Whalen

Whalen CPAs is a full-service accounting firm with a long-standing commitment to providing exceptional service to businesses and individuals in Worthington, Ohio, and beyond. Established in 1945, our firm has built a reputation for expertise, integrity, and a genuine dedication to understanding our clients' unique needs. We believe in going beyond the traditional role of a CPA firm, fostering lasting relationships and becoming trusted partners in our clients' success.

Our Services: A Comprehensive Approach

At Whalen CPAs, we offer a comprehensive suite of services designed to meet the evolving needs of our diverse clientele. Our services encompass:

• Accounting Services: From bookkeeping and financial statement preparation to budgeting and forecasting, our accounting team ensures accurate and timely financial management, providing you with clear insights into your business's performance.

• Tax Services: We navigate the complexities of the tax code, offering a full spectrum of tax services for individuals, businesses, and high-net-worth individuals. Our expertise covers tax planning, preparation, representation, and specialized tax services tailored to specific industries or needs.

• Audit & Related Services: Our team of experienced auditors provides a range of assurance services, including audits, reviews, compilations, and agreed-upon procedures. We adhere to the highest professional standards and deliver insightful reports to enhance financial transparency and accountability.

• Business Advisory Services: Beyond traditional accounting and tax services, we offer strategic business consulting to guide our clients towards growth and prosperity. Business advisory services encompass a wide range of areas, such as business valuation, succession planning, merger and acquisition support, and operational improvement strategies.

Client-Focused Approach: Building Personal Relationships

What truly sets Whalen CPAs apart is our unwavering commitment to our clients. We believe in building genuine relationships, taking the time to understand your business objectives, and providing personalized solutions that address your specific needs. We go beyond transactional services to become trusted advisors, proactively communicating, offering guidance, and celebrating your successes.

Dedicated Team: Expertise You Can Rely On

Our team comprises highly skilled professionals with a wide range of expertise and certifications. We invest in continuous professional development, ensuring our team stays at the forefront of industry standards and best practices. Our dedication to delivering exceptional service is reflected in our commitment to fostering a supportive and collaborative work environment where teamwork and client success are paramount.