Whalen CPAs: Blog

Discover Our Thoughts on Important Accounting Topics.

We understand that constantly changing tax laws can get confusing. That is why we keep our blog updated on tax policies that could affect the life and business of our clients. If you have any questions regarding an article featured on our blog, please contact the experts at Whalen CPAs for more information. Want info delivered right to your inbox – Subscribe Now

Tax mitigation strategies when rebalancing your investment portfolio

Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios

Individual tax calendar: Key deadlines for the remainder of 2026

Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the

What if …? How stress testing can help your business prepare for economic uncertainty

Even financially sound businesses can be vulnerable to market volatility and unexpected disruptions. Many companies discover too late that their

Taking a strategic approach to price increases

Rising labor, materials and operating expenses continue to pressure margins across industries. To relieve that pressure, you might consider a

Want to speed up your month-end close? Here’s how

For many organizations, the end of the month brings added pressure to finalize financial records accurately and on time. This

How AI is transforming small business bookkeeping

Many time-consuming accounting and bookkeeping processes — from transaction coding to financial analysis — can now be handled more quickly

April 15 is the deadline for more than just your income tax return

You know your 2025 federal income tax return is due April 15, 2026. But do you know what else has an

What’s your potential business vehicle deduction?

If you used one or more vehicles in your business during 2025, you may be eligible for valuable tax deductions

Turn your income statement into a profit-boosting playbook

When your financial statements arrive, it’s tempting to glance at the bottom line and move on. After all, you’ve got

Important 2026 tax figures for businesses

Quadrupled SALT deduction limit means more taxpayers will benefit from itemizing on their 2025 returns

An important decision to make when filing your individual income tax return is whether to claim the standard deduction or

Beware: Accounting missteps can trip up new businesses

Launching a start-up comes with no shortage of big decisions and fast-moving priorities. In the rush to grow, financial fundamentals

How activity-based costing can improve business performance

Your income statement indicates whether your business is profitable — but it doesn’t always explain why. For many small

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