! Super friendly, super responsive. My taxes this year were complex, and Chris Whalen completed them quickly and accurately. 10/10 recommend!
Chris was wonderful to work with. As a young entrepreneur I was treated with a mutual respect that is sometimes not seen amongst CPA's with his high experience level. Looking forward to a long standing relationship!
I truly recommend Chris for your tax return! Chris was patient, I'm giving Chris 5 starts because when I googled to find an accountant and noticed he had 5 stars I didn't hesitate that he will be the right accountant for my husband and I. I called and yes! Chris was professional and beyond helpful. He answered all our questions, but most importantly he did his job thoroughly! Thank you Chris for your professional services! Aneta and Arek
Chris has been great to work with. As soon as I reached out to him he answered me back right away and treated me with respect. He was extremely helpful in addressing my questions and concerns. I look forward to working with him in the future!
Mr Whalen was very informative about my solar tax credit issues. Thanks for the call and information.
Had a phone call inquiring about taxes and other things and he was really easy to understand and talk to. I learned A LOT in the 12 minutes we talked. Very knowledgeable and had a good energy to him.
Despite my not yet being a client, he returned my inquiry during the height of tax season. He was knowledgeable and helpful and gave me some 'homework' as far as talking to my local banks about being a first time home buyer. I'll be doing some footwork and will be getting back to him.
Working with Chris was a breeze and I can't highly recommend his services enough. When we returned from ex-pat status, we'd not filed in the US on our own in a number of years and had to seek out more than just 'prep' advice. Chris was able to review the situation, take this years additions and get us set up and complaint quickly. I love that he'll call, txt, e-mail whatever works best for you. Looking forward to his advice and services for many years to come.
Chris Whalen is very knowledgeable and a clear communicator on taxes and the forms you need to complete for advanced tax questions. I highly recommend his services to anyone with unique tax situations.
I had been using my non cpa family accountant for a number of years before using Chris. The difference was night and day. Chris was super responsive and patient with me and made it very easy for me to upload all my documents for my complicated Real estate business. I am now in much better financial shape due to Chris. I would highly recommend him!
I was very stressed when tax time came around as this was my first year filing Taxes as an Independent Contractor. Chris took immediate action and has been very responsive and helpful and has taken so much off my shoulders. Very caring and down to business. I am very happy with choosing him as my CPA. ??
Chris not only is someone who is knowledgeable but is not trying to take every nickel and dime from you. He acts like a teacher also and I have learned about things that I never knew before. He helped prepare my taxes after I purchased my first rental property. Currently age 24 and hope to continue using Chris for years to come. Would highly recommend to any upcoming real estate investors.
This CPA is highly informed and very strategic with time/funds. His foresight gives confidence for future endeavors. I highly recommend his expertise.
Worked with Chris for my 2020 taxes. He was unbelievably responsive, knowledgeable and had a very quick turnaround. He also assisted with an issue on our past taxes and was able to solve right away. Look forward to using him every year! Great guy! Thanks Chris
I had a great experience working with Chris. He is super responsive, thorough, and was always available to answer all my questions. I highly recommend him!
I had a lot of questions and was very anxious when I first started my journey. Like many other people I felt overwhelmed with the paperwork and trying to navigate the taxes involved. This man is a lifesaver and always answers your questions. Thank you Chris you’re awesome.
Why would you even consider a CPA? It is simple, SAVE YOUR MONEY, in order to save some money you need to spend some, you getting the best service possible and Chris will take care of you like a best friend would. Knowledge is the key, so be smart and wise instead of compromise. Thank you Chris.
Chris is a gem that is hard to find. The quality and services are out of any other CPAs that I have used.
Was really concerned with what paperwork to file regarding gift money, and within minutes I received a text and call from Chris! Very impressed with the responding time, and within a minute I had my answers! Really kind and professional...now I know who to contact with questions I may have trouble with. Thank you!
Responsive, concise, and value-focused. Chris delivers accurate tax advice with rapid turnaround. This is essential for complex or unusual tax situations. My compliments.
Dealing with Chris was a pleasure! From how responsive he was on the very first phone call, to him setting the expectation on our interaction and meeting them all the way; doing taxes this year was a lot less stressful for myself and my wife. Chris was also very knowledgeable and kind enough to help us out of a mess that our previous tax preparer got us into the year before and reassured us that we were in good hands should there be any issues. ??????????Highly recommended !
My first meeting with Chris I immediately knew I found the perfect CPA for me. I personally had many many questions in search for a Cpa And Chris answer them all without hesitation and with confidence. Chris made me feel that he truly is an expert in his field and my tax returns show that. However beyond finances Chris and I connected another business areas as we are both authors. That is the type of businessman that he is, personable. You can guarantee he will have your best interest all around at heart.
I am so Grateful to Mr. Whalen for his CPA expertise! I called to really ask him a question, but in those 5 minutes I received a Wealth of information and VERY GOOD customer service! First of all, I was shocked that HE personally answered the phone. I appreciated that from the start...when he did not say, hold please, let me get him or it was not a robot when you have to press #3 for a representative then 0 for technical support. His guidance afforded me to continue the work that I had already started. Anyone else would have tried to sell me on needing the service to prepare the taxes, when I only had a question. However, whenever I DO NEED a CPA I WILL be going back to Mr. Whalen, CPA. I am just so Thankful to Mr. Whalen. Veronica's Consulting,
Contacted Chris and within just an hour, I got a response via phone call and had everything figured out. Super fast, very informative, and very helpful with what I needed.
He knew the answers to questions I had before I finished explaining my situation. Meaning he really knows he's stuff. Friendly and patient I would recommend him to anyone with questions regarding taxes and finance.
My 21 year-old daughter needed help figuring out the taxes she owed on the free-lance work she had been doing to get through covid. We were so relieved to find Mr. Chris Whalen - he could not have been more helpful. He spoke to my daughter like an adult and helped her to understand and take responsibility for paying her taxes and quarterlies on time as well as setting up her business accounting safely. I am so very grateful to have found Chris Whalen and couldn't recommend him more highly.
Chris Whalen, CPA has become one of my most important strategic partners. My firm, Cloud IT, has a global footprint and we always in need of U.S. based CPA firm to consult with on that scale. Chris and his team exceeded my expectations. They offer the full array of income tax and consulting services you would expect from a CPA firm and combine that with incredible response time, and customized personal service. If you are a business owner, take advantage of their free initial consultation. I am very glad that I did, as Chris explains things clearly and is incredibly knowledgeable. We see him not only as a trusted advisor – using his professional acumen to be candid about when we should and shouldn’t do something – but also as an extension to our team. Chris has certainly helped me sleep at night knowing we’re not going to get caught out by the “tx.man” : )
I had a simple question about sales tax. Chris responded to my email shortly after to set up a quick phone call and gave me great advice!
Chris is a CPA but also an amazingly helpful person in general . He worked on an extremely complex tax situation and at the same time offered compassionate help far beyond the tax problems. Who does that? Chris is just a kind, caring man who knows his stuff. If you are feeling hopeless about a tax situation.... he is your man!
Chris is my new go to CPA for my personal and business returns. He is very response and keep you in the loop as you progress in getting the returns done.
Chris and his team did fantastic work and loved the quick responses. Keep up the great work.
Super professional & SO helpful! Very happy with his services! Would 100% recommend to anybody looking for a CPA!
Chris has excellent knowledge of the latest tax rules and is quite thorough and timely. I have great confidence in his work. He makes tax time much less stressful!
Chris is very professional and knowledgeable! Very easy to speak to and he has helped me with my issues that no one could answer!
Chris is a caring professional. Works around the clock to get the job done. Always prompt to answer phone calls or emails.
Quick responder. Chris responded to my questions in a thorough way and was great. He is passionate about his work and does a great job.
We know now! CHRIS HAS IT ALL. This personable professional, situated in and advertising from New Jersey, has the knowledge and expertise to keep we Marylanders fiscally fit. What a blessing!
Chris is very down to earth and easy to talk to. He listens to your questions and explains everything you need to know, clearly. His advice on saving taxes is spot on. Also, he is extremely responsive and gets back quickly when you are trying to reach him.
Working to pull together the details of a real estate deal. Chris Whalen, CPA is responsive and extremely knowledgeable about the best way to set up a deal correctly for asset and liability protection while setting up the appropriate tax considerations. Looking forward to closing. I am grateful to have Chris Whalen, CPA on my side / team as I work through the details of my deal.
Mr Whalen was incredibly professional and very knowledgeable about my specific tax needs. He was thorough and responsive and definitely worth what he charges. I will continue to suggest him to anyone else who is an online entertainer such as Twitch for their tax preparation needs. He is able to help people with their taxes even that are not in the same state, as was my situation. He also doesn't charge for every interaction like some CPAs will. He also goes above and beyond and even remembered small details about myself and my situation which just makes him even more personable. I felt incredibly comfortable talking with him. And he gave the feeling that he genuinely cared about my success. I ended up ill and things took an unknown turn and he actually even gave me a refund for services I couldn't use at this exact moment, even though he had put some work into it. Thank you Mr. Whalen for helping me get my business started up!
