Tim Whelan, CPA

Dark Horse CPAs

Tim Whelan, CPA

Principal Based in San Diego, California

Education

UMass University of Massachusetts
12+Years of Experience
5Specialties
6Industries Served
4Certifications

Credentials

Professional Certifications

Certified Public AccountantCertification
  • QuickBooks Pro AdvisorCertification
  • CA Licensed RealtorCertification
  • Xero Advisor CertifiedCertification

Specialties

What I Do Best

Strategic Tax Planning
Business Personal Tax Strategy
Closely Held Entities
Reporting & (KPIs)
GAAP Financial Statements

Practice

Industries

Industry Experience

Architecture & Engineering

Industry Experience

Professional Services

Industry Experience

Sole Proprietors

Industry Experience

Food & Beverage

Retail

Industry Experience

Retail

View industry page
eCommerce

Industry Experience

eCommerce

View industry page
  • 05Retail
  • 06eCommerce

Client Feedback

Reviews

"Tim at Dark Horse is an excellent CPA for our professional S corps. His end of year tax planning meeting helps us reduce tax liability. If you are a self employed physician or attorney, Tim Whelan is highly recommended."

Tyler Buck Read more

"Tim Whelan was helpful and professional. I felt confident that everything was being handled accurately and would be completed in a timely manner. Dark Horse beat the rate from our previous tax prep group and did a better job. Highly recommend."

Katie Bell Read more

"WOW. We can't say enough about Tim Whelan at Dark Horse. When our CPA retired we were left with very little notice to find a new CPA. From what I understand this company has people all over the US but we lucked out and our guy is in the same state. We still do everything virtual or online but it has been the best experience. We are going on our 3rd year and the knowledge and recommendations are priceless. Our circumstances have changed every year and Tim is able to adjust his offerings and suggestions every time we come to him with a challenge or question. We feel so thankful to have someone we trust that is so knowledgable, available throughout the year, and can ensure we do the right things with our investments and income to maximize our tax bracket and deductions. HIGHLY recommend Tim Whelan."

Barbie Brand Read more

Insights

From the Blog

Overview

About

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 the same time, he also found San Diego a better fit for his lifestyle. He is passionate about working with small businesses and their owners, educating them and working with them to proactively improve their tax and financial situation. He felt his talent and passion could be best put to work at Dark Horse.

Tim earned his bachelor’s degree from UMass Dartmouth, where he ran track and cross country. After hanging up his running shoes, he began running into his career, albeit in dress shoes this time. During this career, he has amassed over a decade of experience serving small businesses and their owners. His experience working with and listening to clients across many industries has made him a trusted advisor that his clients rely upon.

Off the clock, Tim can be found hiking, camping, reading, or planning his next trip. Though he is an avid Boston sports fan, he has recently embraced the San Diego Padres. He is always on the lookout for a good California Burrito (although it may be harder to find a bad one in San Diego). Mexican food wasn’t the reason he moved to San Diego, but it may well be the reason he stayed.

To be successful you don't need to do extraordinary things, you just need to do ordinary things extraordinarily well

— John Rohn