Timothy V. Whalen, EA
As President of Advisant Financial & Tax, Tim specializes in individual and business tax preparation, IRS and State audit representation, payroll tax preparation, sales tax preparation, and forecasted tax liability planning for his clients. He is an Enrolled Agent through the Internal Revenue Service.
Prior to Advisant Financial & Tax, Tim provided tax consulting services for many small businesses in Chicago, contributing his knowledge and expertise in tax preparation and tax planning. He also spent several years at BMO Capital Markets where he facilitated trades for corporate, municipal, and treasury bonds.
Tim graduated from Northern Illinois University with a Bachelor of Science degree in Business Administration with an emphasis in Finance.
Thomas R. Williams, EA
As Managing Partner and co-founder of Advisant Financial & Tax, Tom specializes in tax preparation, IRS representation, payroll tax, and strategic tax planning for his clients. His focus revolves around client success, ensuring that each client is comfortable with our approach and is confident in their understanding of their individual and business tax circumstances. He is an Enrolled Agent through the Internal Revenue Service and heads our Denver office.
Tom brings many years of individual tax knowledge, small business consulting, and tax planning experience to our team.
Tom graduated from Michigan State University with a Bachelor of Arts degree in Accounting.
Serving as Office Manager, Melissa handles all of the day-to-day administrative tasks and manages the back-office operations.
Her responsibilities include tax return processing and file management, managing client databases, organization of mailings, and tracking of continuing education credits for our staff. She also organizes internal company events and coordinates volunteer and charitable opportunities.
Melissa graduated from Purdue University with a Bachelor of Science degree in Hospitality.