Chris provided responsive and curteous consulting and knowledge that was helpful in cryptocurrency taxes. Thanks Chris
Chris was extremely excited to help me and I really enjoy that! Chris is super knowledgeable about his craft and was able to give me great pointers as an Accounting major myself. I love forward to speaking with Chris in the future for sure.
Chris is extremely detailed oriented and knowledgeable. Chris takes the time to listen to your questions and provides high quality answers.
Chris was very responsive and gave me a lot of advice that will help me with my tax issues. I appreciate that he was careful to not just have me come in over something trivial that we could discuss over the phone after his review. I would recommend Chris to anyone and I will work with him again in the future if I need assistance with my taxes.
Chris is exceptional. He made it a point to listen to our concerns and was able to address our needs with his great experience. He made us feel like we were his best clients. He is an excellent accountant. We are thrilled to have found him.
Chris is the most responsive accountant I ever had. He listens, understands the situation and takes appropriate action.
Chris is an amazing CPA, he's very attentive, looks at the bigger picture of what you truly NEED! He doesn't try to upsell you with services, he will give you information on what is offered so you're aware, but then guides you to say this is what he recommends for less money spent. He's really looking out for you and has your best interest at the forefront of his business.. I won't go to any other CPA. He has my trust. You won't find someone like him any where else in a business like this.
First time business owner.... I was so unorganized with my incoming revenue... This man set everything up for me... my LLC is up and running... everything is perfect now. Not to mention he took my call at 8 PM one night and took the time to answer several questions. Really appreciate it!
Quite impressed. Very straight forward knows his stuff. Keep his contact number with me.
I came upon Chris Whalen via Google search and was SHOCKED at how informative the site was. I had a question so I decided to email him, not expecting a return email. Within hours, he emailed me and called, left a voicemail to call at my convenience. VERY professional and helpful! And the call was FREE! I highly recommend using Chris!
Though I wasn't a client, Chris texted me within hours after I emailed him with a tax question. He was personable on the phone and very thorough in his response. I wouldn't hesitate to recommend him.
Very professional and trustworthy. Has answered all my questions in a professional manner 10/10
I highly recommend Chris. He is very professional, responds quickly and easy to work with. Very patient, takes time explaining things and answers all your questions. Great accountant!
Not only does Chris Whalen, do a great job with your taxes, his professional, goes the extra mile for his clients. Extremely Grateful, Thank you Chris for all your hard work.
Chris Whalen is extremely professional and knowledgeable. I thought my tax planning situation would be significantly more complicated, but he had answers for all my questions immediately. I'd highly recommend his services to anyone looking for assistance with tax planning and filing.
He was very helpful in just one call. I'll defenitely will be contacting him often as my situation develops.
He is a wonderful CPA. Gives amazing advice and will be using for my taxes when next season comes. Please go to him if you have a business.
Outstanding! In the world of professionals Chris stands above the rest. He is personable, knowledgeable, and upfront. He doesn't sugar coat his advice, even if it makes you cringe hearing it, but it is what you need to hear. Highly recommend!! Thanks Chris!
Chris is excellent. He is very personable and takes the time to fully understand the issue at hand. I have spoken to various CPAs in NJ but he impressed me the most. He is very knowledgeable and I am sure you will not be disappointed.
I consider Chris not only a best in class CPA, but also high quality when it comes to responsiveness and financial advice. I can always count on him when I have a question that is time sensitive. I recommend him highly!
Great service; very professional and helpful. I recommend 100%
Chris has been speaking at my office meetings for several years now. Most recently, he spoke and I knew that our current CPA was not up on the latest tax incentives, credits, etc. We were already in the process of having our CPA prepare our taxes but Chris said he could do a tax addendum for things that were simply missed. In the end, we are extremely happy with how he helped us! He knows his stuff and continues to educate himself on all the latest. I highly recommend and we're looking forward to using Chris going forward.
Chris is very helpful right out of the gate. He offers a free consultation, is very responsive and knowledgeable, and enjoys his work. Highly recommended.
Chris is awesome. First met him in my office for tax update presentation. He’s spot on with answers to my real estate investing questions. He showed us formula for our buyers for tax changes and how investing makes sense. He is responsive, attentive, knowledgeable and highly recommended!! Lina Negrey Realtor Jersey Shore
Chris called me within 30 minutes of my submitting his online questionnaire. Our 15 minute conversation/consultation was very informative, and gave me a great start to where I should go next with starting my business. Bravo Chris! You're a saint, and look forward to working with you in the future.
I can’t recommend Chris enough! He helped me save so much money on my taxes and acts as a professional tax advisor. If you’re looking for someone that will make filing your taxes uncomplicated then hire Chris!
Chris helped me out with a tax situation. Knowledgable fellow. Thanks
Chris is very professional and knowledgeable, highly recommend!
Chris is very patient and explain everything to me about my state tax situation. Great customer service!
I was researching the tax implications of a new investment I made and saw Chris was the only CPA in the Red Bank area signaling a knowledge in this quickly growing space (iykyk). Chris offers to answer a question for free so I reached out to him. Chris responded to my inquiry within minutes on a beautiful Sunday. He took the time to understand my question and offered knowledgeable and actionable advice. The attention and service he provided to a non client is remarkable and I will be using him in the future for my personal tax services in the future.
Chris is the most knowledgeable CPA I have never met. He is very professional that makes you feel confident about your financial situations. He responses quickly and very easy to work with. I highly recommend him!
This guy is courteous and will help you with you issue up front. If you have a Cripto or other related TAX Question, Chris can help you out.
Chris was super helpful to me, I was just looking for answers to a few questions regarding NJ taxes. I called 5 tax firms and all of them wanted me to pay for a consolation, I found Chris on google and asked if he could help, he was very knowledgeable and willing to help me with the questions I had. Very personable, polite, and willing to help. Would recommend him to anyone who needs tax help in NJ.
All of the above. Chris did a wonderful job working with me and made me feel comfortable and ready to pursue my business! Thank you!!
Chris is amazing! I was needing a profit and loss statement for my business on very short notice when I contacted Chris. To give a little background on myself, I have little knowledge when it comes to taxes & anything to do with numbers. So, during this process Chris was giving me so much knowledge and advice about my business and things I can do to keep things more in order. When I noticed Chris about the short notice through the weekend, he even messages me through email on his off days in order to have the statement completed by Monday. This has been the most easiest experience EVER, when I thought it was going to be dreadful. I’m SO thankful for you Chris, and I will continue working with you indefinitely for all business needs!
answered my phone-call early morning on a weekend, was very professional regarding a personal tax matter, looking forward to continuing to work with Chris for a long time to come.
Chris was super helpful and responsive! I don't know what I would have done if he hadn't answered my tax question. Thanks, Chris!
Wow. Chris Whalen. I haven't filed taxes for many years and wasn't sure exactly what needed to be filed. He did all the research work and gave excellent on how to get me current and up to date. He's also helping with filing the cryptocurrency gains. His expertise is unapparelled. Thank you Chris.
When my prior accountant of many years retired, I was naturally apprehensive about finding a new CPA for my business. I interviewed a few very highly-rated firms in NJ, and decided on Chris Whalen. I was not disappointed! The quality of his work is excellent, and he is highly detail-oriented. He is very easy to reach, and responds quickly and thoroughly to any questions/concerns. (Exceptionally good communication!) He knows what he's doing and it shows, which really helps put his clients at ease. It's also clear what a good person he is, with a great personality and sense of humor. Truly a pleasure to work with!
I was referred to Chris as I had some concerns over capital gains tax. He discussed the scenario with me and responded with the proper way of filing a gift tax return which will resolve the situation. So grateful for his expertise and how he will save us money.
This man is awesome very knowledgeable and is very helpful. He had vast knowledge in all investment with tax compliance. Thank You Chris Charles Ellenbart NJ
Thanks for the consultation. Informative and professional. Would highly recommend for your tax services.
****HIGHLY RECOMMEND**** I would give 10 stars if possible!! Not only is Chris professional, he is kind, caring, Intelligent and truly knows what he is talking about, No BS. Can't thank him enough for all his help, compasion and information!!
Reached out to Chris with a question about retirement account issues - I got a prompt response, honest feedback and a no-nonsense attitude. All of which I appreciate!
From start to finish, Chris was amazing. He’s very responsive, professional, friendly, and passionate about understanding your situation to provide the best tax advice. Would definitely recommend him for complex personal tax situations.
My girlfriend and I have been searching locally for months for a CPA that can help us with our business and have gotten nowhere. I actually found Chris on Reddit initially after doing some searches for CPA's there then Googled him and could not be happier! Very easy to talk to, very knowledgeable, and have clear and concise answers to our questions (every CPA we talked to previously would not answer our questions without paying them first) and the first call is free! Very excited to work with Chris for years to come, highly recommend!
