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A Foundation Built on Expertise and Personalized Service

We are a certified public accounting and business advisory firm committed to helping individuals and businesses achieve financial success and navigate the complexities of the ever-changing business landscape. Founded on the core values of integrity, transparency, and personalized service, we have been serving clients throughout Red Bank, Middletown, Rumson, Colts Neck, Holmdel, Monmouth County, and Ocean County for over thirty years.

Expanding Your Financial Horizon

Our team of experienced professionals offers a comprehensive suite of services designed to empower you to reach your financial goals. We leverage our deep industry knowledge and analytical skills to provide tailored solutions across the following areas:

**Personal Tax Planning and Preparation

  • Individuals: Tax filing assistance, tax planning strategies, retirement planning, and estate planning.
  • Business Tax Preparation: Comprehensive compliance assistance for corporations, S corporations, partnerships, and LLCs.

**Accounting and Advisory Services

  • Bookkeeping and financial reporting for businesses and individuals.
  • Business valuations and financial analysis.
  • Consulting on mergers and acquisitions, financial planning, and risk management.

**Specialized Expertise

  • Crypto Tax Advisory: Guiding clients through the complex regulations and opportunities in the cryptocurrency market.
  • Collaborative Law & Mediation: Facilitating collaborative solutions to family law disputes, including divorce and estate planning.
  • Forensic Accounting: Investigating fraud, fraud prevention, and litigation support.

A Focus on Building Relationships

At the core of our approach is a genuine desire to understand our clients' unique needs and goals. We take the time to build strong relationships, explaining complex financial concepts in clear, easy-to-understand language.

Our Values

  • Integrity: We adhere to the highest ethical standards and maintain strict confidentiality.
  • Transparency: We provide clear and timely communication throughout the process.
  • Client-Focused: We prioritize your needs and proactively address your concerns.
  • Professionalism: Our team maintains the highest qualifications and stays abreast of industry trends.
Let us be your trusted partner in achieving your financial goals. Contact us today to schedule a consultation and discuss your unique needs.
Reviews (1089)
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Positive: Highly recommended for exceptional expertise, professionalism, and responsiveness.

Expertise and Service

The reviewers praise Chris Whalen's expertise in accounting and taxation, citing his in-depth knowledge and experience. They appreciate his ability to explain complex financial concepts in a clear and understandable manner. Many reviewers mention his responsiveness, with some noting that he responded to their inquiries quickly and thoroughly.

Professionalism and Communication

Reviewers highlight Chris's professionalism and excellent communication skills, noting that he is easy to speak with and responds promptly to questions. Several reviewers comment on his friendly and approachable demeanor, making them feel comfortable and at ease.

Availability and Flexibility

Several reviewers appreciate Chris's availability and flexibility in scheduling appointments and responding to emails and calls. Some mention that he is willing to work around their schedules and needs.

Consistency and Follow-up

Numerous reviewers praise Chris's consistency and follow-up in providing excellent service. They appreciate that he is proactive and takes initiative to ensure their financial needs are met.

Expertise and Knowledge

Reviewers emphasize Chris's expertise in various areas of finance, including forensic accounting, taxation, and business accounting. They praise his ability to navigate complex financial situations and offer valuable advice.

Personal Touch

Several reviewers appreciate Chris's personal touch, citing his friendly and caring attitude. One reviewer mentions that Chris went above and beyond to help them with their financial situation.