A Client Focused Accounting Firm

Accounting That’s Pleasant, Understandable and Easy.

Our clients’ success in life and business is as important to us as their tax compliance.

Our relationships are treated with the utmost care that creates a safe zone for conversation, friendship, trust — and a bit of fun, too. We become active and involved in both clients’ businesses and personal lives. Count on us to be there for the important moments and the tough conversations. These special relationships drive us every day, and they give our clients peace of mind.

What To Expect When Working With Whalen CPAs.

When you are a Whalen CPAs client, you can expect to hear from us on a regular basis. We may not always have the news you want, but it will be timely and accurate. Plus, you will always be greeted with a friendly smile, a heartfelt hug or handshake and a warm cookie! It’s part of our signature reception experience.

We may not even have accounting business to discuss with you. Instead, it may be an introduction of a resource, a potential new client or a birthday or anniversary greeting. These are just a few of the things that make us different.

We are proactive, and reactive when we need to be. We keep our clients informed on tax changes and aware of opportunities that can benefit them personally or professionally. We educate our clients and communicate at a level that makes complex information easy to digest and understand. As a result, our clients make better decisions and enjoy greater successes. Making accounting easy and enjoyable is our mission.

We’ve Been Called a lot of Things — Like Friends, Advisors and Trusted Partners.

Learn what our clients have to say about working with Whalen CPAs

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
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