Private, public and private equity companies in the energy industry consistently choose Whitley Penn because of our depth of energy industry accounting knowledge and superior client service. Our team understands the audit, tax, consulting, wealth management and litigation aspects of the energy industry and has decades-long relationships with energy clients serving as their business advisors.

How We Can Serve You

Audit & Assurance

Our energy audit team is skilled in completing employee benefit plan audits, revenue and expense audits, and assistance in FIN 48 and FAS 109. We also have extensive experience with internal control audits and assisting with a mergers and acquisitions.

Forensic, Litigation, and Valuation (FLVS)

Our FLVS team is experienced in providing oil and gas business valuations, accounting services relating to the dispute of ownership, calculation of damages and lost profits and expert witness testimony.

Land Administration Management

Our Land Administration team provides lease administration, expiration and lease status calendars, acreage position reports, payment of land obligations, division of interest maintenance, and more.

Tax

Our team understands the tax aspects of oil and gas quantity limitations, calculations of depletion, and intangible drilling cost deductions. Our team can prepare federal and state tax returns, and calculate the remainder of your depleting asset, providing consultations on a case-by-case basis.

Energy Data Analytics

Our specialized Energy Data Analytics allows you to centralize your data into a single analytics warehouse—integrating accounting, production, reserves data, field reporting, AOI shapefiles, and public datasets.

Fund Administration

Our fund administration team works to create efficiencies that save clients both time and money. We offer asset level investment tracking and valuation, plus fund financials and investor reporting.

Mineral & Asset Management

Our Mineral & Asset Management services include: Production volume & deduction reviews, map & well data, reporting, invoice/JIB tracking & payments, surface management and negotiation, and much more.

Wealth Management

In a fluctuating market such as energy, financial planning and cash flow management are imperative to preserving and protecting wealth. Our wealth advisors assist with diversifying investments so you can maintain a consistent investing strategy independent of current market conditions.

Meet the Team

Meet the Team

Justin Roberts

Audit Partner

Tommy Byrd

Tax Partner

Amy Mann

CAAS Energy Partner

Whitley Penn Energy Team Spotlight

Meet eight of our firm’s Energy leaders as they share their stories, achievements, fun facts, and the contributions they have made to the industry.

Tailored Data Analytics for the Energy Industry

In the current energy landscape, you may face mounting pressure to optimize operations, reduce costs, and make smarter decisions, all while navigating fractured data systems and complex workflows. Whitley Penn’s Digital team provides a structured approach and advanced assessment tools to guide you through the complexities, providing innovative insights and a clear path forward. Our team can assist you with assessing IT infrastructure, selecting tools and methodologies that support your growth objectives, defining KPIs, and much more.

We look forward to supporting you

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