Toby Cotton
Chief Operating Officer
Toby Cotton brings more than 25 years of public accounting and advisory experience to Whitley Penn. Prior to his current role, Toby served for more than 10 years as the firmwide Partner in Charge of Tax, where he led the development of proactive tax strategies and firmwide tax research initiatives designed to reduce client tax burden and improve long term financial outcomes.
Toby Cotton
Chief Operating Officer and Partner-in-Charge of Tax
Toby Cotton brings more than 25 years of public accounting and advisory experience to Whitley Penn. Prior to his current role, Toby served for more than 10 years as the firmwide Partner in Charge of Tax, where he led the development of proactive tax strategies and firmwide tax research initiatives designed to reduce client tax burden and improve long term financial outcomes.
Throughout his career, Toby has focused on helping business owners maximize cash flow through thoughtful tax planning, financial analysis, and strategic advisory services. His experience includes partnership taxation, tax research opportunities, financial and estate planning, financial statement compilation, and real estate taxation. This deep technical background continues to inform his operational leadership and client first approach as Chief Operating Officer.
Professional Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Texas Society of Certified Public Accountants (TXCPA)
Executive Council Member, First Baptist Church of Grapevine
Finance Committee Member, First Baptist Church of Grapevine
Deacon, First Baptist Church of Grapevine
Board Member, The Equipping Group
Member, Southlake Carroll Alumni Founders Circle
Professional Certifications
- Certified Public Accountant (CPA)
Education
- B.B.A. in Accounting, Southeastern Oklahoma State University
- M.B.A in Finance, University of North Texas