Timothy Whelan, CPA

Questioner
DISC Type : c

Principal at Dark Horse CPAs

San Diego, California, United States

Overview

Timothy Whelan is a Principal at Dark Horse CPAs with 15 years of experience in assurance and tax for closely held companies. He focuses on proactive tax planning and compliance. People who have worked with him describe him as a specialist with strong attention to detail and clear communication.

Timothys background includes a unique study abroad experience with the Semester at Sea program, suggesting an interest in global perspectives and travel. He is an alumnus of the University of Massachusetts Dartmouth and shows interest in developments from companies like Intuit.

Unique fact: Timothy participated in the Semester at Sea program, studying and traveling to various countries aboard a ship.

Personality Overview

Cautious & Analytical

Value Seeker

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Topics They Care About

Proactive Tax Strategy
He emphasizes that tax engagements should focus on strategy, like quarterly estimates and withholding adjustments, not just compliance.
Tax Security
He actively shares alerts and warnings from the IRS, highlighting the importance of avoiding tax scams circulating on social media.
Small Business Advisory
His experience with closely held companies and certifications in QuickBooks and Xero indicate a focus on advising small to medium-sized businesses.

Media Appearances

Timothy has no verified media appearances

Work History

2-2023
Principal at Dark Horse CPAs
5-2022 - 3-2023
Senior Manager at Dark Horse CPAs
8-2016 - 4-2022
Manager at DGC (DiCicco, Gulman & Company)
1-2013 - 8-2016
Senior Accountant at Marcum LLP
11-2010 - 5-2012
Staff Accountant at Schneider Schneider and Associates

Education

2006 - 2010
B.S. from University of Massachusetts Dartmouth
2009 - 2009
study abroad from Semester At Sea / ISE

More Information

Social Presence :

Prographics :

Exp : 14 Location : San Diego, California, United States Job Level : Mid-senior Designation : Principal at Dark Horse CPAs
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Insights For Selling To Timothy

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Timothy is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Timothy

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Timothy move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Timothy take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Timothy

Personality Compatibility


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