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.