Professional Services

As an accounting and consulting services firm, we live in the professional service provider’s world. We have a deep understanding of the challenges and opportunities that professional service firms face, and best practices on how to maximize profit – particularly in a recovering economy.

We have an underlying connection to our service provider clients and can relate to the issues that that they face including business and relationship transitions, succession planning, ownership, non-compete agreements, malpractice insurance, trust management, and more. We tailor our services to our clients’ needs with full confidentiality. Our first concern is to earn your trust and then focus the quality of our work.

What We Do

We provide a number of services specific to each industry of focus. See below to learn more about a few that we have chosen to highlight here. Contact an advisor to learn more.

Employee Benefit Plans

  • Form 5500 compliance
  • Tax returns
  • Audits for federal government

Tax Planning

  • Form 1120 and 1120S
  • Form 1065
  • Form 1041 trust filings
  • State and local compliance reporting
  • Compensation packages

Risk Management and Business Process Improvement

  • Selection of business entity
  • Operations controls
  • Risk prevention strategies
  • IT audits
  • Disaster recovery planning
  • Cybersecurity & data privacy
  • HITRUST Assessments & SOC reporting

Wealth Advisory

  • Tax-sensitive investing strategies
  • Asset location and optimization
  • Qualified plans
  • Transaction planning
  • Identifying liquidity risk
  • Risk mitigation
  • Buy/sell agreements
  • Stock options planning
  • Finding new investment opportunities

Meet the Team

Meet the Team

Justin Wetzler

Tax Partner

Ashley Kimery

CAAS Outsourced Accounting Partner

Jeff Lawlis

Audit Partner

Thought Leadership

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
working together

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Questions? Contact an advisor.

Contact an Advisor

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