Chris Whalen, CPA

Within the first 10 minutes of sitting down in Chris? office I had learned more than in the past 4 years with my old accountant. My wife and I have several rental properties, among other financial vehicles, and a relatively complex income stream. Chris knew and provided advice for all of them in an incredibly impressive manner. Anyone that doesn?t feel 100% confident in their current accountant, or anyone just simply looking to see if anything better is out there, would benefit immensely from just having a

We could not be happier with Chris?s work! His expertise and clear communication helped alleviate our worries over filing taxes as an out of state travel nurse. He guided us through that tax season and made valuable recommendations on how we could improve the next year?s return. We implemented those suggestions and are very satisfied with the results.

Chris is always professional, responds to all our questions, concerns in a timely manner. Chris let us know that switching to an S-CORP would be far more advantageous for our business, and he executed the documents associated with this change. Excellent and responsive tax preparation. Would highly recommend for all your accounting needs.

I had a fantastic experience with Chris, CPA! He got me into his office quickly, was incredibly understanding, thorough, kind, and truly attentive to my situation. I felt heard and supported every step of the way. Highly recommend!

Called today for a consultation and help with my taxes I was immediately pleasantly surprised to say the least the owner took care of me did not pass me on to anyone else in the office and assured me everything will be taken care of. Extremely happy Chris took the time out during busy season to handle my issue in a matter of minutes. Great communicator and I would recommend Chris to anyone in New Jersey looking for a CPA that is hands-on

ANYONE LOOKING FOR THE BEST CPA, SEARCH NO FURTHER! I was searching for someone to help me with my taxes. I was in a situation that I was in need of a professional. I searched online, even called a couple places who didn't respond and then I ran across Chris whalen. Not only did he respond but he answered the phone on the first call immediately. He answered every question. He reassured me and made me feel extremely comfortable. He is TOP NOTCH! If anyone out there wants THE BEST CPA, he's the guy!! He is a

Attempted to use for tax returns. He sent me estimates that were really high and told me to pay the bill and then we could discuss later without providing any consults, backup information or explanation. After repeatedly requesting further money for services, I requested a breakdown of the time and fees. He told me to find another accountant and then refused to provide any documents related to the estimates he insisted I pay or evidence related to the 10 plus hours he charged me for at over $400 per hour.

Chris and his team are great! I recently switched CPAs and was lucky to find Chris. My tax situation and become more complex over the years with my wife, kids, Airbnbs, and a small business. Chris has put together detailed strategies to help me mitigate taxes, resulting in finally getting a refund from the IRS. This hasn't happen to me in years. He is super knowledgeable and clearly answers any questions I have. My previous accountant was unreachable during tax season but Chris always answers my calls and v

Chris is an exceptionally knowledgeable CPA! His professionalism and clear communication made the entire process seamless and stress-free. I truly enjoy working with him because it's evident that he genuinely cares about his clients and their success, and that means a lot to me! Thank you again for such outstanding service!

I called Chris to set up a consultation about real estate taxes. I was ready to pay for his expertise. He was so kind and gave me great advice, In the end, he did not ask for fee! Will definitely Go back to him!

I highly recommend Chris CPA for anyone seeking expert accounting services, especially in the complex world of cryptocurrency. His deep knowledge of crypto accounting is truly impressive, navigating tax regulations, blockchain transactions, and reporting requirements with ease. He takes the time to explain intricate concepts in a clear, understandable way, making it easy for clients to grasp their financial situation.

I have had the pleasure of working with Chris Whalen, CPA, and I can confidently say he is an outstanding professional. Chris has provided invaluable assistance with both my personal and business finances, offering expert advice and tailored solutions every step of the way. His deep knowledge of tax law, accounting practices, and financial planning has saved me time, money, and stress. What sets Chris apart is his genuine commitment to helping his clients succeed. He takes the time to explain complex conce

I was in a serious situation with my taxes and Chris Whalen, CPA, LLC took their time and make sure my taxes were done correctly, they were very professional, they even worked with me on my fees, truly a life saver, I would recommend Chris Whalen, CPA, LLC to everyone, thank you guys for all your help

As a newer business owner who is unfamiliar with the state/federal tax code, Chris has been able to help me understand everything and get the back end of my business in check. He truly does care about his clients and is willing to go the extra mile to see that you are taken care of.

I came to Chris with a question about my nonresident New Jersey tax return. It had been denied and not only were they not refunding me money but they were trying to take more money from me. After multiple threatening letters from them I found Chris online. He was a godsend. Not only did he speak knowledgeably, but also truthfully and in a very easy understand way. He followed up with me as we went through the process. It was the perfect advice and I was got my refund! Highly recommend!!

I was in need of a CPA due to the impending sale of property. After an extensive search online, I decided to call Chris Whalen and am so glad I did. His immediate response and sound advice was greatly appreciated. He answers all my questions and makes what could be very stressful much easier. So happy I found him.

Chris was very polite and informative. He is a very astute accountant and a wealth of knowledge. Highly recommended.

