Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Services in Dublin, Ohio
At Whalen CPAs, we believe accounting extends beyond numbers to building meaningful relationships. Established in 1945, our firm combines technical expertise with personalized service, acting as trusted advisors to clients ranging from individuals to multinational corporations. We prioritize proactive communication, quarterly client meetings, and tailored solutions to address both business and personal financial goals. Our team invests in continuous learning and industry partnerships to stay ahead of regulatory changes, ensuring clients receive forward-thinking guidance.With a focus on automation and technology, we streamline processes while maintaining the human touch that defines our client relationships. Our commitment to excellence is reflected in our long-standing reputation as a best-in-class accounting firm in Dublin, Ohio, where we empower clients to achieve financial clarity and long-term success.
Services
Accounting Services
Tax Services
Audit and Related Services
Business Advisory Services
Medical and Dentistry Consulting
Payroll Assistance
Financial Statements
Software Support
Business Valuation
Compliance Services
Details
- Year established: 1945
Highlights and features
- We offer over 75 years of experience in accounting and tax advisory services.
- Our team provides proactive communication and quarterly client meetings for tailored solutions.
- We specialize in serving diverse industries, including healthcare, construction, and nonprofits.
- We integrate advanced technology to streamline accounting processes and improve accuracy.
- Our client-centric approach prioritizes long-term relationships and financial transparency.
What people say
Exceptional
Trustworthy
Personalized service
Long-term partnerships
Deep expertise
Services
Accounting Services
Whalen CPAs delivers comprehensive accounting services, including cash flow forecasting, payroll assistance, and financial statement preparation. Our team ensures compliance and profitability through tailored solutions for businesses of all sizes. With a focus on automation and accuracy, we help clients maintain organized financial records and achieve long-term stability.
Tax Services
Our tax experts provide strategic planning and compliance solutions, staying updated on evolving tax laws to minimize liabilities. Services include individual and business tax filings, representation during audits, and specialized tax-saving strategies for high-net-worth clients and corporations.
Audit and Related Services
Whalen CPAs offers audit, review, and compilation services to ensure financial transparency. We specialize in ERISA audits, FAR overhead audits, and agreed-upon procedures, providing actionable insights to enhance business growth and regulatory compliance for diverse industries.
Business Advisory Services
We guide businesses through growth planning, exit strategies, and operational improvements. Our advisory team helps clients evaluate market opportunities, optimize financial performance, and navigate complex regulatory environments with data-driven recommendations.
Medical and Dentistry Consulting
Tailored consulting services for medical and dental practices include financial reporting, office management, and profitability analysis. Our specialists combine accounting expertise with industry-specific insights to help healthcare providers improve operational efficiency and patient care.
People
Lisa G. Shuneson
CPA
Lisa G. Shuneson is a dedicated CPA at Whalen CPAs, known for her client-focused approach and expertise in accounting and tax advisory. She prioritizes building long-term relationships and delivering tailored financial solutions.
Bruce A. Berry
CPA
Bruce A. Berry brings extensive accounting experience to Whalen CPAs, specializing in audit and compliance services. He is committed to providing clients with accurate financial guidance and proactive support.
Patrick J. McClary
CPA
Patrick J. McClary is a trusted advisor at Whalen CPAs, offering strategic business consulting and tax planning expertise. His collaborative approach helps clients achieve financial clarity and growth.
Linda L. Nay
CPA
Linda L. Nay specializes in audit and assurance services, ensuring clients meet regulatory standards while optimizing financial performance. Her analytical skills and attention to detail drive client success.
Tammy Snider
CPA
Tammy Snider provides comprehensive accounting solutions at Whalen CPAs, focusing on personalized service and technological innovation to streamline financial processes for clients.
Questions
What services does Whalen CPAs CPAs offer?
Whalen CPAs CPAs provides accounting, tax, audit, business advisory, and healthcare consulting services tailored to individuals and businesses of all sizes.
How does Whalen CPAs CPAs differentiate itself from other firms?
We combine technical expertise with personalized service, proactive communication, and industry-specific knowledge to build long-term client relationships and deliver actionable insights.
Which industries does Whalen CPAs CPAs specialize in?
We serve diverse industries, including healthcare, construction, education, nonprofits, real estate, and technology, offering tailored financial solutions for each sector.
What is Whalen CPAs CPAs' approach to client relationships?
We prioritize quarterly meetings, proactive communication, and tailored financial strategies to ensure clients achieve both personal and business goals with confidence.
