Meet our Polson Team

Jim is the owner and Sr. Accountant, bringing years of expertise in financial management and tax planning. As the driving force behind the business, he is dedicated to providing personalized, high-quality accounting services while guiding clients toward long-term financial success.

Monika is a Payroll Specialist and Administrative Coordinator at Whaley & Associates P.C., where she ensures accurate and timely payroll processing while managing key admin tasks to keep the office running smoothly. With a strong attention to detail and excellent organizational skills, Monika plays a critical role in supporting both clients and the team.

Nathan is a Senior Accountant and Enrolled Agent (EA), with a strong background in tax preparation and planning. Having spent time as a State Tax Auditor, he brings a unique perspective and deep understanding of tax regulations ensuring compliance with both state and federal laws.

Lori is the resident bookkeeper at Whaley & Associates P.C., responsible for maintaining accurate financial records and supporting day-to-day accounting operations. With a keen eye for detail and a strong understanding of financial management, she helps ensure that our clients' accounts are up-to-date and organized, contributing to the smooth functioning of our business.

Judy is the Office Manager and Accountant, bringing both strong accounting skills and exceptional organizational expertise to the team. She values community and hard work, and is dedicated to providing personalized service while helping the business run smoothly and efficiently.