Whalen CPAs

Our Passion. Your Peace of Mind.

Contact Us

We Are More Than Accountants.

Whalen CPAs is a full-service CPA firm located in Worthington, Ohio. Established in 1945, Whalen offers tax, accounting, audit and assurance, business valuation and a variety of business consulting services.

But We Are More Than AccountantsMuch More!

It is what we do beyond the ordinary — the unexpected — that truly drives our differentiation and success for both Whalen CPAs and our clients.

We Are Beyond Ordinary.

Sure, we invest in the ordinary things like automation, software and technical knowledge to be a best-in-class accounting and tax firm.

So, what makes us different?

  • Investing in life-long relationships and taking time for personal events that matter to both our clients and team.
  • Cultivating proactive outreach and communication.
  • Developing partnerships with our clients’ vendors and banks and carefully guiding our clients through new tax laws or technology to ease the way of understanding.
  • Meeting quarterly with clients to get to know them and what is going on in their business and their life.
  • Investing in premium team members — top talent who share the Whalen values for building and maintaining close relationships and who excel in accounting practices.
  • And devoting time to associations and higher learning organizations that challenge our team to be the best stewards for our clients.

Here at Whalen CPAs, we are driven to make accounting easier — for you and your business. That is our mission.

Are you ready to experience accounting that provides peace of mind? Then Contact Us to learn more about who we are and what we do.

Lisa Maxwell

Whalen CPAs is small enough to provide personal service, while big enough to handle any service issues with expertise.

Lisa Maxwell
Controller / Oakland Nursery

Brian Mortellaro

The most important thing a business owner can ask from their business advisors is to have trust in them. There is no one that I deal with that I have more trust in than the folks at Whalen CPAs.

Brian Mortellaro

Jenny Demko

Richard, Lisa, Patrick, Bruce and the team of associates at Whalen CPAs are truly exceptional. Genuine; customer-focused; and readily available to respond to any question, issue and request related to our tax and accounting needs — regardless of who in our business asks it. I consider the Whalen team an extension of our business — critical to its operation; and vested in its success.

Jenny Demko

David Sahr

Whalen CPAs provides outstanding value to the Hondros Family of Companies. They are always looking for ways to help our businesses and keep us informed of changes in regulations or tax law that affect our businesses. It’s invaluable to have a team of accountants that are looking out for you, like they do at Whalen CPAs.

David Sahr

Michelle Kerr

I trust Lisa Shuneson and the team at Whalen CPAs have my best interest in mind when making recommendations, and they continually bring new ideas to light that could benefit our organization. Lisa’s dedication to her clients is unparalleled. I feel fortunate to be a client.

Michelle Kerr
President / Lightwell, Inc.

Luconda Dager

For more than 40 years, Whalen CPAs has been our choice of accounting firms. As a 101-year-old family business, they understand the needs and issues that are specific to our business. They are more than just our accountants. The relationship that we’ve developed over the years has provided a sense of security as the leadership of our business has changed from generation to generation. We feel that their guidance and expertise has helped us to see tremendous growth over the past few years and we look forward to an even brighter future!

Luconda Dager
President / Velvet Ice Cream

Recent News & Updates

Social Security tax update: How high can it go?

Social Security tax update: How high can it go?

Employees, self-employed individuals and employers all pay Social Security tax, and the amounts can get bigger every year. And yet, many people don’t fully understand the Social Security tax they pay. If you’re an employee If you’re an employee, your wages are hit with the 12.4% Social Security tax up to the annual wage ceiling. …

Why audited financial statements matter

Why audited financial statements matter

Reliable financial reporting is key to any company’s success. Here’s why your business should at least consider investing in audited financial statements. Weighing the differences Most businesses maintain an in-house accounting system to manage their financials. The documents your staff prepares through your in-house accounting system are called “internally prepared financial statements.” In many cases, …

Surprise audits are proven to fight fraud

Surprise audits are proven to fight fraud

Four antifraud controls are associated with at least a 50% reduction in both fraud loss and duration, according to “Occupational Fraud 2024: A Report to the Nations,” published by the Association of Certified Fraud Examiners (ACFE). They are financial statement audits, reporting hotlines, surprise audits, and proactive data analysis. However, the ACFE study also found …