During a transitional period for us with full to part-time work, taking Social Security & Medicare, selling a home and purchasing another, Chris has taken our particular circumstances and distilled the important questions and tax-related issues into terms we can clearly comprehend. He has a great understanding of how our retirement decisions will affect our tax exposure. Chris is reliable, easy to reach and communicate with, which is exactly what we were looking for in a CPA and expert tax advisor. We h

Chris Whalen CPA is an absolute class act. I consider myself someone who does a lot of research prior to making any decision, that was certainly the case with selecting a CPA who could help me get set up as a business.. What you read in these reviews for Chris, is absolutely spot on.. He is diligent, caring and confident in his abilities. That's the type of accountant that you want in your corner - can't speak highly enough about him. He will return your texts/emails/calls right away, never leaving you in t

Chris is a very smart, very knowledgeable CPA, and is always available for questions, advice. Helped me a great deal with my tax situation. I Highly recommend him

Was looking for a question of mine to be answered about a selling of a house and the funds being transferred to my name instead of my parents name Chris was very informative and answered all my questions and even provided more detailed information to me about what to expect when filing taxes. Overall, a great person and willing to help and go above the beyond. Thanks again, Chris I will be speaking to you again very soon.

Chris was knowledgeable and nice enough to take me on last minute this year. I?m glad I found him would definitely recommend.

Chris was extremely helpful. He's very knowledgeable and wad able to help me understand my current situation with intelligence and clarity. Thank you again for everything.

Called on a whim at the very end of the day and Mr. Whalen was still happy to answer all of my random questions at no cost and no obligation to either of us. If assistance is needed, I would continue to recommend his firm to both locals and non locals.

Chris is extremely knowledgable when it comes to tax planning and strategy, but more importantly he is able to simplify these complex topics to make his clients feel comfortable and provide them with peace of mind knowing they're being taken care of properly. I highly recommend Chris as he is someone you can trust will do things right and also is a relatable, good human.

As a new resident of NJ, my husband and I had to find a tax accountant. I was not satisfied with our first choice, but it gave me a deeper appreciation for the level of service we have enjoyed working with Chris Whalen. When he says he will have our return ready in 3 weeks, he means it. When we have a tax related question he picks up the phone promptly. When I meet with him in his office, it is a comfortable exchange even when I seem puzzled by a tax issue. My husband and I entered into 1031 property exchan

Chris is absolutely the best! Super knowledgeable, great expert and extremely helpful in all tax, audit and accounting matters! He listens, scans the problem and finds the best possible solution right away and always very responsive and ready to help! Incredible and talented CPA!

I was stressed out about an LLC tax situation and called Chris based on great Google reviews. After a brief phone chat, he alleviated my fears and suggested a strategy for my accountant. I talked with my accountant who was receptive to Chris's suggestion. Chris was helped me avoid paying more than I had to - both in terms of taxes and also accountant fees. He put in the extra effort and I highly recommend reaching out to him for tax advice and services! Dave E

A CPA emailing clients to label an elected official with loaded, divisive language, especially invoking religion and political ideology, is not only unprofessional, it?s ethically questionable. Stop the fear mongering.

Chis has provide our business with exceptional accounting services that are both timely and reasonably priced. His yearly tax return preparation are done within two weeks at a cost that was considerable lower that what we had been paying. I highly recommend Chris Whalen, CPA for accounting services.

I contacted Chris recently looking for assistance after I received a NJ taxation audit letter. His response was immediate and we worked through my questions with care and consideration. He took the time to explain the situation and I'm now confident on the matter. I will definitely seek his services again.

Chris Whalen has been fantastic to work with! He is extremely responsive and has provided top-level guidance and support! If you are in need for any tax consulting services, Chris Whalen is your guy - I strongly recommend and encourage you to use him!

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

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 n

Chris Whalen is a smart and fast CPA with a strong ability to quickly scan through a business proposal with financial statements and provide a quick and efficient perspective on business valuation. He did that as a courtesy and did not charge us a penny for his expertise and time. I deeply appreciate it. Thank you so much !!

I was looking for a CPA, since my accountant retired. Chris Whalen came highly recommended through several friends. I called Chris Whalen and he was so kind assisting me with a tax issue resolving it within a day. He was quite gracious and understanding. I would recommend Chris to anyone that requires an excellent CPA. Words cannot express how grateful I was to find such a wonderful CPA. Tina Hedlund

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.

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.

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!

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, a

In trying to start an online business I found it difficult to find CPAs in my area that are tech savvy. Chris was the most helpful of all the people I called and right away gave me great advice over the phone.

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.

I have been with Chris for about a decade now. I am freelance in the film/television industry and Chris has helped me navigate my difficult finances with ease. I have recommended him to numerous friends and family.

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 hav

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 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.

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

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.

Chris is a highly knowledgeable and talented accountant. He is extremely cost effective and fast. I have found him to be reachable at all times and he cuts right to the chase and tells you like it is.

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

Chris helped me set up my business and things have gone so smoothly. This is new for me and he has responded to my questions promptly as they have come up. I highly recommend Chris!

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!

Chris is an extremely knowledgeable professional. He is easy to talk to (he is very funny) and is always easy to contact. Chris provides answers immediately. We feel that we are in very good hands with Chris.

Chris did a great job with an Estate Tax return for our family. He was very professional and completed the work in a timely manner.

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.

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!

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 Whalen is hands down the best CPA I've ever worked with. He's very professional and knowledgeable in his field and does amazing work. 10/10 Would recommend.

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

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, an

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.

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 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.

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

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 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!

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

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

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.

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 .

I really appreciate how helpful Chris was. He was quick to return my call and was able to answer my questions in ways I could understand.

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.

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

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.

Extremely knowledgeable and professional. Chris promptly responded to my request and provided great advice. Highly recommended!

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!

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 fo

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 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.

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 recomm

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 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!

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.

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

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'

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!

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!

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