Your peace of mind is our passion.
Lisa G. Shuneson · President, CEO, CPA, PFS · Columbus, Ohio, United States
1945
Founded
25+
Team
3
Services
Central Ohio and beyond
Service area
Whalen CPAs, established in 1945, is a Dublin, Ohio-based full-service accounting firm with a 75-year history of serving clients throughout central Ohio and across the nation. The firm provides comprehensive audit and assurance, tax planning and compliance, accounting services, and business advisory solutions. Under the leadership of President and CEO Lisa G. Shuneson, CPA, PFS, the firm employs over 25 professionals dedicated to delivering technical expertise combined with personal client relationships. Whalen specializes in accounting for small to mid-sized businesses, executives with complex financial needs, and high-income individuals. Beyond traditional accounting services, the firm differentiates itself through proactive outreach, long-term client partnerships, and collaboration with clients' vendors and financial institutions. Whalen maintains strong professional standards with AICPA membership and involvement in higher learning organizations. The team includes specialists in tax services, audit and assurance, business valuation, and medical and dental practice consulting. The firm values ongoing education and investing in team members who share Whalen's commitment to client relationships and excellence.
Lisa G. Shuneson
President, CEO · CPA, PFS
Bruce A. Berry
Executive Vice President, Tax · CPA
Patrick J. McClary
Vice President, Tax · CPA
Linda L. Nay
Vice President, Administration
Tammy Snider
Vice President, Client Accounting & Advisory Services
Credentials: CPA
Languages: English
Serves: Central Ohio and beyond
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