Great Accountant with great advice! We have found Chris to be there with any and all questions. Absolutely trustworthy and essential for a small business.
I needed help after my usual accountant wasn't answering my emails. A friend recommended Chris. He answered so quickly, putting my fears to rest. He was so nice, and I would recommend him to anyone.
Was a great experience working with chris.he answered all my questions and took care of things very fast.any time I would call or text he would get right back to me,even on the weekends.never left me worrying.
Chris was very helpful to me, and picked up the phone call himself. I was just looking for guidance regarding business income taxes. Chris is knowledgeable and is easy to talk to. Would recommend him to anyone who needs a good accountant in NJ.
If you want a true professional to handle your taxes, go to Chris. He is always available and has guidance for any type of tax situation, no matter the complication. Couldn’t recommend him enough!
I just had a free consult with Chris Whalen about the formation of my S corporation. I had an accountant, that was not him, during the formation process and I was not properly informed by that accountant. He has given me the correct information and I feel that he is an expert in his field.
Chris was wonderful to work with and was able to help me with my questions I had. Quick response as well!
I have complex individual and estate tax situations. Chris Whalen was the only CPA that quickly understood all of them and he provided a comprehensive plan going forward. I cannot more highly recommend him.
We reached out to Chris with some questions about taxes and real estate transactions. He returned our call quickly and provided knowledgeable information and guidance. We will be using Chris's services from now on for all of our accounting needs.
Chris does an amazing job I have never known anyone to pay attention to detail as much as him. If you're looking for a CPA this is definitely your guy.
This was my first year using Chris for my personal and business returns. The experience was great, and I'm very happy with his services. He is very professional and knowledgeable to tax laws and responds to all questions and matters in a timely manner. Highly recommend if you're looking for someone new.
I switched accountants and it’s been a real pleasure to work with Chris. He made it extremely easy uploading all the documents and his attention to detail is excellent. I look forward to a long working relationship.I highly recommend Chris!!
I have been having trouble with the tax side of starting an IT business and Chris was incredibly resourceful in resolving all of my worries and it was a free consultation! I appreciate his directness and how it was easily shown what would be expected with further business with him, but no pressure to do so until you are ready.
Chris is highly professional as well as personable. Recently I had several questions regarding my upcoming 2021 taxes. I emailed Chris regarding my concerns. He responded promptly with clear and concise answers to my questions. It is a pleasure doing business with his firm!
Chris was very helpful answering my questions relating to tax treatment of my home sale.
Chris is extremely knowledgable and professional! I started a new business and he was so responsive and helpful whenever I had a question or needed guidance. Could not be more pleased with his services!
Chris is amazing on so many levels & I trust him implicitly
This is the best CPA no matter where you are living in the US. He is very knowledgeable and responsive. He is very professional and treats you like he’s your only client. There is not one question chris did not answer for me and I felt confident doing taxes with him. I highly recommend him to all people!
Chris is very professional and knowledgeable about all areas of small business taxes. He was quick to respond, always available to answer questions and very easy to talk to. So happy I found a trustworthy and competent CPA nearby!
Working with Chris gives me peace of mind and to me and my business that’s priceless! I can always rely on him and he is very reliable and knowledgeable.
WOW. Did I need help?! Chris called me back as I had questions about getting the right tax deductions. I wasn't even a client. He gave me a free real advise I could use for myself. The more he taught me, the more I realized I was costing me more not filing y taxes correctly. I am now a loyal and happy client of Chris Whalen, CPA.
Chris Has turned out to be a highly valued resource. His thoroughness, professionalism, knowledge, and overall way of doing business is refreshing. I feel very safe working with him and have confidence I have a VERY low risk of any Tax problems in the future.
Chris is the best CPA there is, hands down... any time u need questions u can shoot him a txt and he'll help u out; has made taxes so easy and stress free :)
I was impressed with Mr. Whalen's expertise and his quick response. I had an accounting software question that I could not find the answer for and Mr. Whalen was able to provide me with a clear explanation. I highly recommend him.
I'm a local realtor and Chris has consistently advised myself and my clients on any issue that arises. I highly recommend Chris.
Fast, knowledgeable, professional and increased my refund. Chris is 5/5 stars!
Chris Whalen, CPA is BY FAR the best in the business. As a business banker I've dealt with many accountants and Chris takes the cake every time. He takes initiative and knows everything there is about tax laws and to help his client succeed financially. He's a great colleague but more importantly a great person!
Chris is a pleasure to work with and provides prudent and relevant advice and suggestions for managing taxes and financial interests. He is extremely knowledgable and trustworthy. He is down to earth, easy to talk to and really gives you peace of mind when dealing with the complications of tax laws and how to navigate through the minutia. Highly recommend him for CPA services.
Chris took his time to help answer every question I had. Very professional and helpful!
Chris responded within the same day of me emailing him & immediately set up a call to help with any questions I needed. He explained everything & made me feel so much better!!!! Chris is amazing!!
Chris was so helpful after I had a horrible experience with H & R Block. They are very non responsive. Chris was very thorough and responsive and answered the phone on a Sunday which was very impressive! I highly recommend him for all your tax needs.
I had questions about the tax consequences (specifically UDFI) of investing in a real estate syndication with a Roth IRA. Chris was very professional and responsive. He answered my questions and made me feel comfortable about making a decision.
I had reached out to Mr.Whalen at 7pm, he called me right away to help me resolve a significant issue with the bank. Within the hour he had all the paperwork I needed and sent right away. Today (next day) he was in contact with me all day to make sure if I needed anything he was there to help. I highly recommend Chris Whalen for CPA. He is very attentive to his clients. There aren't enough stars on this review to give this great man !! Thank Mr.Whalen for helping my business!
I had some urgent questions regarding some tax penalties against my S corp. I found Chris on Google due to the stellar reviews, and I decided to reach out. Not only did Chris returned my call within the same day, he also spent the weekend looking into my situation and gave me an answer on Monday just like as he promised. If you want to find a good CPA that is accessible and likely (very important!), Chris is your guy.
Chris is always available any time of the day and even after hours. He’s easy to work with. Extremely knowledgeable about tax laws and gives good advise. He made us feel very comfortable. I would not hesitate to use him.
Chris makes himself available to answer questions unlike some in his profession, He offers personalized service. Retain him you will be glad you did.
Hi everyone , i had to come and share. Chis Whalen came very highly recommend by my friends and family and also our community page on FB. Of course i called and when i did ? The minute he answered the phone i knew right there why people just love him , but especially me. I know nothing about the important things i needed handling like my retirement account and taxes , but he knew just what i was talking about and needed. After a short time on the phone i knew i was in good hands. ust wanted to share because knowledge is power #yourwelcome
Chris is one of the best CPA I have engaged with. He really understands the corporate and individual tax and is able to advice you with conviction which helps build the trust. -Tushar
Chris is awesome. Very knowledgable and eager to help you in any way he can. He has helped me twice now and I highly recommend him!
If you're looking for a CPA who knows their stuff, is there whenever you need them and proactively reaches out to make sure you and your money are in the best position possible then Chris is your guy! Chris has always made himself available whenever I've needed him and even better, Chris has reached out to me with reminders and updates on things I've needed to do which is to say the least a rare breed in the accounting community! I can't recommend Chris and his firm enough.
Chris is knowledgeable about cryptocurrency and I would highly recommend his services for this new asset class. I appreciate the time he took with me to explain all of the nuances of my particular tax situation.
Chris is a thorough Professional with good grasp over his craft. And has a great sense of humor. A great accountant with a sense of humor - you can't ask for more!
Chris was so helpful and I would recommend him to anyone. Come tax time he’s who you should to go to. If you have questions he’s more than happy to help.
Chris was very reliable and helpful. I’m starting my own independent business and I feel much more at ease working with him.
Put my mind at ease about a lot of things gave a very helpful consultation I highly recommend him
Chris is absolutely amazing ,and so reliable! He responds to any queries, and requests so quickly. Extremely knowledgable of this craft, and has been such a huge relief in navigating my new business. 10/10 100% recommend!
I first started doing business with Chris when I started my Only Fans and needed accounting and tax services. Chris was the natural choice because why not hire the guy who wrote the book on running Only Fans for tax and bookkeeping. The decision has paid off and now after amongst 2 years working together Chris is not only providing tax advise but also helping me with the set up of legal entities for my new business. The experience has been ?????????? (Five stars). Responsive, knowledgeable and on top of every relevant topic Chris is a trusted advisor and I highly recommend him to all my friends. __LV__
Chirs Whalen is knowledgeable, professional, and responsive. He knows how to explain in easy to understand terms so you are confident that you are making the best business decsions.
Excellent service and timely accurate advice is what you get with Chris Whalen.
Chris has been our CPA for the last 6 years. We are so glad we found him. He is very professional, responsive and easy to work with. We would recommend to everyone.
