Whitley Penn identifies your business and tax problems and delivers solutions across a range of key industries. Our goal is to look at each new challenge with a perspective as unique as the clients we serve.
At Whitley Penn, we take a holistic approach to hiring people. Though we've doubled in size since 2015, we've kept the same principles we started with by hiring people for their talent and integrity. Beyond traditional corporate tax and audit work, our staff specializes in many different service areas, including business valuation, wealth management, business consulting, financial and retirement planning, insurance, and asset management.
As leaders of our industry, we look for every opportunity to educate our clients about important topics. From our Annual Employee Benefit Plan Conference to our Private Equity Panel Discussions, we offer a variety of great educational opportunities to get involved with.
Experience the energy of more than 3,000 Texas school business and educational professionals during the TASBO Engage Conference, one of the largest and most comprehensive networking events in the state. The full conference includes three days of certification courses, two days of sessions and a packed exhibit hall. The TASBO Engage Annual Conference audience is […]
2020 TASBO Engage Annual Conference
More information coming soon!
2020 Fort Worth Employee Benefit Plan Conference
With offices in Austin, Dallas, Fort Worth, Houston, Texas City, and Plano, 60 partners, more than 550 employees, and a worldwide network affiliation via Nexia International, Whitley Penn is equipped to provide professional services to businesses of any shape or size.
Internal Control Tip: Electronic Payments
Do you start adding up your retirement points every time you hear about a school district or other government was duped into wiring a six or seven digit sum to the wrong account and never to be seen again?
Internal Control Tip: The Importance of Written Controls and Procedures
Written control/procedure documents are essential to a high-functioning operation.
Internal Control Tip: Sole Source Vendors - Are They Truly Your Only Source?
Whether you are the director of purchasing or the chief financial officer, I would take an inventory of sole source vendors. If the number of sole source vendors is in the double digits, take a moment and ask what truly makes those vendors a sole source.