Timothy Whelan, CPA in

Timothy Whelan, CPA

Login to view DISC.
Principal at Dark Horse CPAs
📍 San Diego, California, United States

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.

Read the full overview →
Experience
14 Years
Current Role
Principal
Job Level
Mid-senior
Location
San Diego, California, United States
Personality Overview

How Timothy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Timothy cares 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.
+5 more topics Login to view topics
Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2010
B.S.
University of Massachusetts Dartmouth
2009 - 2009
study abroad
Semester At Sea / ISE
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Timothy. Free, 10 seconds.