Toby Cotton

Tax Partner

Toby Cotton
Office
Dallas
Direct Dial
214.393.9428
Services
214.393.9429
214.393.9428
toby.cotton@whitleypenn.com
Education

B.B.A. in Accounting, Southeastern Oklahoma State University, 1998

M.B.A. in Finance, University of North Texas, 2003

Toby Cotton has developed tax research opportunities to reduce the tax burden of clients with a proactive approach to tax planning. He strives to maximize the cash flow for business owners through tax planning and financial analysis. He primarily represents clients with corporate taxation, partnership taxation, tax research opportunities, financial/ estate planning, financial statement compilation, real estate taxation, bookkeeping and record keeping consulting.

Experience

Whitley Penn, Dallas Office (2013-Present); Fort Worth Office, (2001-2012)

  • Partner (2010-Present)
  • Senior Manager (2008-2009)
  • Manager (2006-2008)
  • Primary industries include:
    • Partnership Taxation
    • Individual Taxation
    • Tax Planning for High Net Worth Individuals
    • Financial Statement Compilation
    • Bookkeeping Consulting
    • Corporate Taxation

CF & Co., LLP, Dallas Office, 1999-2001

  • Staff Tax Accountant and Business Consultant – Preparation of tax filings for all entity types.
Professional Certifications
  • Certified Public Accountant (CPA)
Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TSCPA)
  • Fort Worth Chapter, TSCPA
Board and Community Service
  • First Baptist Church of Grapevine- Finance Committee Member
  • Tarlton Foundation- Board Member
Seminars/Lectures/Publications
  • Healthcare Reform Bill Seminar – Whitley Penn LLP and Shannon, Gracey, Ratliff & Miller, LLP, Presenter
  • The Strategic Mindset – Fort Worth Human Resource Management Association, Presenter
  • Healthcare Reform & Taxation: The Later Years – Williams Financial Group, Presenter
  • Tax Considerations in Choice of Entity – Shannon, Gracey, Ratliff & Miller, LLP, Presenter
  • Healthcare Reform & the Tax Effects – Lorman Education Services, Presenter

 

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