Plano, TX (January 18, 2022) – Whitley Penn welcomes new Tax Partner, Shea Kracheck, CPA, to the firm’s Plano office. “We are thrilled to be welcoming Shea to Whitley Penn,” stated Toby Cotton, Partner-in-Charge of the Firm’s Tax Practice. “Her impressive professional accounting experience in the construction and real estate industries brings a sharp and…
Fort Worth, TX (January 13, 2022) – Whitley Penn’s Austin, Dallas, and Fort Worth offices have earned a 2022 Best Place for Working Parents Designation. “Whitley Penn is proud to receive a Best Places for Working Parents Designation for the second year in a row,” stated Managing Partner, Larry Autrey. “The importance of promoting a…
Houston, TX (January 12, 2022) – Whitley Penn Audit Partner, Lupe Garcia, has joined the Fort Bend Chamber of Commerce Board of Directors. Garcia is a Certified Public Accountant with more than 14 years of experience providing audit services to various governmental entities, including counties, cities, school districts, universities, community colleges and other special-purpose governments….
Fort Worth, TX (January 11, 2022) – Whitley Penn People Associate, Miranda Broussard, has earned her Professional in Human Resources (PHR) Certification exam through the HR Certification Institute (HRCI). A PHR certification demonstrates one’s mastery of the technical and operational aspects of HR management, including U.S. laws and regulations. Broussard is instrumental in the recruiting,…
Fort Worth, TX (December 20, 2021) – Whitley Penn Tax Manager, Jennifer Grammer, won the Commercial Real Estate for Women (CREW) Dallas 2021 Rising Star Award. The Rising Star Award is intended to highlight a new to the industry or young professional member who has contributed to CREW Dallas in the past 12 months and…
Fort Worth, TX (December 15, 2021) – Whitley Penn announces that Managing Partner, Larry G. Autrey, has been named to D CEO’s Dallas 500 List. The Dallas 500 is a special edition that profiles the most influential leaders in North Texas, across a wide spectrum of industries. It’s produced by the editors of D CEO,…
Fort Worth, TX (December 15, 2021) – Whitley Penn is pleased to announce the following individuals have been promoted to Partner as of January 1, 2022: Andy Hines, CPA, joined Whitley Penn in 2010. Hines is a certified public accountant with more than 10 years of experience in public accounting serving a broad range of clients,…
Fort Worth, TX (December 13, 2021) – Whitley Penn has been named to the Fort Worth Business Press Top 100 Private Companies list, ranking at 22 out of 100 based on 2020 total sales. “It is an honor for Whitley Penn to be receiving this recognition from the Fort Worth Business Press. The Fort Worth…
Plano, TX (December 6, 2021) – Whitley Penn announces that Partner Matthew Reiter, will become the Director of Audit effective January 1, 2022. “Having Matthew, a strong and effective leader, step into the role of Audit Practice Director is an exciting move for the firm,” stated Larry G. Autrey, Whitley Penn Managing Partner. “He has…
Houston, TX – (November 29, 2021) – Whitley Penn Audit Partner, Brian Starr, has been named the Vice President of the Sam Houston State University Alumni Association. Members of the Alumni Association Board of Directors are elected by Directors of the Association (or under special circumstances, appointed by the Board President) to hold the position…
Forth Worth, TX (November, 10 2021)- Whitley Penn is a proud presenting sponsor of Fort Worth Inc.’s Entrepreneur of Excellence Awards for 2021. “The Entrepreneur of Excellence Awards offers an outstanding opportunity to recognize Fort Worth’s driven and successful businesspeople,” stated Felix J. Lozano III, Chief Growth Officer at Whitley Penn. “Whitley Penn is proud…
Dallas, TX (November 9, 2021) – Whitley Penn announces that Partner and Director of Audit Felix J. Lozano, III CPA, CFE, will be transitioning to the role of Chief Growth Officer effective January 1, 2022. “This is an exciting and necessary step forward as we focus on the sustainable growth and future of the firm….
