Whitley Penn develops strategies for clients from small businesses to large corporations throughout the US and globally.  Our team of professionals will actively work with you to build a relationship that drives your business forward. We take the time to understand your goals, the unique challenges you and your business face, and to strategize how we can plan for the future. The industry experiences our people have, coupled with the international network we are members of, allows us to provide service expected from an international firm while having the feel of a local business partner.

  • Employee Benefit Plan Compliance & Consulting
  • Federal Income Tax Planning, Consulting, & Compliance
  • General Business Consulting
  • Mineral & Asset Management Consulting
  • Nonprofit Compliance & Consulting
  • Oil & Gas Consulting
  • Strategic Management Consulting


Click here to view our Leadership.


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Felix Lozano

Director of Audit | Partner

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Toby Cotton

Director of Tax | Partner