News & Tech Tips

Whalen & Company, CPAs Starts New Year with New Division, New Venture

Kathleen Hargrove on January 7, 2016

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

 

Whalen & Company, CPAs Expands Staff

rlewis on June 3, 2015

WORTHINGTON, Ohio (June 3, 2015) — Whalen & Company, CPAs recently added the following individuals to its team:

Jennifer M. Moore, Esq.
Jennifer M. Moore, Esq.

Jennifer M. Moore, Esq. – Tax Staff

In her new role as a Tax Staff member, Moore is responsible for preparing federal, state and local income tax returns for businesses and individuals.  Moore will also perform various accounting duties for firm clients.

 

 

 

 

 

Jonathan King, CPA
Jonathan King, CPA

Jonathan King, CPA – Tax Staff

As a member of Whalen’s Tax Staff, King will prepare federal, state and local income tax returns for businesses and individuals.  King will also perform various accounting duties for firm clients.

 

 

 

 

 

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About Whalen & Company, CPAs: Whalen & Company 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.

 

Whalen & Company Celebrates 70th Anniversary

rlewis on April 23, 2015

Whalen 70th Anniversary LogoWORTHINGTON, Ohio (April 23, 2015) — Whalen & Company, CPAs celebrated more than the end to a successful tax season on April 16, 2015; the Worthington-based firm commemorated its 70th anniversary.

Established in 1945 in Springfield, Ohio, Whalen & Company has provided accounting and consulting services to companies and individuals in central Ohio, and beyond, for seven decades.

The City of Worthington, home to Whalen since 2003, recognized this achievement with a proclamation, presented to firm partners by Mayor Scott Holmes and City Council President Bonnie Michael on April 16, 2015.

Pictured Left to Right: Worthington Mayor Scott Holmes; Lisa Shuneson, Co-Managing Partner, Whalen & Company; Worthington City Council President Bonnie Michael; Richard Crabtree, Co-Managing Partner, Whalen & Company; Bruce Berry, Partner, Whalen & Company; Ohio Sen. Jim Hughes; and Patrick McClary, Partner, Whalen & Company
Pictured Left to Right: Worthington Mayor Scott Holmes; Lisa Shuneson, Partner, Whalen & Company; Worthington City Council President Bonnie Michael; Richard Crabtree, Partner, Whalen & Company; Bruce Berry, Partner, Whalen & Company; Ohio Sen. Jim Hughes; and Patrick McClary, Partner, Whalen & Company

State Sen. Jim Hughes also shared a proclamation to commemorate the firm’s anniversary on behalf of the Ohio Senate; and Lucas Crumley, representing U.S. Rep. Pat Tiberi, presented a proclamation on behalf of the U.S. House of Representatives. Whalen & Company likewise received a proclamation from the State of Ohio, sent by Gov. John Kasich and Lt. Gov. Mary Taylor.

Pictured Left to Right: Bruce Berry, Partner, Whalen & Company; Lucas Crumley, Asst. District Director for U.S. Rep. Pat Tiberi; Lisa Shuneson, Co-Managing Partner, Whalen & Company; Richard Crabtree, Co-Managing Partner, Whalen & Company,; and Patrick McClary, Partner, Whalen & Company
Pictured Left to Right: Bruce Berry, Partner, Whalen & Company; Lucas Crumley, Asst. District Director for U.S. Rep. Pat Tiberi; Lisa Shuneson, Partner, Whalen & Company; Richard Crabtree, Partner, Whalen & Company,; and Patrick McClary, Partner, Whalen & Company

Partners Richard D. Crabtree, CPA, PFS and Lisa G. Shuneson, CPA, PFS accepted the proclamations and credited Whalen’s employees for the company’s longevity.

“While the industry landscape has changed during our time in business, the values of integrity and service personified by our team have helped Whalen and Company remain successful for 70 years,” said Crabtree.

Shuneson echoed that sentiment, saying, “Our founder, Elmer Whalen, operated this business with the philosophy that ‘people don’t work for you – they work with you.’  That mentality is still a part of our culture and we are proud to work side-by-side with the outstanding members of Whalen and Company.”

Comment on this blog post for a chance to win a Whalen Anniversary Can Cooler!

IMG_2094Help Whalen & Company celebrate our 70th anniversary by leaving a comment on this blog for a chance to win a limited-edition drink cooler (pictured left)!

Whalen will choose five (5) comments at random from all comments on this blog post between April 23 and April 30, 2015, and the winning commenters will receive a Whalen can cooler.

All you have to do is leave a comment on this blog post by 11:59 p.m. EST on April 30, 2015 and you’ll be entered for a chance to win!

Whalen CPAs
250 W. Old Wilson Bridge Rd., Suite 300
Worthington, OH 43085-2215
(614) 396-4200

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