Our diverse team of professionals have federal, international, and State and Local Tax (SALT) experience. They have the hands-on experience that you need and can offer practical advice and recommendations specific to your industry in regards to economic, regulatory and tax issues. In addition, our affiliation with HLB International enables us to seamlessly serve clients outside the United States. HLB received the CFI.co – Capital Finance International 2023 global award for Best Cross-Border Collaboration for Tax Solutions.

The key to our success, and yours, is proactive communication. We communicate regularly with our clients to develop strategies and prepare for the future, rather than wait and react.

We are ready to assist you with:

  • Federal income tax planning, tax consulting, and compliance
  • Entrepreneurial services and business consulting
  • Small business tax services
  • Corporation tax services
  • International tax
  • State and local taxation, compliance, and planning
  • Estate, gift, and trust income taxation, compliance, and planning
  • Estate tax planning and consulting
  • Business succession planning
  • Mergers and acquisition due diligence and planning
  • Business structure planning and consulting
  • Financial statement tax provision (ASC 740) preparation and review
  • Compensation planning
  • IRS controversy
  • State and local tax controversy
  • Nonprofit compliance and consulting
  • Employee benefit plan compliance and consulting

2024 Standard Tax Pocket Guide

Whitley Penn's Tax Pocket Guide provides a simplified overview of tax laws, regulations, and essential information that every taxpayer needs to know. Click the button below to download the digital version.

Meet the Team

Toby Cotton

Partner-in-Charge of Tax

Our Latest Thinking

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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