Amazing service! Will recommend! Chris Whalen is very responsive and detailed. Glad to be working with him!
Chris is very thorough and very personable. He takes the time to explain things and makes you feel like you're his only client. He's responsive, precise, clearly an expert. As an entrepreneur, Chris is helping me to understand and identify the ins and outs of business accounting, proformas, investor analytics, and tax codes. Highly recommend
If you are unsure what to do, who to go to..regarding tax or IRS questions...Give Chris a call. He will set you straight in the right path....smoothly and reliably. And work with you on how you want to proceed. He is extremely responsive, lightning fast getting back to you AND following up with you on progress. Chris even answered the phone when I first called. Quality customer support is what wins in the end these days. It's no mystery!!
Responds fast, was able to get my tax estimate done within a day. Will be using him as a CPA for the upcoming year
Highly Recommend Chris Whalen for your accounting needs. I am a new customer and so far my expectations have been exceeded and the promptness and responsiveness and care about the customers needs is much Appreciated.
Chris is one of a kind CPA who is patient, responsive, and well informed on both personal and business tax nuances. Chris is also generous with his time and will walk you through realistic scenarios and hypothetical questions on upcoming business decisions. I highly recommend Chris as he will set aside time to speak with you personally and work with your timelines.
Chris is extremely helpful, professional, and trustworthy. I would recommend him to anyone for your entrepreneurial/personal needs and I really enjoy working with him. He is very personable and easy to talk to, he does his best to make everything as easy as possible for you.
Chris has provides such a comfortable environment for first time tax payers. I appreciated he was quick to respond to my inquiries and that he was very thorough. He has been great support for navigating finance!
I called Chris with some questions regarding an LLC and tax filing. The call was answered quickly and it was him on the line. Very knowledgeable and personable, and answered my questions throughly with useful information! I look forward to working with Chris in the future. Thanks, Chris!
Chris helped me to prepare a tax projection to determine estimated tax payments for federal, state, and local. Whenever I reached out with a question I received a simple but thorough response within a few hours. He made sure to request the right documents and made the extra effort to explain why and how we arrived at the total taxes due with future recommendations. I look forward to working with Chris in the future.
Chris is absolutely amazing! My husband and I had our first consultation with him on Sunday morning. While looking in the internet for an experienced crypto accountant, his name was the first one to pop up. He is very polite, very responsive and took the time to explain to us all of our options. He was definently not in a rush.. He made us feel very comfortable. We left the office having a very good impression of him. It seems like we knew each other ?since forever. Hghly recommended.
Amazing level of service. Chris is knowledgeable, personable and goes above and beyond. Could not recommend more. Spent time answering all my questions and is super responsive.
Way better then 1800 Accountants. Chris was wonderful. He was clear and concise. He answered all my questions and took his time with me. I would recommend him to any of my friends or fellow business owners. Thank you Chris!
Being an entrepreneur is stressful. Before I met Chris Whalen, I always felt alone with my taxes and business planning. I urge everyone, business owner or just a W2 employee, to call Chris and schedule a free consult. I am so glad I did. I have never been more confident with my tax and business futures.
All of my questions/concerns were answered in detail. Chris took the time to make sure I understood what he was explaining. I look forward to potentially working with him in the future.
My wife and I had the pleasure of meeting Chris. He is a very genuine and honest person that you can trust. I highly recommend reaching out to him if you are in the market for his services.
Today was our second time this year meeting with Chris. It was absolutely a pleasure seeing him again. He is very professional. At the same time he has a great sense of humor. We are feeling very confident to know that he is taking care of our taxes. We are glad to know that this time things are going to be done the right way. Thank you Chris!
Chris came highly recommended to me and has only lived up to the hype. Chris is a clear and prompt communicator and has valuable relationships with other local service providers. Chris has been one of my key resources in starting my business and he always makes time to address my questions and concerns.
We are so glad we found Chris. He completed our 2021 taxes quickly and did it completely remote. Heis an expert and is extremely effective in his use of technology and communication. We would give him 20 stars if we could. He is the best!!!
Highly recommend retaining Chris’s services. Chris handles my returns extremely quick and provides all necessary details and comparisons to prior year so that you have a clear understanding what was done. He’s extremely available as well - you can reach him basically anytime you need. He is also very knowledgeable on the tax strategy side and provides advice to help guide your decision making that has your best interest at heart.
Awesome Experience with Chris! He got my taxes done quickly and made the process so easy! Fast response rate and couldn't be happier! I will absolutely be working with him again in 2022!
I started using Chris when I purchased my first home/rental property towards the end of 2021. Naturally, there were a few questions I had as far as taxes go because I'd never filed for anything other than a W2. Chris answered all of my questions in a timely fashion and is always very professional when dealing with clients. Chris took the time to break down anything I couldn't understand into simpler terms anyone could understand and even explain to other people! I will without a doubt use Chris Whalen for all my future accounting needs.
Great CPA and person. Chris spends as much time as you need to discuss taxes and explain everything thoroughly. Highly recommend using him.
Chris is a positive and responsive person. He quickly dispelled any confusion I had with regard to obtaining a business license. He answered my questions professionally and gave me confidence to move forward with the remainder of the process on my own. I feel that I can rely on him as a personal financial advisor when it comes to pursuing my business goals in future.
Chris was exceptional in getting back to me in a timely manner. He took extra time to review information with me and educate me in a very clear and straight forward manner. This was all done the same day I reached out to him over the phone during tax season!! He knows his stuff and has won my business hands-down!
Chris Whalen is an ace CPA . He understood my relatively complex tax issue quickly without unnecessary explanation and provided the immmediate resolution to a situation that had me very concerned. Thanks Chris!!
Chris is the most knowledgeable CPA I have ever hired. He is a true entrepreneurial expert. Set up a meeting with him asap. I am glad I did.
Chris is a true professional - responds promptly and has given us great advise. We live quite a far distance from his office but I'm willing to drive there because of the outstanding service we receive.
Chris came highly recommended and we could not be happier with his services. His professionalism and attention to detail are top notch. A+!
Really very helpful to us on how to fill up our tax forms correctly.
Chris is the most knowledgeable accountant I have ever dealt with. Very hospitable and professional, no wonder everyone else shares the same opinion. Thanks Chris.
I've been having Chris prepare my taxes for several years now. Great guy, great CPA!
Chris was a breath of fresh air after a negative experience with a CPA last year - he was responsive and quick to file our return! We would definitely use him again.
Quick, fast, text responses from Chris…Love his office location, so easy to navigate, for my babyboomer life style.. His depth and understanding of the income tax journey, is so easy, clear , trustworthy and thorough, greatly appreciated…
Chris has been wonderful. He was available every time I called and had great advice that calmed me down in a very complicated time. I could not be more grateful for his treatment.
Chris took the time to call me to answer some preliminary questions and was very knowledgeable and nice to work with. I will definitely use him in the future.
Had my taxes prepared and wanted a 2nd opinion. Chris called me back on a SUNDAY after submitting a request on his website. He wasted no time asking for my documents and going through them asking me questions. He was extremely knowledgeable and understanding of my situation and knew exactly what to do and reassured me several times of the plan and that he will get me great results. I am so happy I found his information!!
Chris was very knowledgeable and easy to work with. He came highly recommended and did not disappoint.
This was an Absolutely Fantastic experience. Extremely profession and reliable CPA Chris was kind and Courteous, answered all my questions and even provided information to questions that didn’t even cross my mind. He went above and beyond in every aspect. If you are looking for an experienced, bright and educated CPA, look no further He’s the only accountant you should consider
Very good CPA. Organized, openly communicative, available. If I do not understand something Chris takes the time to explain.
I reached out to Chris after watching one of his videos and caught him at the end of his day. He took the time to listen and his insight was much appreciated. Thanks again Chris!
I have used Chris Whalen for a couple of years, and found him to be very Professional. I would recommend Chris to anyone looking for a strong CPA.
Chris is great. He answered our 1031 questions in terms we were able to easily understand.
Chris was a pleasure to work with on my taxes. He made a confusing process very simple, kept me up to date with everything and had my return filed incredibly quickly. It’s been my most painless tax season to date.
Chris was AMAZING to work with! Very professional when it came to handling our taxes and very understanding of different situations. We will be going back to him in the future every year!!!
Chris was an absolute professional with quick turnaround time, as well as expert knowledge. Would recommend to anyone in need of assistance during what is a strenuous time of year for most. Excellent service!
There is a reason Chris has an overall 5 Star rating over the course of just under 1,000 reviews! Simply put, he puts his clients first and makes sure he looks out for our best interest. Due to another CPA cancelling last minute I had to rush to find someone else. Luckly everything happens for a reason. Off the heels of tax season Chris called me back within 15 minutes. Understanding the urgency Chris had us meet him in his office same day to help set up our business and all the documentation we needed to keep the process moving and as importantly took time to make sure all of our questions were answered. We also appreciate his quick responses to questions as they come up. One of his comments when we first met was that he wants to help his clients succeed and be informed - While it's only been about a month, I can honestly say he means it. We look forward to working with Chris now and in the future. Thank you Chris for not only helping us when we needed it but your continued support and knowledge!
