A San Diego CPA You Can Actually Talk To

Tim Whelan

Boston, MA
Years of Experience
To be successful you don't need to do extraordinary things, you just need to do ordinary things extraordinarily well
John Rohn

Tim’s decision to become an accountant was unsurprising given that he was “born into it,” with his father being a CPA. After working at both a large national firm and a mid-sized regional firm in the Boston area where he grew up, he found Dark Horse to be the perfect stable for his skill set. Around

First Class Service from Your San Diego CPA

Dark Horse CPAs have that certain soft skill that allows you to leverage their experience and expertise—they can hold a conversation. And, an enjoyable one at that. The best results are achieved when there is a solid rapport between client and CPA. Get in touch with our San Diego Dark Horse CPAs for a better experience and superior results.

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Tim Whelan, Principal
The complexities of tax compliance make it critical for businesses and high net worth individuals to partner with a CPA they can trust. The upfront pricing, emphasis on client service and 1-to-1 collaboration between client and CPA that Dark Horse offers, made it a tremendously appealing model to me. I’m provided with the resources that I need to focus my efforts on providing my clients with the level of service they deserve."
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Accounting Solutions for Businesses.

The Problem: Business owners aren't getting timely, accurate and actionable data from their financials. Even worse, they're not receiving tax planning advice from their, "tax pro," which is costing them untold amounts of money. This is just plain wrong. We believe you deserve a better small business accounting firm.

Solutions for Businesses
Tim Whelan, Principal
The outsourced accounting services that we provide at Dark Horse are accurate and timely, allowing business owners to focus more of their valuable time on other critical tasks. By thoughtfully building accounting engagements, we can provide the level of service that clients need, at a fixed fee that they can budget for each month.
Tim Whelan, Principal
Giving people options is something that sets Dark Horse apart from most other firms. There is a tremendous amount of variability that can exist in the complexity of individuals tax situations. Dark Horse encourages individuals to be proactive and strategic in monitoring their tax situation throughout the year. Having the opportunity to work with clients in a proactive manner allows me help them decrease taxes and avoid last minute surprise payments.

Tax Services for People.

The Problem: taxpayers are not getting the service they deserve from their CPA. Most CPA firms rush through their clients' tax returns, do not properly explain the return, provide no recommendations on how to reduce their taxes and are generally unavailable or unhelpful outside of tax season.

Tax Solutions for People
Lisa R.
Suzi Drennen is the most knowledgeable, conscientious, and responsive CPA I have ever known—which is why I’ve stayed with her for more than 10 years. She is honest, has always gotten back to me quickly even at the height of tax season, and has saved me thousands of dollars over the years. The icing on the cake is that Suzi’s easy to work with and on top of that, a great person! She and her firm are tops!

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The Dark Horse Advisor's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Dark Horse Advisors, LLC, an Investment Advisor registered with the State of Nevada. Registration does not imply a certain level of skill or training. 

Certain Investment Adviser Representatives of Dark Horse Advisors, LLC are dually registered with DFPG Investments, LLC as Registered Representatives of the broker-dealer and Investment Adviser Representatives of the Registered Investment Adviser. Securities offered through DFPG Investments, LLC member FINRA/SIPC.