Business Details
50+ Years
experience
Your Trusted Partner for Comprehensive Accounting Solutions
Whalen CPAs has been delivering comprehensive accounting solutions since 1945, combining technical excellence with personalized service. Our team of seasoned professionals specializes in tax compliance, audit assurance, business valuation, and strategic advisory services, prioritizing long-term client relationships over transactional interactions. We differentiate ourselves through proactive communication, industry-specific expertise, and a commitment to understanding clients' personal and professional goals.Our approach extends beyond traditional accounting, incorporating life-cycle planning, business process optimization, and technology integration to provide holistic financial guidance. With decades of collective experience, we serve as trusted partners for individuals and businesses seeking reliable, forward-thinking financial stewardship.
Services
Tax Services
Audit Assurance
Business Advisory
Accounting Services
Medical Consulting
Payroll Assistance
Succession Planning
QuickBooks Support
Financial Planning
Business Valuation
Details
- Year established: 1945
Highlights and features
- We provide personalized accounting solutions tailored to individual client needs
- Our team maintains proactive communication through quarterly client meetings
- We offer industry-specific expertise in medical and dental practice consulting
- Our professionals combine technical excellence with business advisory capabilities
- We prioritize long-term relationship building over transactional interactions
What people say
Exceptional expertise
Personalized service
Proactive outreach
Trusted advisors
Long-term trust
Services
Tax Services
Whalen CPAs offers comprehensive tax planning and compliance services for individuals and businesses. Our experts stay current with evolving tax laws to minimize liabilities while maximizing savings opportunities. We provide strategic guidance for complex tax situations, including entity selection, international tax matters, and estate planning, ensuring clients maintain compliance while optimizing financial outcomes.
Audit Assurance
Our audit services deliver accurate financial reporting and regulatory compliance verification. We offer four service levels tailored to business needs, including preparation, review, compilation, and agreed-upon procedures. Our team specializes in employee benefits plan audits, internal audits, and operational reviews, providing valuable insights to enhance business performance and stakeholder confidence.
Business Advisory
Whalen CPAs provides strategic business advisory services focused on growth optimization and operational efficiency. We assist with cash flow analysis, succession planning, merger and acquisition strategies, and key performance indicator development. Our consultants help businesses implement effective financial systems and make data-driven decisions to achieve long-term objectives.
Accounting Services
We offer full-service accounting solutions including financial statement preparation, payroll processing, and software implementation support. Our services streamline financial operations through customized accounting systems and process improvements. We provide both outsourced accounting departments and supplemental support for existing teams, ensuring accurate financial reporting and regulatory compliance.
Healthcare Consulting
Our healthcare consulting division specializes in optimizing medical and dental practices through operational improvements and financial management. We provide practice management consulting, staff training programs, and business analytics tools tailored to healthcare providers. Our experts help practitioners focus on patient care while maintaining financial health and regulatory compliance in evolving healthcare environments.
People
Lisa G. Shuneson
President & CEO
Lisa Shuneson leads Whalen CPAs with over 30 years of accounting experience. She specializes in strategic business advisory services and client relationship management. Her leadership focuses on maintaining the firm's core values while driving innovation in accounting practices.
Bruce A. Berry
Executive Vice President, Tax
Bruce Berry oversees tax services with expertise in complex tax planning and compliance. He specializes in corporate tax strategies and international tax matters. His client-focused approach emphasizes proactive tax savings opportunities and regulatory compliance.
Patrick J. McClary
Vice President, Tax
Patrick McClary provides tax consulting services with emphasis on business entity optimization. He specializes in tax controversy representation and estate planning. His technical expertise ensures clients receive comprehensive tax solutions aligned with business goals.
Linda L. Nay
Vice President, Administration
Linda Nay manages firm operations with focus on client service excellence. She oversees administrative systems and team development initiatives. Her leadership ensures efficient service delivery across all practice areas.
Tammy Snider
Vice-President, Client Accounting
Tammy Snider leads client accounting services with expertise in financial reporting. She specializes in outsourced accounting solutions and software implementation. Her team provides tailored financial management support to diverse business clients.
Questions
What accounting services does Whalen CPAs CPAs offer?
We provide full-service accounting including financial reporting, payroll processing, software implementation, and outsourced accounting departments tailored to business needs.
How does Whalen CPAs CPAs handle tax planning?
Our tax experts offer proactive planning for individuals and businesses, focusing on compliance, liability reduction, and strategic entity structuring to optimize financial outcomes.
Do you specialize in any industry sectors?
We have dedicated healthcare consulting services and extensive experience with dental practices, along with general business advisory for diverse industries.
How often do you meet with clients?
We conduct quarterly meetings to review financial performance and provide proactive guidance, with additional support available as needed throughout the year.
What sets Whalen CPAs CPAs apart from other firms?
We combine technical excellence with personalized service, emphasizing long-term relationships and understanding clients' personal and business financial goals.
