Mike Whelen
Houston, TX

Applying more than 30 years of experience, Mike primarily focuses on tax compliance and planning services for small businesses, high-net-worth individuals, trusts and estates.

Mike is well-versed in various aspects of public accounting, such as general accounting support, business and individual tax compliance and thorough tax planning strategies. He’s also highly knowledgeable in unique tax matters, such as individual tax liabilities, small business sales, business closures, federal and state tax audits and foreign financial disclosure rules.

Mike uses his extensive tax expertise to deliver an exceptional client experience, offering tailored solutions specific to their overall needs and goals and proactively advising them through evolving tax matters.

  • Certified Public Accountant (CPA)
  • Professional Services
  • Private Family Office
  • Consumer Products
  • Business Tax
  • Individual Tax
I enjoy working with small business owners and individuals to assist them in staying compliant with their tax obligations and finding creative approaches to minimize their tax liability.
Mike Whelen - Director