Leadership

Toby Cotton has developed tax research opportunities to reduce the tax burden of clients with a proactive approach to tax planning. He strives to maximize the cash flow for business owners through tax planning and financial analysis. He primarily represents clients with corporate taxation, partnership taxation, tax research opportunities, financial/estate planning, financial statement compilation, real estate taxation, bookkeeping and record keeping consulting.

• Certified Public Accountant (CPA)

• American Institute of Certified Public Accountants (AICPA)
• Texas Society of Certified Public Accountants (TXCPA)

• First Baptist Church of Grapevine- Finance Committee Member
• Tarlton Foundation- Board Member

• B.B.A. in Accounting from Southeastern Oklahoma State University
• M.B.A in Finance from the University of North Texas

• Whitley Penn, Dallas Office (2013-Present); Fort Worth Office, (2001-2012)
  • Partner (2010-Present)
  • Senior Manager (2008-2009)
  • Manager (2006-2008)
• CF & Co., LLP, Dallas Office, 1999-2001
  • Staff Tax Accountant and Business Consultant

• Healthcare Reform Bill Seminar – Whitley Penn LLP and Shannon, Gracey, Ratliff & Miller, LLP, Presenter
• The Strategic Mindset – Fort Worth Human Resource Management Association, Presenter
• Healthcare Reform & Taxation: The Later Years – Williams Financial Group, Presenter
• Tax Considerations in Choice of Entity – Shannon, Gracey, Ratliff & Miller, LLP, Presenter
• Healthcare Reform & the Tax Effects – Lorman Education Services, Presenter