Whalen & Company, CPAs Starts New Year with New Division, New Venture
WORTHINGTON, Ohio (Jan. 7, 2016) — Whalen & Company, CPAs is enhancing its service offerings in 2016, merging with QuickBooks® consulting firm, Simplibooks, and launching a new tax preparation practice, Simplitax. These developments follow Whalen & Company’s acquisition of accounting firm Earman & Wood CPAs in November 2015.
“This is an exciting time for our firm,” said Whalen & Company Partner Lisa Shuneson, CPA, PFS. “As we enter our seventy-first year in business as an accounting firm, Simplibooks and Simplitax will help us continue to evolve with the industry, meet the needs of our clients and engage new clients.”
Previously based in Hilliard, Ohio, Simplibooks will continue to provide QuickBooks® support and bookkeeping services as a division of Whalen & Company. Simplibooks founder Jessica A. Distel, CPA, MBA, a Quickbooks® ProAdvisor, will join Whalen & Company as a Senior Manager, along with associates Tiffany Clark as Client Service Leader and Josh McReynolds as Accounting Staff.
This alliance coincides with a new business venture for Whalen & Company: the launch of Simplitax, a tax preparation business. Simplitax will provide individual income tax preparation as a separate entity operating within Whalen & Company’s parent offices during the 2016 tax year, with plans to expand in 2017.
“Simplitax will provide basic income tax return preparation for individuals, allowing us to connect with new clients who may not have required the full slate of offerings at Whalen & Company,” said Whalen & Company Partner Richard Crabtree, CPA, PFS.
“We are excited about serving new clients with Simplitax’s competitive rates and convenient services,” said Crabtree.
For more information about Simplibooks and Simplitax, visit www.simplibooks.com and www.simplitaxusa.com.
About Whalen & Company, CPAs: Whalen & Company is a full service CPA firm located in Worthington, Ohio. Established in 1945, Whalen & Company offers accounting, audit, business advisory and tax services. www.whalencpa.com