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    Thursday 21 March 2019

    Whitley Penn, LLP
    Plano Office

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    Firm details

    Whitley Penn, LLP

    5908 Headquarters Drive, Suite 300
    Plano
    Texas
    75024

    T: (972) 776-3610
    F: (972) 776-3612

    Local time

    21/03/2019 02:34:04

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    Established in 1983, Whitley Penn continues to be one of the region’s most distinguished public accounting firms. From our inception, our unwavering focus has been on offering an unmatched level of service. Our industry experience is well-rounded and diverse; many of our partners have gained hands-on experience working inside the companies from the sectors in which we specialize.

    Ranking

    • 47 th on the 2017 Top 100 Firms List (Accounting Today)
    • 54th on The 2016 IPA 100 (INSIDE Public Accounting)
    • 8 th Largest Public Accounting Firm in North Texas (Dallas Business Journal)
    • 18 th Largest Houston Area Accounting Firm (Houston Business Journal)
    • “Best of the Best” (INSIDE Public Accounting)

    Services include:

    • Audit
    • Forensic, litigation and valuation
    • Risk advisory services
    • Tax and consulting
    • Transaction advisory services
    • Virtual back office (outsourcing of accounting, bookkeeping, payroll and tax records)
    • Wealth management through Whitley Penn Financial

    Partners

    Primary contacts

    Kristen Lollar

    Director of Marketing

    kristen.lollar@whitleypenn.com  Download vCard  Email vCard

    Felix J. Lozano, III, CPA, CFE

    Audit Partner

    felix.lozano@whitleypenn.com  Download vCard  Email vCard

    Other contacts

    Daniel Boarder

    Transaction Advisory Services Partner

    daniel.boarder@whitleypenn.com  Download vCard  Email vCard

    Matthew A. Reiter, CPA

    Audit Partner

    matthew.reiter@whitleypenn.com  Download vCard  Email vCard

    Kyle Willey, CPA, CFE

    Audit Partner

    kyle.willey@whitleypenn.com  Download vCard  Email vCard

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