Wish I could give more stars because Chris really helped me file my business taxes this year! Knowing that I was super late filing he really came through for me in such a sensitive time frame. Super friendly and meeting Chris at a networking event he’s a great guy and has answers to all your questions. Definitely will be using his service for the years to come. Appreciate you Chris! Doctor D
Working with Chris made tax season way less stressful. Very professional and a pleasure to work with! Will definitely continue to work with him in the future and highly recommend for anyone looking for a great CPA.
Excellent. Very responsive, knowledgeable and thorough.
When your starting a new business the hardest advise to get is how to handle the Taxes. Do yourself a favor and just call Chris. He's one of the most responsive and helpful people to work with. If you call or text Chris he will answers your questions and make sure you understand the process of filing your taxes. By the time your done reading this review, Chris would have already helped you. Again just Call Chris!
Chris Whalen CPA --- Has conducted himself superlatively in every aspect. He takes his time discussing every aspect relating to YOUR questions and concerns. I was overwhelmed for his compassion upon my father's passing. His wealth of estate accounting has been immeasurable when handling my late father's estate. Most professionals only care about money and NOT you --- A prospective client. Which is not the case with Chris Whalen. His empathy for understanding particularities, helps him formulate a game plan earmarked for your specific needs, thereby removing the entire tax burden off the shoulders of grieving families.
Very rare to find someone with tax expertise that is also tech savvy! Great experience and felt confident my taxes were in great hands. Great communicator and helped walk me through my return so I understood what was what. 10/10 will always recommend!
I am a travel nurse who is total LOST when it comes to taxes! Chris has been amazing. I sent him multiple w-2s as well as 1099 income. He has been diligent in assisting me and my husband with having the correct with holdings and providing not only tax preparation but tax advice. The tax preparation was timely and accurate. I feel like I am on the right track with understanding and managing my tax burden. I am happy that we can connect throughout the year and I look forward to a continued relationship with Chris as our business and family grows.
Had an awesome conversation with Chris! He is a great guy who offered some awesome advice. Chris took time on his off-hours to help me determine the authenticity of a possible scam. Without his time and generosity I don’t know if I would’ve dodged this bullet! 5 stars all the way!
Wow, I had a great experience talking to Chris. He is very good at what he does and extremely enjoyable to talk to. Chris WILL NOT disappoint! Overall would say he is a 100/10!
Chris Whalen made setting up my LLC extremely easy for me and always kept me in touch with me through out the process. He also responds quickly back to any emails or text message I send him. If you want someone reliable and someone that will keep you in the loop about whatever accounting or business related questions, I strongly recommend getting in touch with Chris and his firm.
We have recently started working with Chris and our experience has been wonderful. We appreciate how easy it is to communicate with him, his attention to detail, his knowledge about the business world and taxes and his quick turn around for emails and phone calls. We actually have some complexities to our case and he was able to work really well with us. I would definitely recommend him to work with!
I actually own two businesses and wouldn’t trust any other CPA other than Chris Whalen. Regardless of your tax situation individual or business, I strongly urge you to set up a meeting request to go over your existing tax actuation to get yourself properly plan for the future.
Chris was very responsive to every request I submitted to him and very professional and knowledgeable with his work. 10/10 would recommend to anyone looking for a new CPA. I’m very happy I reached out to him.
While looking to learn more about a business owner's rights to their QuickBooks files I came across an article Chris had written along with an invitation to contact him. When I reached him by phone he could not have been more generous with his time and spirit. He answered my questions and then some. Not only did he not rush me (which seems to be the new world order), when I didn't have access to my password to retrieve a google document he had sent me he put everything together in an email for me to immediately view. I came away not only with a clear understanding that QuickBooks files belong to the client (and how to word a request for them) but a more complete understanding of other tax documents that belong to the client. I also came away with the sense that if there was any trouble obtaining what was asked for I had someone fierce on my side. If I had to best describe Chris I would call him a powerhouse for the good guy.
I recommend Chris Whalen, CPA. As a member of the clergy it is tough to find someone who is knowledgeable in preparing my taxes. From the moment i spoke to Chris he knew exactly what I was talking about. He answered my questions and did an excellent job preparing my taxes in a timely manner. Grateful to have found an accountant I can have confidence in.
I’m so glad I came across Chris Whalen. He’s an amazing person with amazing, amazing service. He’s here for you with any questions asked at anytime within reason with no appointments needed just simply fantastic service.
Chris has been more than helpful! From handling my taxes quickly, to helping me get my businesses accounting back on track. He really does a fantastic job and is always quick and responsive.
Professional, knowledgeable and stands ready to educate where your knowledge gaps are.
Chris is extremely knowledgeable and responsive. As a business owner it is important for me to be able to get my information entered quickly and accurately and Chris has been able to help me every step of the way in doing so. Would definitely recommend.
Chris is great. He answered all of my concerning questions as a healthcare traveler and completed my taxes for me. I am keeping him. He’s quick, efficient and will not steer you wrong. He assured me that I will have no worries. I stress badly when it comes to taxes and travel. If you go with Chris you will not be disappointed. He’s certified for all states which is a plus as I live in the south and travel nationally. I was so happy to have found him as previous tax help from other CPAs were not so great.
As a first-time small business owner, I felt lost a lot of the time in regard to my business finances and structure. I had no idea where to start. I am so glad I chose Chris as my CPA! He is easy to reach, reliable, and answers all of my questions in a respectful and informative way. He was also flexible with prices since I was just starting up my business when I got in touch with him, which was a huge help to me! I will continue to work with Chris, and I highly recommend him as your CPA if you want to know that your business is in good hands.
I received an iRS notice and my current CPA would not return my call. Chris got back to me the same day. Within two weeks my problems were resolved. Thanks Chris very much.
Chris was knowledgeable and extremely helpful. He was able to assist me from start to finish! I would highly recommend Chris!
For years I thought using Turbo Tax was a good idea. It was not. Chris reviewed several prior years returns for me and discovered many deductions that I missed. We are amending those returns now to get my my refunds.
We have been working with Chris for about a year now and he has always been accessible and professional. I can recommend him to any small business owner without reservation.
Unfortunately my family suddenly needed a CPA with estate tax experience. Chris and his team made the process easy and transparent for my entire family. Personal touch doesn’t begin to describe the service. Highly recommend.
Chris is a great guy. He helped my elderly mother out with a problem she had and was so helpful and caring and went out of his way for her. Just a geniunely nice person!
It was really hard for me to trust somebody after five years of struggle and having my life dismantled by a tax agency and a negligent CPA. Although I share the blame in over trusting. I waited a long time to find the person that I knew could help me and for the right reasons. I have been taken advantage of by many tax advocates and attorneys. But when I spoke for the first time with Chris, I knew this man has a passion for what he does and could help me. I am so grateful to have found a person that understands my situation, has all of the knowledge to navigate through it and help me restore my life. He even understands the emotional and psychological impact. That is important because it helps you be a better client, the more you can tell him the more he can help you. He has seriously given me the confidence to go out there and focus on what I do best and I know he has my back!
Chris put my mind at ease and responds promptly and weighs every option ! 10/10 highly recommended
I found my crypto accountant! Chris Whalen's knowledge in accounting, crypto and technology was exactly was I was looking for. The bonus I wasn't expecting was his patience in helping me navigate numerous crypto exchanges to get the reports I needed. He even taught me how to use Google Drive to send the reports to him. If you're looking for a crypto accountant, Chris Whalen is your man.
I just recently began working with Chris and am blown away by the experience thus far. He is a bright and hard working individual with a fierce focus for customer satisfaction. His attention to detail is second to none and delivers a phenomenal client experience.
Great experience with Chris. He called promptly after I used his questionaire online. Helped put my mind at ease with simple solutions. Sure to use him in the near future. Very personable.
I came to work with Chris via a referral from my travel healthcare professional. Chris is very worthy of all the 5-star reviews before mine. Chris demonstrated a great working knowledge of tax laws and made my nerve-wracking experience a very smooth one I was very happy with the results of my multistate returns and am so glad to have connected with Chris. I look forward to working with Chris more in the future.
Chris was extremely helpful when it came to my taxes and business. Thank you!
Working with Chris has been a good experience and has been really helpful in having a CPA I can communicate with for my multiple businesses. He has helped gain clarity for tax related decisions crucial for my business and does a great job filing taxes.
One fo the few who understands taxes around the crypto landscape.
Chris was very helpful and patient!
Very hard to find a good business oriented cpa! When I finally found Chris it ended all my troubles!!
He’s been a great help with me helping starting up my Non Profit.
Chris is great. Very knowledgeable specifically in the nonprofit space. He was very responsive even after hours and dedicated the time to walk me through a plan moving forward. Excited to work with him.
