Plano, TX (November 14, 2022) – Whitley Penn Chief Growth Officer, Felix J. Lozano, III CPA, CFE, was recognized last Friday, November 11 as Business Executive of the Year by the Plano Chamber of Commerce at the Best of Plano 2022 event. “To receive this recognition along with many other outstanding and accomplished individuals and…
Plano, TX (October 19, 2022) – Autumn Kraus, Whitley Penn Forensic Litigation and Valuation Partner received the YMCA Catalyst Advancing Equity Award at the October 18, 2022, YMCA Key Leaders Luncheon. The YMCA of Metropolitan Dallas developed the Catalyst Advancing Equity award to recognize an individual and organization that has been crucial to advancing the…
Dallas, TX (October 18, 2022) – Whitley Penn has been listed for the seventh year in a row to the Dallas Business Journal’s seventh annual Middle Market 50 list. The firm ranked #45. The list honors the fastest-growing private and public companies that are based in Dallas-Fort Worth and have an annual revenue between $10…
Fort Worth, TX (September 14, 2022) – Whitley Penn’s Forensic Litigation & Valuation Group has been named to Texas Lawyer Best of 2022 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…
Houston, TX (September 8, 2022) – Jake Morris, Client Accounting & Advisory Services (CAAS) Senior Manager, has joined the Leukemia & Lymphoma Society Big Climb Houston Executive Committee. The Big Climb is a fundraising challenge where participants climb the stairs of an iconic building in their local community in order to raise critical funds for…
Fort Worth, TX (September, 7 2022) – Whitley Penn has been named a “Best of the Best” firm by INSIDE Public Accounting (IPA), ranking 8th in revenue. “On behalf of our Partners and employees, we are honored to be recognized by IPA for more than 20 years as a Best of the Best firm,” stated…
Dallas, TX (September 7, 2022) – Whitley Penn’s Client Accounting & Advisory Services (CAAS) practice, welcomes Managing Directors John Yeager and Natasha Klebba. The CAAS team is focused on helping with seamless integration of technology with strategic initiatives by consulting with clients to assess their needs to reach their end goals. Once a design is created, our…
Fort Worth, TX (August 8, 2022) – Whitley Penn has been named a “Top 100 Firm” by INSIDE Public Accounting (IPA), ranking 37th in the annual ranking of the largest accounting firms in the nation. The firm rose two spots from the previous year marking continuous growth. “We are honored to be named a Top…
Fort Worth, TX (July 29, 2022) – Whitley Penn Managing Partner, Larry Autrey, has been named “CPA of the Year” by the Texas Society of Certified Public Accountants (TXCPA) Fort Worth. TXCPA Fort Worth recently announced the recipients of their 2022–2023 chapter awards during their Summer Members’ Meeting. Members were recognized for their continued and…
Houston, TX (July 21, 2022) – Whitley Penn has ranked #13 in the Houston Business Journal’s 2022 Largest Houston-area Accounting Firms List. The list ranking is based off the number of local accounting professionals. “On behalf of the firm, we are honored to be named to Houston Business Journal’s Largest Houston Area Accounting Firms list…
Fort Worth, TX (July 20, 2022) – Whitley Penn Audit Partner, Andy Hines, CPA, has been named to Fort Worth Business Press’s 40 Under 40 list. The 40 Under 40 Awards are celebrated to recognize the brilliance on the rise, 40 honorees each year, all under the age of 40, destined for significant accomplishments in…
Austin, TX (July 20, 2022) – Brett Murphy, Whitley Penn Audit Partner, has started as Region 13 President of The Leadership Division of the Independent Bankers Association of Texas (IBAT). “I am excited to be starting as Region 13 President of the Leadership Division of IBAT,” said Murphy. “This is a great opportunity to continue…
Dallas, TX (June 16, 2022) – Whitley Penn welcomes Risk Advisory Services Senior Manager, Cortnee Brekke, CFE, CIA, to the firm. “We are excited to welcome Cortnee to Whitley Penn and the Risk Advisory Services team,” stated John Williamson, Risk Advisory Services Partner. “Her extensive industry knowledge and experience will provide a unique perspective to…
Fort Worth, TX (May 31, 2022) – Whitley Penn Tax Director, Bill Wilson, and Tax Senior Manager, Julie Quaranta have been nominated to join the Texas Society of Certified Public Accountants (TXCPA) Federal Tax Policy Committee beginning June 1. The Federal Tax Policy Committee serves as the voice of Texas CPAs to Congress, the Department…
Fort Worth, TX (May 24, 2022) – Whitley Penn’s Growth Initiative won in the category of Business Development Initiative for the 2022 Association of Accounting Marketing – Marketing Achievement Awards. There were 23 awards for marketing achievement presented to accounting marketers on May 2 at the Association for Accounting Marketing’s (AAM) annual Summit in Louisville,…
Fort Worth, TX (May 24, 2022) – Whitley Penn has joined the Fort Worth Hispanic Chamber of Commerce. “As we continue building our network and making new connections, we look forward to taking advantage of all the opportunities a membership with the Fort Worth Hispanic Chamber of Commerce provides,” stated Whitely Penn Chief Growth Officer,…