Dallas, TX (November 3, 2021)- The Texas Business Hall of Fame held its 38th Annual Induction Dinner to honor six new inductees. Whitley Penn Tax Partner, Jon Karp, is the 2021 Chairman for the Texas Business Hall of Fame. Additionally, Karp serves on the Board of Directors and Awards Committee. “I am truly humbled and…
Dallas, TX (October 21, 2021) – Whitley Penn Director of Audit and Partner in Charge of the Dallas Office, Felix J. Lozano, III received the YMCA Inaugural Catalyst Initiative Award for his volunteer services. This award is presented to a volunteer at the Dallas YMCA who has demonstrated exceptional commitment to a program or has…
Dallas, TX (October 20, 2021) – Whitley Penn’s employee wellness program, FitWhit, has been named an Outstanding Wellness Program finalist for the second year in a row in D CEO’s 2021 Excellence in Healthcare Awards. These awards honor individuals, companies, and organizations in the region’s healthcare and corporate wellness industries. FitWhit was created as the firm’s wellness…
(Odessa, Texas) October 20, 2021 –Whitley Penn’s Odessa, Texas, office held an official ribbon cutting ceremony and open house through the Odessa Chamber of Commerce to recognize the firm’s new location yesterday, October 19. “We are thrilled to officially celebrate the opening of our new Odessa office alongside the Odessa Chamber of Commerce, clients, family…
Dallas, TX (October 12, 2021) – Whitley Penn has been listed to the Dallas Business Journal’s North Texas Private Companies list. The list is ranked by companywide revenue in 2020 by those headquartered in one of the following counties: Collin, Cooke, Dallas, Denton, Ellis, Grayson, Johnson, Kaufman, Parker, Rockwall, Tarrant and Wise. Companies eligible to…
Fort Worth, TX (October 6, 2021) – Whitley Penn’s Forensic Litigation & Valuation Group has been named to Texas Lawyer Best of 2021 list. This annual special supplement contains the results of the Texas Lawyer readers’ poll, wherein readers cast their votes for the best providers of services and goods to the legal profession. This…
Austin, TX (October 4, 2021) – Mark Biegler, CPA has joined Whitley Penn as a Senior Manager within the firm’s audit group. “We are thrilled to have Mark as a member of the Whitley Penn audit team,” stated Felix J. Lozano III, Director of Audit. “Mark’s experience with financial institutions, mortgage banking, investment advisory and…
Fort Worth, TX (September 28, 2021) – Forensic, Litigation and Valuation Managing Director, Robert Allen CFA, ABV, has earned the Certified in Entity and Intangible Valuations credential from the American Institute of Certified Public Accountants (AICPA). Allen has in-depth financial advisory and valuation experience with a focus on business valuation, intangible asset valuation, and value…
Dallas, TX (September 27, 2021) – Whitley Penn professionals recently participated in the initiative to raise money for the American Heart Association’s Dallas Heart Walk. Through individual contributions, Team Whitley Penn was able to collectively beat their goal of $25,000 and raised over $33,000 in donations. “I am extremely fortunate to be a part of…
Plano, TX (September 9, 2021) – William (Bill) Wilson, CPA has joined Whitley Penn as a Director within the firm’s Tax group. Wilson previously worked 37 years with IRS, including 20 years at the National Office level. Most recently, Wilson was a Team Manager in the Passthrough Entities Practice area where he led high profile…
Plano, TX (September 1, 2021) – Whitley Penn welcomes Cameron Sampler to the firm’s Plano office as the Assurance Quality Control Director. Sampler is a Certified Public Accountant with more than 20 years of public accounting experience serving a wide range of clients. He primarily works with clients in the banking, retail, manufacturing, technology, manufacturing,…
Houston, TX (August 30, 2021) – Whitley Penn Tax Senior Manager, Kristen Sayegh, has been named a Woman to Watch by the Houston Business Journal. The Women Who Mean Business awards honor women across 11 industry categories plus the Woman to Watch category. The criteria for selection included career achievement, contribution to company and city…
Fort Worth, TX (August, 30 2021) – Whitley Penn has been named a “Best of the Best” firm by INSIDE Public Accounting (IPA), ranking 7th in revenue. “To be named a Best of the Best Firm by IPA for over twenty years is an honor,” stated Larry Autrey, Managing Partner for Whitley Penn. “Our firm’s…