Good communication, efficient, easy to work with, answers every and any question. 100% refer chris to anyone
Chris has been a great CPA for me so far, he always makes himself available for any question that I might have. Would highly recommend him to anyone that is looking for Great Service.
Chris is a dedicated professional and truly cares about your business. He is responsive, concise, and clearly an expert in the digital accounting world. Also, he is an expert in technology such as disaster recovery protocols which is a huge value add for all his clients. Highly recommend.
He answered all my questions and was very professional and knowledgeable.
Thanks to Chris Whalen, CPA, I was able to resolve a series of complicated, time-sensitive, and critical tax issues effectively. As a business and individual taxpayer, I am grateful that Chris was able to provide the services I needed. In addition to managing and completing everything by the deadline, he has been a great help afterward as well.
highly recommend, really fast turnaround and responsiveness.
Chris is amazing! He is efficient, knowledgeable, quick to respond, and is passionate about what he does. Filing taxes as a travel nurse can be confusing. After just a few conversations with Chris Whalen, I knew he’s the guy to trust with my tax needs.
Very transparent and cordial. Just what I’m looking for.
Extremely knowledgeable when it came to Crypto! I will definitely be coming back next year!
Chris your go to guy for taxes. For any tax related issues feel free to contact him. He was very receptive and easy to talk to and seemed very experienced.
Chris has been so kind and helpful right from the moment I contacted him. Doing your taxes can be such a stressful thing but he is always there to give advice, make things understandable, and do a thorough job. He definitely puts your mind at ease. I highly recommend him and already have done so to my friends. I can’t imagine using anybody else!
Amazing at explaining all you need to know , very professional and the best at breaking down what taxes need to be paid. Thank you again Chris !
Chris was so helpful in answering all the questions I had in regards to how I should handle my account financially! I will definitely be working with him more in the future ! Don’t hesitate to work with him he is the best !
Chris is very responsive and answers all my questions. I started working as a travel nurse in 2021 so it was a headache attempting to do it myself so I’m very glad to find their information from one of the other travel nurses I follow online. Thank you so much, Chris!
Great experience working with Chris. Fast and responsive. The work was completed on time and as requested.
Chris did an excellent job in preparing my brothers taxes following his passing and was available for any follow up questions as we closed out his estate.
I had a few tricky questions to which I needed some quick answers. Chris took my call and, without batting an eyelash, proceeded to give me actionable advice, without charge, in only the hope that, should I ever need someone to help me prepare my taxes in the future, I would think of him -- as surely I will.
Best real estate CPA I have ever met. Do yourself a favor and make an appointment with Chris.
Chris is a get-it-done man. Whatever the barrier or issue, he finds a way through it. Great to have on your team.
Chris is very knowledgeable and was recommended to us specifically for real estate accounting (NJ home sale). He was extremely responsive with an almost immediate call back to discuss our questions in detail as a complimentary consult. He made us feel comfortable after explaining all the details associated with a home sale (capital improvements, etc), and we are planning to use Chris for our taxes.
A stand-up guy and great accountant Thank you Chris
Just give Chris a call when you are looking for a tax professional. I knew from my first call that he was the one. Helped me on how to set up my rental property and answered my questions and was able to pick my situation when others were confused without even charging a penny.
Amazing, great energy and gets the job done. I'd recommend his services to anyone who needs an expert on their taxes.
Chris is very prompt to responding to queries, he is accommodating and very helpful with taxes.
Chris is outstanding. I called him from sc concerning nj inheritance and he actually answered the phone. I explained my situation and he helped me immensely. I would definitely recommend him and will notify my nj friends of this remarkable professional.
Chris gave me assurance in the tax process especially being helpful in the cryptocurrency space. I look forward to working with him again!
Chris has proven to be reliable, knowledgeable, accessible, and personable. He has provided sound professional guidance which makes me feel secure with my choice to not only utilize his services but to highly recommend him to family, friends and colleagues.
Chris is a real professional and took the time on a Saturday morning to call me back. Highly recommended and please listen to his podcast and watch his youtube channel.
I was looking for a new business CPA. I called Chris in the morning. Got an appointment with him same Day!... what a Great Experience! He truly cares about his clients.
Chris is a solid, knowledgeable client advocate with a common sense approach. I am so grateful to have sought out his advice. Thanks to him I have a path forward out of a difficult situation, and I’m already sleeping better at night. Give him a call.
I recently reached out to Mr.Whalen and received help and it has been a lifesaver. The process was quick and seamless, and the support I received was top-notch. I am grateful for the assistance and would highly recommend this CPA to anyone in need. Thank you for your support and kindness.
Perfect in every way; all follow up questions to my inquiry answered my doubts, Mr. Whalen went extra mile to navigate all particularities of my blooming business - not only for the US based part, but more importantly for the International business side. Offered advice on crypto under new IRS rules, explained in very practical matter the nuances I was unaware of. This was most helpful interaction in months, with stellar customer service and response times my partners could learn from. Should learn from. Will revisit for advice anytime unsure, in future. Thank you!
Chris is very knowledgeable about the travel Nurse LLC business and travel nursing in general. Makes information easy to understand for nonfinance individuals like myself. He is very accessible called him after getting out of a long shift and he was reachable by phone to take my call and provide assistance highly recommend him if you are a busy travel nurse working crazy hours on an assignment and just want the peace of mind that your taxes are in good hands.
Chris is very knowledgeable about traveling nurse related tax issues. He helped me get a clear understanding about how a length of stay at one location can affect taxes and stipends. I really feel like he has my best interest in mind and helps guide me through decisions so I wouldn’t be putting myself in a precarious position.
Had a quick question about crypto taxes and he answered quickly and professionally.
I filled out the contact form online and to my surprise Chris called me back in a short period of time. I explained my situation, and he answered all of my questions very thoroughly and simply. He gave me some great advice and I will move forward with it. He was also kind enough to leave the door open should I need to speak with him again. Very impressive since I am not a paying client yet. I got the impression that he really cares and enjoys discussing accounting issues with individuals and helping where possible.
Awesome guy! Knows anything you have cryptocurrency related!
Chris is a GREAT CPA! Knows his stuff and works in a very quick and effective manner! Meats and exceeds any deadlines! If you're in need of a CPA he is your guy!
Chris is a great CPA. His guidance and follow through are unmatched. If you need a CPA, I recommend you reach out to Chris.
Very transparent and fast definitely will use his services again!!!
Chris is great! He is very knowledgable and generous with his time. We reached out with a very specific question about foreign asset reporting requirements and he addressed our concerns immediately. Definitely a great resource and would certainly consult again! Highly recommend!
Very happy with Chris, he is very knowledgeable and experienced!
Chris contacted me within the same day of sending an inquiry form to schedule a phone consultation for the following morning. He answered every question without hesitation, and spent over a half hour on the phone despite the fact that I was not a current client. I look forward to working with Chris and his firm while navigating the first year of operating a new small business.
So glad Chris was recommended to us. He did an outstanding job with our taxes and only wish I had found Chris sooner! Now it's my turn to recommend. If you are looking for the right CPA the first time, call Chris.
I called Chris in the middle of tax season with some questions about travel nursing and how taxes and stipends work. I felt a little bad bugging him at his busiest time of year when I wasn't even looking to use his services at this time and just wanted some free advice. He was not only happy to help me, but was very knowledgeable and professional. I was very impressed with him and will definitely plan on hiring him next tax season. Although our interaction was brief I would absolutely recommend him to anyone who needs a CPA, especially travel nurses, as he was able to clarify some questions for me on an issue that is grossly misunderstood by too many in my profession. If I could give him more than 5 stars, I would!
After switching to a new job, Chris offered amazing advice and has provided nothing but exceptional service. He has made me feel very comfortable with filing and has made everything so easy for me! I cannot recommend Chris enough and will continue to use him for all of my tax needs.
Very professional, straight to the point, and a pleasure to speak with. I had a lot of questions and he answered everything and knows what he's talking about. Thank you!
I had questions regarding my business. He quickly answered my questions and put me on the right track. He is knowledgeable and professional, I’ll definitely be using him as my accountant when my business is up and running!
I called Chris out of the blue a few minutes ago....and he giving me more attention during the height of tax season than my longtime CPA has in the past 10 years. There is no question, if you're looking for the right CPA that has YOUR best interest at heart, then Chris is your guy. If I could give more than 5 stars, I certainly would....thanks Chris! I'm stunned at his level of responsiveness, as I know it's a crazy time of year for his industry. He is truly amazing.
Chris Whalen is incredibly generous with his time, attention and expertise. As someone who has studied different tax considerations as a real estate agent I have been delighted to find a tax professional who is clearly more knowledgeable than the rest!
Chris was extremely knowledgable and effective with how to deal with crypto losses.
Chris took time to discuss my tax situation today even in the thick of tax season. My other tax representative pushed me off over a month which was unacceptable. Very thankful he took time to speak with me. Highly recommend him!
