Tax & Consulting

Tax and Consulting

Whitley Penn’s tax and consulting practice encompasses a diverse group of individuals working as a team to develop practical tax plans and strategies for clients from small businesses to large corporations.

Many of the tax professionals at Whitley Penn have international firm experience while others have worked in private industry. The experience of the individuals at Whitley Penn puts the firm in a unique position to provide the tax and industry knowledge and experience expected of an international firm coupled with the service expected of a local firm. In addition, Whitley Penn offers a practical viewpoint that gives consideration not only to tax planning issues but also the business and industry specific issues facing its clients.

Informational Downloads

A key aspect of Whitley Penn’s client service oriented approach is proactive communication with its clients and their decision making personnel. Whitley Penn’s frequent and timely communication with its clients provides a team oriented proactive decision making approach rather than a one sided reactive approach. By communicating frequently with its clients and other firm professionals, Whitley Penn’s tax advisors are able to analyze the applicable industry, economic, regulatory and tax issues during the formative stages of the decision making process.

Whitley Penn offers a full service tax practice and provides a wide variety of services. The diverse experience and knowledge of its tax professionals allows Whitley Penn to work with its clients to provide a comprehensive and practical tax plan and strategy. A list of some of tax services provided by Whitley Penn include:

  • Federal Income Tax Planning, Tax Consulting, and Compliance
  • Entrepreneurial Services and Business Consulting
  • Small Business Tax Services
  • Corporation Tax Services
  • International Tax
  • State and Local Taxation, Compliance, and Planning
  • Estate, Gift, and Trust Income Taxation, Compliance, and Planning
  • Estate Tax Planning and Consulting
  • Business Succession Planning
  • Mergers and Acquisition Due Diligence and Planning
  • Business Structure Planning and Consulting
  • Financial Statement Tax Provision (ASC 740) Preparation and Review
  • Compensation Planning
  • IRS Controversy
  • State and Local Tax Controversy
  • Non-profit Compliance and Consulting
  • Employee Benefit Plan Compliance and Consulting

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