Beyond traditional corporate tax and audit work we have significant knowledge in many service areas, such as corporate and business accounting, financial consulting, business advisory services, and business appraisals. Because one solution will not work for everyone, Whitley Penn professionals approach each situation with a perspective as unique as the clients we serve.
Business services we provide include, but are not limited to:
Audit and Assurance
At Whitley Penn we understand that our clients want more than just numbers from an audit. We view ourselves as business advisors who will answer questions and be a responsive resource throughout the year, not just during the audit period. As clients grow, we grow with them.
Whitley Penn's consulting practice encompasses a diverse group of individuals working to develop strategies for clients from small business to large corporation.
Forensic, Litigation & Valuation
The area of business litigation and forensic auditing services has long been one of the firm’s cornerstones. In recent years, however, this group has grown into one of the largest of its kind in the state of Texas. Boasting over 150 years of combined experience, and with professional credentials including CPAs, JDs, MBAs, ABVs, ASAs, and CFEs, our team is qualified to assist with a broad spectrum of litigation and forensic services. Because of our proven track record, attorneys rely on us for answers to all of their case-specific accounting and financial questions.
Risk Advisory Services
We take our own advice and focus on greater efficiencies and value than the large, bureaucratic accounting organizations. This approach is right for companies of any size. You know the risk advisory work that needs to get done, and you don’t want to be constrained by slow, expensive advisors. You’ll find that Whitley Penn is a full-capability, time-efficient alternative that gives you the advice you need to quickly move forward.
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 our tax professionals have international firm experience while others have worked in private industry. The experience of our team 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.
Transaction Advisory Services
Whitley Penn provides a broad range of services to buyers and sellers including financial, tax, information technology due diligence and other post-acquisition services. We are committed to assisting our clients in making sound business decisions. We focus on the most significant factors that affect deals and the risks associated with the transaction.
Whitley Penn Financial, LLP is Registered Investment Advisor with the Securities and Exchange Commission that offers high quality financial advisory and consultant services to a wide range of clients.