This was the first time my wife and I worked with an accounting firm and Chris completely exceeded my expectations! He was prompt at returning emails, took time to meet with me in person and even made calls on a Saturday. He made the whole process smooth and made us feel comfortable! I highly recommend Chris!
Chris provided terrific service not only my taxes but for my brothers estate as well. The process was very easy. I would highly recommend his tax service.
Connected with this firm through a YouTube video I had found searching online for information on a tax question. Went to their website. Called the phone number; they answered, and afforded me some of their time to discuss my situation. Courteous, and helpful.
Pleasant surprise that he answered his own phone, responded quickly to inquiries and double checked info before processing. My new accountant.
I am a new client of Chris's and was treated with the same level of personal service that a long-time client would see. He took the time to explain my tax situation (via email) and followed-up with a timely phone call to answer my questions. I would highly recommend based on his professionalism and customer service.
Very knowledgeable and knows his stuff especially with crypto. Highly recommend!
I contacted him for help with a tax question/issue. Quick response from him.even though he wasn't even working the day I contacted him amd he offered to talk to me anyway. Generous with his time, even though I'm not currently a client.
Chris is amazing, he actually takes the time to care about your issue, the he solves it. He's extremely personable and a straight talker. I would highly recommend him to all.
Chris is very helpful and really cares for his clients. He responds quickly and is willing to explain everything without expecting to be hired by his clients. He is knowledgeable and very professional. I would recommend him strongly
Our experience with Chris left me wishing we had found him years ago. Chris made the navigation of our multi-state income tax situation simple and fast, promptly answering any questions we had along the way. Even though we had used chain professionals in the past, our returns triggered RFIs or otherwise left loose ends we needed to personally follow up on. There's greater peace of mind knowing we'll have Chris and his expertise to lean on when we need to, and not having to debate about where we will go for our tax prep needs in the future.
Chris was Very polite, informative and knowledgeable of my situation and was eager to assist me. I highly recommend his services for anyone who needs professional advice!
I am selling a home which was a rental property but the issue is that I live out of state. Chris Whalen was very helpful in explaining the process of 1031 and the tax breakdown. Also explaining the non-resident tax. I will definitely contact him and his office as soon as the home inspection and appraisal is complete.
10/10 recommend for travel nursing and travel nursing Tax questions.
I reached out in response to an article that related so specifically to my current situation, specifically being denied the Quickbooks file, and I was immediately contacted by Mr. Whalen. The advice was thorough and extremely useful. I’m currently awaiting a reply from the company on my request but no matter the outcome Mr. Whalen has an incredible resource.
Chris is very knowledgeable for tax questions in the travel medical profession. I highly recommend him and will be using his services in the future.
Competent and clever, he guided us well as a new business
Kind, personable, and answered all my questions. He has experience/knowledgeable with travel nursing unlike many other places! Give him a call.
Chris always gets back to me in a prompt manner. He explains everything in a way that I understand. He is also very thorough. Glad to have him as my CPA!
Chris was super quick to respond and give me a call. Very professional and super nice. He explained every question I had. Highly recommend!
After just a brief conversation with Chris, it was easy to see why he has so much positive feedback online. He was responsive and friendly even in the midst of a very busy time of the year. I would recommend his services to anyone who needs tax advice.
Chris was exceptional. I have been navigating a tax issue and have been looking for some advice. He was knowledgeable and extremely helpful with my issue. Chris came highly recommended to me and I look forward working with him moving forward.
Chris was extremely professional and made the whole process of filing our taxes easy. Highly recommend.
Since working with Chris and his team, it's been such a pleasant experience! Chris talked me through my options and provided transparency throughout every step that was specific to my tax situation. I look forward to a long and fruitful partnership with Chris and team for upcoming tax seasons. Thanks again, Chris + Team!
Chris was so informative in helping my partner and I understand selling and buying in Costa Rica. And, he was so easy to talk with and looking forward to working with him on the regular bases.
Super helpful with answering questions.
Chris helped answer my questions and gave me advice on the first phone call. He helped me to better understand my situation and cleared up many of my questions. He took time out of his day to go over things with me. His help is greatly appreciated. Thank you very much.
Mr. Whalen has great professional experience. He is right on the issues that I have questions. I am very happy that I find him.
Chris is very helpful, knowledgeable and informative Highly recommended
Chris was very knowledgeable and was able to answer every question I had and even answered questions I haven’t thought of yet. Highly recommend
My husband and I have been searching high and low for a local CPA to meet our needs. We reached out to interview Chris with some complex trust/real estate tax questions and he immediately spoke with us. He even called later that evening to go further in depth in some follow up items. We very quickly determined he was going to be “the one”. He’s extremely responsive, knowledgeable, approachable and personable. We went to his office to meet in person and had a great experience. Interactions with his staff have been extremely pleasant as well. We are very happy to have found Chris!
Chris is very friendly and personable. He truly cares about his clients and ensures that he meets all their needs. Highly recommend!
A fellow travel RN referred me to Chris. I wish I would have known about him sooner! This was the second year he helped me with my taxes, and my bf’s first year, especially since their was a huge oversight in the transferred documents between his company’s merger and federal taxes were not withdrawn for several months in 2022. Chris’ professionalism regarding the matter eased our minds as we had never experienced a situation like this before (I check every single pay stub, but my bf is a salary employee and doesn’t feel the need to check his pay stubs ??). Chris was able to submit the appropriate forms to the IRS to ask for the penalties to be forgiven, and we recently got a letter from the IRS stating that they will waive the penalty AND that we will be receiving the penalty refund! We are so grateful for Chris and his knowledge and expertise! I highly recommend him to all of my friends and anyone that will listen! Thank you so much, Chris!
Chris got back to me immediately, he took the time to fully explain the things that I needed to know to close my Father's estate. He explained the issues and that I would not need his services to resolve the affair. I found this a rare quality in these help yourself, all operators are busy, press 1,2,3, look at the FAQ page business environment of today. I will undoubtedly be using his services in the future with fullest confidence that he has my best interest in mind.
Chris was prompt, knowledgeable, and easy to talk to. I appreciate his specialty in travel work
Great experience with Chris Whalen and his firm! He worked hands-on with me to come up with best strategy and options to fit my tax situation. He has deep knowledge about personal and business tax practices and clearly communicates information. Personable, easily accessible and responds quickly. A++.
Chris is AWESOME. He is responsive, knowledgable, and super easy to work with. Highly recommend him!
Chris was great!! He answered super quick, gave me free advice! and helped me deal with my State tax notice!. I filed my state return wrong due to being a remote employee and chris was able to identify the issue and help resolved it quickly! Definitely recommend!
Professional prompt courteous and helpful.
Great and speedy service. Very satisfied with the outcome for an ammendment!
Chris Whalen is truly a remarkable individual. I’m in Florida and needed some assistance regarding taxes in New Jersey. Chris responded to my phone call quickly. He was very patient and compassionate. He carefully explained everything he needed from me. He is an amazing CPA and one can feel assured he will provide excellent care.
Was helpful in answering all of my questions
I started going to Chris a couple of years back and it has been an amazing financial decision. Chris is courteous, professional and knowledgable all while being personable as well. He answers every call and if by any chance he misses it, he reaches back out by the end of the day EVERY time. I am glad to say he doesn't disappear when income tax season is over. He has helped me out with my real estate and business tax questions as well. I highly reccomend Chris' services to anyone! UPDATE: This review is 3 years old as I am combining reviews from an old account. I am still a client of Chris Whalen and feel even more highly of him than at the time I originally wrote this.
I had an outstanding experience with Chris Whalen for my tax filing. He was highly responsive, making the process efficient and quick. Chris not only answered all my questions but also shared valuable tips for future tax planning. I appreciate his personalized and attentive service. I'll definitely be returning for future tax needs. Thank you Chris!
Chris is an exceptional human being. First off he works with such an urgency and care, he is very informative especially for anyone with a small business that just started making revenue. He’s experienced and just an overall great guy. When I reached out I was under so much stress considering my situation, not only did he help me but also gave some great advice that I can carry with me and pass on to others overwhelmed with business issues, financial problems. I had to give a review because it’s not easy to find a CPA you can trust and count on. One of the best things about Chris is his correspondence. Lack of correspondence is very overwhelming for me when doing business so having someone that keeps you updated and stays in touch is a blessing.
Working with Chris on my cryptocurrency taxes over the past three years has been a great experience. His prompt communication skills and knowledge have made these complex tax matters easy to understand. Additionally, the newly introduced online portal is a great feature, offering easy access and user-friendly navigation for document sharing and financial tracking. Overall, I highly recommend Chris for his professionalism, expertise in cryptocurrency, and dedication to client service.
We are selling a co-op for the first time. Chris has been so patient and answered every question I’ve had, never making me feel stupid.
Mr. Whalen was very helpful. He answered all my questions. Would highly recommend.
Knowledgeable and helpful. Answered all my questions.
Fast response, addressed all questions with diligence. Provided simple and comprehensive explanations. Wonderful experience. Strongly recommend.
