Thomas Whelehan, CPA
Manager
Rochester, NY
AREAS OF SPECIALTY
Audit and Accounting
Employee Benefit Plans/Form 5500
Thomas Whelehan is a manager in the Audit and Business Advisory Services Group and has been with Insero & Co. since June 2016. He has hands-on experience in accounting and financial reporting. Tom primarily focuses on financial statement compilations, reviews, and audits for a variety of commercial clients in industries ranging from manufacturing to professional sports and entertainment. Additionally, Tom has significant experience in the Form 5500 compliance space and is trained in ERISA and DOL regulations and requirements.
EDUCATION
St. John Fisher College, Bachelor of Science in Accounting
St. John Fisher College, Master of Business Administration, Concentration in Accounting
CERTIFICATIONS
Certified Public Accountant – New York
BOARD/COMMUNITY INVOLVEMENT
Volunteer and Member, Genesee County Chapter NWTF
PERSONAL SIDE
Tom resides in Caledonia, NY, with his wife and two children. In his free time, Tom enjoys being outdoors with his family and cheering on the Buffalo Bills.