Joe Lavis
Tax Partner
Joe Lavis serves as the Partner in Charge of Whitley Penn’s Dallas office. He has significant experience advising clients on tax and advisory matters with a focus on partnerships, corporations, and high-net-worth individuals. Joe primarily works with private equity funds and portfolio companies and middle market entities in the energy, professional services, manufacturing, distribution & logistics, real estate, and retail industries.
Joe Lavis
Tax Partner
Joe Lavis serves as the Partner in Charge of Whitley Penn’s Dallas office. He has significant experience advising clients on tax and advisory matters with a focus on partnerships, corporations, and high-net-worth individuals. Joe primarily works with private equity funds and portfolio companies and middle market entities in the energy, professional services, manufacturing, distribution & logistics, real estate, and retail industries.
Joe’s experience includes assisting public and private companies with the preparation and review of their annual tax returns and estimated payments, mergers and acquisitions, partnership targeted allocation considerations and calculations, start-up accounting, and other general tax consulting and accounting projects.
Joe is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TXCPA). Additionally, Joe is an Executive Challenge Member for the American Heart Association’s (AHA) Dallas Heart Walk, Current Chairman for the North American Petroleum Accountants Conference (NAPAC) and is the former President for the Dallas Chapter of the Council of Petroleum Accountants Society (COPAS). He formerly served as a Board Member of the Junior Achievement of Dallas – Young Executive Society. Joe was recently named to the Park Cities People “20 Under 40” list.
Joe received his BBA in Accounting from Baylor University.
Professional Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Texas Society of Certified Public Accountants (TXCPA)
President, Council of Petroleum Accountants Society (COPAS) – Dallas Chapter
Former Board Member, Junior Achievement of Dallas – Young Executive Society
Executive Challenge Member, American Heart Association (AHA) – Dallas Heart Walk
Chairman, North American Petroleum Accountants Conference (NAPAC)
Professional Certifications
- Certified Public Accountant (CPA)
Education
- B.B.A in Accounting, Baylor University