Chris has been a pleasure working with on all of my tax and financial help.
I reached out to Chris Whalen once, to simply inquire what services he would offer a Canadian. For example, if I wanted to buy some real-estate down there and what he would do for me. He called me back promptly and was super friendly. I do have to disclose I am not his client but he is a very genuine and kind fellow. Pretty funny guy too. Despite asking him very vague questions, he gave me a lot of good advice, explained how he would help and provided me some resources to help understand how things work in the USA. If I ever start doing business or acquire assets in the USA this is the first guy I am going to call. I encourage you to reach out and see what he can do for you.
Chris has been a tremendous help with our family's accounting needs. Even with multiple life events, various filings, and complex returns, Chris is quick to respond to all questions and very organized with our information. We're relieved to know our tax returns are in great hands with Chris and would strongly recommend his services to everyone who needs accounting and tax services.
I so appreciated the website and Mr. Whalen’s Courteous manner when he called me to further explain a fraudulent email Offer.
Chris is very nice, informative, and professional! He responds very quickly and answers any questions in great detail. I will be using Chris for all of my tax needs moving forward! I am super happy to have found him.
Mr. Whalen has been doing our taxes for years! Nowadays, when people say they give you the best of the best, this is the person to go to! Any time you call him he picked the phone up anytime you have a question answers it right then there an all-around great firm highly highly recommended
Chris Whalen helped me by preparing an urgent tax return for a deceased relative. He was responsive, helpful, and reasonably priced, and his effort was much appreciated
Chris was so helpful with the management of my parent's estate. From setting up LLCs to organizing our bank accounts. He went above and beyond offering his time and knowledge with our unique situation. He is very responsive and easy to speak with. We highly recommend Chris Whalen!
He amazed me by calling me back within 12 hours after I left him a message, on a weekend in the middle of tax season with perfect answers to my questions.
I would recommend Chris, he listened to me and zeroed right in on the problem
Chris is knowledgeable, passionate about helping his clients, and always available. If you want the best, call Chris. You won't ever use another CPA.
So many CPAs did not even return my calls! Chris got back to me same day. After our phone call he was able to give me a strategy and direction with my IRS problem. I cannot more highly recommend him. If you have accounting or tax questions, he should be your first call. I cannot express the amount of anxiety that Chris relieved for me.
Mr Whalen is incredibly detail oriented, quick in his communication and always available for any questions we had. He knows his stuff. Will definitely be using him again for the future.
I would highly recommend working with Chris Whalen & his firm. They are helpful, organized and dedicate extra time to answer questions & provide guidance.
Chris has helped us out for several years now. Extremely knowledgeable and takes the time to explain everything in detail. Highly recommended.
Chris is the best! He’s a wealth of knowledge and makes taxes easy to understand. He’s straight forward and to the point, understanding the value of my time. He truly cares about his clients. Definitely something you can’t fake. Happy I’ve found a firm I’m confident in working with long term. Thanks Chris!
Very quick to answer the phone, very knowledgeable about the situation I had regarding a few crypto coins. If I needed more assistance I'd be sold as a customer!
Chris was extremely responsive and also professional. He gave me great advice when I was in a time crunch. I highly recommend and will be coming to Chris for my personal tax’s in 2025.
I highly recommend Chris because he is extremely proactive and knows exactly what needs to be done in terms of finances, documentation and taxes. He gets the job done professionally without making it more complicated and overwhelming. My only regret is that I wish I went to him sooner for as his client I know that without a doubt I am in very good hands and oh, what a relief that is. I sincerely appreciate his vast wealth of knowledge, expertise and experience. If you are seeking an excellent CPA then you need not look any further than Chris Whalen. He is the best!
Chris has been a fantastic accountant. My taxes are complicated since I work both W2 and 1099 in multiple states and he managed to get them done in a timely manner and got me a refund. Thank you Chris!
I left a message for Mr. Whalen highlighting my issue and he personally responded very quickly. I would highly recommend his firm to anyone!!
Chris is extremely knowledgeable and just as important, he is available and always ready to step in and help. My clients were closing in a week and needed confirmation of something from their CPA. Unfortunately, their CPA was not able to get the job done but Chris stepped in and saved the day!
Read this review- Looking for a forensic account, I came across Chris page. I called him up, he himself answered, & spoke to me in great detail. He took at least 30 minutes of his time for absolutely free to hear me out, without ever once asking for money or anything, on top of that- he gave me solid advice something he didn’t have to do to help what I needed. Ultimately the services I needed didn’t require his aid saving me thousands of dollars. He gave me free information, saved me thousands of dollar, and pointed me in the correct direction, with a follow up Text message to boot. I work with non-profits and business for decades as a consultant. I have never came across a professional of his calibers that took the time he did to help- wait for it- just to do the right thing. A good human in a world sometimes filled with unsavory ones. A man who gave without taking. An honest person. I have had never in my life met or spoken to him prior to this one phone call. If you’re looking for a caring person who isn’t trying to rob you- I can attest to that.
Handles all of my financial questions and Taxes perfectly and professionally. Would definitely recommend
I called Chris fews times about some Questions i had and he answered everytime and i went to his office and he was very helpful and knowledgeable person.thank you.
Chris is extremely knowledgeable and reassuring, I was very overwhelmed and he put me at ease with the situation at hand.
Chris provided services above and beyond my expectations. I had always used big name accountants in NY city, but when I had inheritance questions, they were useless. Chris directed me through some complicated issues effortlessly. Chris is knowledgeable, professional and responsive. I highly recommend Chris for all your financial and tax issues.
Chris was extremely helpful and straightforward. We had a big change in our tax situation and Chris was able to explain why and help us navigate a solution. Would recommend him highly.
Chris is great! The most important thing for me is how quickly he responds. I will work with him going forward.
Chris was incredibly thorough and knowledgeable - even on our first visit we got directly applicable answers in a short amount of time. He follows up and follows through which is very helpful. A pleasure to deal with. Very nice and put our minds at ease finally finding someone trustworthy to discuss our finances with. I will be going back for help with my mom’s finances
Very professional! He really cares for his clients and has a quick response time!
Went to Chris looking for a good CPA. Found someone who is knowledgeable, easy to communicate with, and on top of his game. A great CPA and a man who cares about the less fortunate in our society who also gives freely of his talents to help those in need .
Very helpful, answered all my questions. I am embarrassingly clueless with tax related matters and he put me at ease immediately. I am looking forward to having him as my new accountant!
Chris is amazingly efficient, professional and courteous. He helped my wife and I set up our LLC in record time and also worked with us to explain and simplify a complex tax situation to our elderly family members. We could not be happier with Chris and the services he provided our family.
Answered my call write away and provided helpful advice without hesitation
Chris is truly an expert in his field. His responsiveness is absolutely amazing. I highly recommend him!
Believe the reviews, Chris is the best! I called him about a random international wire transfer tax question and he explained it to me right off the bat and patiently answered all of my questions. I will not hesitate to use him the future and you shouldn't either! It's rare that you find people who are genuine like this guy.
Navigating a labyrinth of financial complexities, I approached Chris with a daunting tax situation involving cryptocurrency gains and international income. Not only did Chris masterfully untangle this intricate web, but he also went above and beyond by recommending a SEP IRA to optimize my financial strategy. His expertise transformed what seemed like an insurmountable challenge into a surprisingly positive outcome - a meticulously prepared tax return that resulted in a refund. Chris's profound knowledge, attention to detail, and innovative approach to tax planning have been nothing short of exceptional. For anyone facing complex tax scenarios, Chris is undoubtedly the go-to professional who can turn financial chaos into clarity and savings.
Wonderful Experience! As a Canadian who has had to deal with some financial family matters in New Jersey, I had worked with other Tax Professionals in the past who you had to literally chase down for them to help you with one small task. I was frankly tired of waiting on them and felt unimportant and like they intentionally wanted nothing to do with me. I set out to find a REAL CPA, one who is FOR THE PEOPLE, a CPA who set out on this life path for a reason and took care of their clients. After seeing the Thousand 5 Star Reviews for Chris Whalen CPA of New Jersey it was a no brainer, I had to get on the phone with him. It was the best thing I ever did. Not only was he the most professional CPA I have interacted with, but I would argue he is the most professional person in general I have ever worked with. He answers the call, he helps you with every fiber of his being, tapping into his vast knowledge reserves, and delivers your result on a silver platter in a timely manner. Chris makes you feel like you matter, your needs are important, and getting things done in a timely matter is important. Letting you know how things are moving along is also something I noticed about Chris, and this lack of knowing where we are in the process is what drove me crazy about the other CPAs. Months would go by with them and you couldn't figure out if they were working on your situation at all! But with Chris, as busy as he is, he makes the time for your needs big or small! HIGHLY RECOMMEND
Chris was extremely helpful, Chris took the time to explain everything answered all the questions I had and now I will be using Chris for my taxes for now on