Tax Services

We are your tax experts.

The professionals at Whalen & Company, CPAs are dedicated to staying informed of the latest tax law changes to minimize your tax obligations and maximize your potential.

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

Benefits to You:

Whalen & Company has been offering tax services for more than 70 years; we are highly skilled in offering proactive tax advice and creative tax planning. Our expertise and guidance can provide you:

  • Increased opportunity for tax savings
  • Potential for investment capital through proper entity selection and appropriate division of profits
  • Updates on tax law changes and how they affect you
  • Time savings to focus on your business
  • Potential for lowering tax liability when selling your business
  • Personal and professional wealth preservation
  • Industry expertise allowing us to capitalize on tax strategies for your specific business

Additional Services Include:

Contact us for a free initial consultation so you can get to know Whalen & Company, and we can determine how we can best serve your needs.