Houston, TX (August 25, 2021) – Daniel Townsend, CPA has joined Whitley Penn as a Senior Manager within the firm’s tax group. “We are excited to have Daniel as a part of the firm. His previous experience, skill set, and leadership capabilities demonstrate the unique value he brings to our team,” stated Tommy Byrd, Tax…
Fort Worth, TX – (August 23, 2021) – Whitley Penn Co-Founders, Jim Penn and Glen Whitley were recently inducted into the Texas DeMolay Hall of Fame. DeMolay is the largest fraternity for young men that helps define character under the mentorship of trained advisors, selected from the local community. Both Whitley and Penn served as…
Fort Worth, TX – (August, 18 2021) – Whitley Penn Managing Partner, Larry Autrey, has been named to Accounting Today’s Managing Partner Elite list. To be eligible for the MP Elite, managing partners/CEOs must have been in their role for a minimum of four years and Autrey has served as Whitley Penn’s managing partner for…
(Odessa, Texas) August 16, 2021 –Whitley Penn’s Odessa, Texas, office has relocated to the new First Basin building in Parks Legado Town Center. “We are excited about our new office location,” stated Scott T. Brown, Audit Partner. “We have devoted ourselves to placing our professionals in a location that supports their needs as well as…
Plano, TX – (August, 9 2021) – Whitley Penn Chief Marketing Officer, Kristen Lollar, has joined the National Professional Advisory Board for the Texas Tech University College of Media and Communications. Throughout her career, Lollar has been passionate about leadership and mentorship. She has found many ways to mentor others within the Whitley Penn, through…
Dallas, TX (August 3, 2021) – Whitley Penn has been listed for the sixth year in a row to the Dallas Business Journal’s seventh annual Middle Market 50 list. The list honors the fastest-growing private and public companies that are based in Dallas-Fort Worth and have an annual revenue between $10 million and $1 billion….
Fort Worth, TX (July 23, 2021) – Whitley Penn recently participated in a community initiative called Race to Kindness: Race to 500,000 Books led by Orion Jean. In total, the firm proudly donated nearly 1,500 books and $10,000. “Whitley Penn is passionate about helping our clients and our local communities,” stated Autumn Kraus, Whitley Penn…
Houston, TX (July 21, 2021) – Whitley Penn announced that the Firm was recently named to the Houston Business Journal’s Largest Houston Area Accounting Firms list, ranked by total local accounting professionals. The firm ranked #11 on this year’s list as compared to #13 in 2020 and #16 in 2019. With exponential growth and strengthening…
Fort Worth, TX (July, 20 2021) – Whitley Penn has been named a “Top 100 Firm” by INSIDE Public Accounting (IPA), ranking 39th in the annual ranking of the largest accounting firms in the nation. The Firm rose six spots from the previous year marking continuous growth. “We are honored to be ranked in the…
Houston, TX (July 19, 2021) – Whitley Penn is excited to announce that effective August 1, 2021, the members of Werlein & Harris, P.C. will join the firm. The addition will increase the firm’s size to approximately 650 employees, with about 125 in the Houston office. “We are very excited to have the Werlein & Harris team…
Odessa, TX (July 9, 2021) – Whitley Penn Audit Partner, Catherine Speer, began her role as Vice President of the Texas Society of CPAs Permian Basin Chapter (TXCPA Permian Basin) on June 1, 2021. “It is an honor to serve the Permian Basin chapter of TXCPA as this year’s Vice President. My goal is to…
Odessa, TX (July 8, 2021) – Whitley Penn Audit Manager, Alba Soltero, recently received the Outstanding Committee Chair Award and took office as Chapter Director Odessa of the Texas Society of CPAs Permian Basin Chapter (TXCPA Permian Basin). Soltero was recognized and appointed at the Annual Meeting in June. “I feel honored to serve as…
Dallas, TX (July 6, 2021) – Whitley Penn is pleased to announce that Nick Pollard, CPA, has rejoined the firm as Oil & Gas Assistant Controller in the firm’s Dallas Office. Pollard has more than 10 years of oil & gas experience with a broad range of industry experience including land operations, financial statement…