Houston, TX (May 23, 2022) – Whitley Penn Tax Partner, Kristen Sayegh, has been named to Houston Business Journal’s 2022 40 Under 40 Class of 2022 honorees. To be considered, nominees had to reside in the 10-county Houston area and be under 40 years of age as of December 31, 2021. The Houston Business Journal’s…
Dallas, TX (May 19, 2022) – Whitley Penn has ranked #7 in the Dallas Business Journal’s North Texas Accounting Firms list. The list ranking is based off the number of local CPA’s in 2021. “We are proud to be recognized as one of the Largest North Texas Accounting Firms,” stated Larry Autrey, Whitley Penn Managing…
Fort Worth, TX (May 9, 2022) – Whitley Penn Strategic Consulting Managing Director, Frank Iannelli, has joined the Humane Society of North Texas (HSNT) Board of Directors. “I am looking forward to making a difference alongside a dynamic group of board members at the Humane Society of North Texas,” stated Iannelli. “This organization stands for…
Dallas, TX (April 21, 2022) – Whitley Penn Chief Growth Officer, Felix J. Lozano, III CPA, CFE, has joined the Dallas Metropolitan YMCA as the Chairman on the Board of Directors. Lozano is the first to be the chairman of both the YMCA of Metropolitan Dallas and YMCA of Metropolitan Fort Worth. He previously served…
Fort Worth, TX (March 16, 2022) – Whitley Penn has been named a “Top 100 Firm” by Accounting Today. The firmed ranked at #40. The firm also ranked #36 among the Top Tax Firms and the second largest firm in the Southwest. “We are honored to be named to Accounting Today’s Top 100 Firm list,”…
Fort Worth, TX – (March 7, 2022) – Whitley Penn Managing Partner, Larry Autrey, and Whitley Penn Co- Founder, Jim Penn, have been selected to appear in the 2022 Fort Worth Inc.: The 400. This listing includes the names and profiles of 400 of Fort Worth’s most influential people. Autrey, CPA, ABV has more than…
Dallas, TX (March 3, 2022) – Whitley Penn Client Accounting & Advisory Services (CAAS), Partner-in-Charge, Irfan Dossani, has joined the Information Technology Alliance (ITA) Client Accounting Services (CAS) Committee. The Information Technology Alliance is holding its Spring Collaborative Conference April 24-26, 2022, at the Hilton Denver City Center in Denver, Colorado. Attendees can expect a full agenda…
Odessa, TX (March 3, 2022) – Whitley Penn Tax Principal, Peggy Dean, will be speaking at the SheCan International Women’s Day Conference held Tuesday March 8th from 7:30 a.m. to 2:00 p.m. at the Odessa Marriott Hotel & Conference Center hosted by the Odessa Chamber of Commerce and sponsored by Whitley Penn. The goal of the SheCan…
Austin, TX (March 3, 2022) – Whitley Penn has been listed for the third year in a row to the Austin Business Journal’s Largest Austin-Area Accounting Firms list. The list of Austin’s largest accounting firms is ranked by CPAs in the local office. Whitley Penn is currently ranked at 16. “As we work to continue…
Houston, TX (March 3, 2022) – Whitley Penn has been named to the University of Houston’s (UH) Cougar 100 List for a seventh year. This year, the firm ranked at #53. The Cougar 100 award identifies, recognizes, and celebrates the world’s fastest UH Cougar-owned and Cougar-led businesses, demonstrating to all that UH alumni are among…
Fort Worth, TX (February 23, 2022) – Whitley Penn Tax Senior Manager, Robert Pike, CPA, has joined the Camp Fire First Texas Executive Committee as Treasurer. Pike has over 12 years of public accounting experience serving clients on a wide variety of tax and consulting issues with a focus on partnership & corporate taxation as…
Fort Worth, TX (February 15, 2022) – Whitley Penn Tax Manager, Meredith Bajorek, CPA, has joined the Mission Center Board of Directors. Bajorek is to serve a 3-year term and was introduced at the January 19, 2022, board meeting. Bajorek has over 10 years of tax and general accounting experience in both public accounting and…
Plano, TX February 10, 2022) – Whitley Penn Chief Marketing Officer, Kristen Lollar, has joined the Executive Committee for the Plano Chamber of Commerce. She has actively served on the Plano Chamber of Commerce Board of Directors since 2020. “It is an honor to serve on the Plano Chamber Executive Committee,” stated Lollar. “With such a talented…
Dallas, TX (January 26, 2022) – Whitley Penn Chief Growth Officer, Felix J. Lozano, III CPA, CFE, has joined the Dallas Regional Chamber Board of Directors for a three year term beginning January 25, 2022. “I am honored and excited to serve on the Dallas Regional Chamber Board of Directors,” stated Lozano. “As growth continues…
Fort Worth, TX (January 24, 2022) – Whitley Penn Chief People Officer, Robyn Martin, has joined the Women’s Center of Fort Worth Board of Directors effective January 2022. “The Women’s Center has incredible leadership and a fantastic peer group on the Board,” stated Martin. “Consistently you will hear that The Women’s Center is one of the most…
Fort Worth, TX (January 19, 2022) – Whitley Penn announced that the firm has joined HLB International, a global network of independent advisory and accounting firms. Formed in 1969, HLB services clients through their member firms in 159 countries, with more than 32,000 partners and staff in 968 offices worldwide. HLB is currently the 11th largest global…
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 (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,…