Whalen CPAs

Our Passion. Your Peace of Mind.

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We Are More Than Accountants.

Whalen CPAs 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.

But We Are More Than AccountantsMuch More!

It is what we do beyond the ordinary — the unexpected — that truly drives our differentiation and success for both Whalen CPAs and our clients.

We Are Beyond Ordinary.

Sure, we invest in the ordinary things like automation, software and technical knowledge to be a best-in-class accounting and tax firm.

So, what makes us different?

  • Investing in life-long relationships and taking time for personal events that matter to both our clients and team.
  • Cultivating proactive outreach and communication.
  • Developing partnerships with our clients’ vendors and banks and carefully guiding our clients through new tax laws or technology to ease the way of understanding.
  • Meeting quarterly with clients to get to know them and what is going on in their business and their life.
  • Investing in premium team members — top talent who share the Whalen values for building and maintaining close relationships and who excel in accounting practices.
  • And devoting time to associations and higher learning organizations that challenge our team to be the best stewards for our clients.

Here at Whalen CPAs, we are driven to make accounting easier — for you and your business. That is our mission.

Are you ready to experience accounting that provides peace of mind? Then Contact Us to learn more about who we are and what we do.

Recent News & Updates

Discover if you qualify for “head of household” tax filing status

Discover if you qualify for “head of household” tax filing status

When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of household, or qualifying widow(er). Only some people are eligible to file a return as a head of household. But if you’re one of them, it’s more favorable than filing as a single …

Fight corporate corruption with robust accounting systems

Fight corporate corruption with robust accounting systems

Financial losses from corruption are on the rise, according to “Occupational Fraud 2024: A Report to the Nations,” published by the Association of Certified Fraud Examiners (ACFE). Nearly half the cases in the latest version of this report involved corruption. Even more alarming is the finding that the median loss for corruption cases grew by …

Planning for the future: 5 business succession options and their tax implications

Planning for the future: 5 business succession options and their tax implications

When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire, you wish to step back your involvement or you want a solid contingency plan should you unexpectedly be unable to run the business, exploring different …