Joe Lavis

Tax Partner
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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 portfolio companies and middle market entities in the energy, real estate, manufacturing and distribution, retail, and professional services industries.

Joe Lavis

Joe Lavis

Tax Partner
Contact

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 portfolio companies and middle market entities in the energy, real estate, manufacturing and distribution, retail, and professional services 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 & calculations, start-up accounting, and other general tax consulting and accounting projects.

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

Professional Certifications

  • Certified Public Accountant (CPA)

Education

  • B.B.A in Accounting, Baylor University

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