Eric M. Whelan
Eric M. Whelan
CPA, MST, CGMA Managing Director at The Mercadien Group, Principal at Mercadien P.C., Certified Public Accountants
Tax Advisory, Business & Financial Consulting, Private Company Services
Eric Whelan is a managing director of The Mercadien Group; principal in Mercadien, P.C., CPAs; and Team Leader for the firm’s tax practice. With over 22 years of experience, Eric knows following his motto, “take one day at a time,” is key to staying calm and collected. This allows him to think clearly and manage his tax engagements and team effectively. Working primarily with commercial businesses and high net worth individuals, Eric starts his engagements with a conversation. He helps his clients identify the issue and works with his team and clients to develop a solution. Whether it’s preparing tax returns, or multi-state tax planning and preparation, Eric is there to advise his clients every step of the way, keeping them from getting overwhelmed. He works with CFOs and business owners on planning, budgeting, and forecasting to help expand their business responsibly. Additionally, Eric represents clients before the Internal Revenue Service as well as state taxation agencies.
Eric oversees the tax team and is responsible for developing and training the team, as well as scheduling to support the tax compliance and planning practice of the firm. He urges his team to leverage resources and, above all, to prioritize in order to keep engagements on time and on budget.
Eric previously worked for a small firm that Mercadien eventually acquired. He worked in all practice areas of the firm, including estate and trust administration, multistate corporate taxation and the nonprofit sector. He worked in both the tax and accounting departments on audits, reviews, and compilations of financial statements. Eric uses his well-rounded experience to continue to grow himself and his team at Mercadien.
Personal Fact: A family man, Eric enjoys spending time watching his children participate in various activities. He loves watching his son compete on multiple swim teams and play volleyball, and learning about the outdoors in Boy Scouts. He also attends his daughter’s dance recitals and drama productions. In the summer, they visit Island Beach State Park to enjoy the Jersey Shore and take trips to Disney.
Mercadien Announces Executive Promotions; Names Three New Partners
Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team. Ms. Bjondina Karpuzi, CPA, PSA, a member of the Private Company and Advisory Services Groups, was promoted to managing director of The Mercadien Group and principal in Mercadien, P.C., CPAs (the official titles of…Read More
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As year-end approaches, it is a good time to think about planning moves that may help reduce taxes for this year and possibly next. Year-end planning for 2020 takes place during the COVID-19 pandemic, which in addition to its devastating health and mortality impact has widely affected business finances. New tax rules have been enacted…Read More
Updated Guidance on Available Payroll Credits – New Form 941 – 2nd Quarter 2020
Due to the COVID-19 pandemic, the IRS announced a payroll tax credit as well as other relief over the past few months. With the 2020 second quarter payroll tax return due dates approaching, below are highlights of these potential benefits and tax reporting changes that you should be aware of. Employee Retention Credit – Qualifications…Read More