Our Team
Passionate About the Work.
For more than 75 years, our caring team has consistently met or exceeded client expectations. It’s a high standard set from the start by our founding partners. Our professional team is technically excellent in tax compliance and preparation, in business advising and tax planning and in developing relationships that go beyond all standards of typical accounting.
We feel pretty strongly about the work we do. You might even call us passionate.
Local Accountants Devoted to Being the Best.
Our team consistently invests in staying on top of the most cutting-edge automation, software and technical knowledge in the industry, and devotes time to associations and higher learning organizations in order to be the best advocates for our clients. But Whalen CPAs are not just technically excellent in accounting, tax compliance and business advising…they are Much More!
Our team is remarkably human and understanding when it comes to our clients’ long-term goals, and we share a passion for connecting with our clients on a personal level.
Lisa G. Shuneson
CEO
Richard D. Crabtree
President
Bruce A. Berry
Executive Vice-President, Tax
Patrick J. McClary
Vice-President, Tax
Linda L. Nay
Vice-President, Administration
William T. Bauder
Vice-President, Accounting and Audit
Steve Barnes
Vice-President, Advanced Practice Management
Allison Wheeler
Administrative Manager, Assurance & Accounting
Larry Havens
Senior Manager, Assurance & Accounting Services
Anne Treasure
Director, Tax services
Morgan Billings
Manager, Tax Services
Donna Steiner
Administrative Manager
Grant Billings
Manager, Tax Services
Jeff Zaye
Director, Assurance & Accounting Services
Stephanie Tjoelker
Manager, Tax Services
Jen Bilka
Administrative Manager, Tax Services
Tammy Snider
Department Manager, Accounting Services
Ready to connect with our passionate team? Contact Us and a member of our team will get back to you as soon as possible.