Business Details
43 Years
experience
Your Trusted Partner for Accounting Solutions
Since our founding in 1983, Whitley Penn has remained steadfast in prioritizing client relationships and delivering tailored financial solutions. As a full-service public accounting firm with over four decades of experience, we combine deep industry expertise with innovative technology to serve clients across diverse sectors. Our integration into HLB International, a global network spanning 150+ countries, underscores our commitment to providing both international capabilities and localized service excellence.With 90% of clients surveyed by ClearlyRated indicating they would recommend us, our reputation is built on consistent results, transparent communication, and the specialized knowledge required to address complex financial challenges. Our team's longevity since establishment reflects our focus on cultivating trust through meticulous attention to detail and adherence to the highest professional standards in tax, audit, consulting, and digital services.
Services
Audit
Tax Services
Advisory
Digital Services
Client Accounting
Event Services
Details
- Year established: 1983
Highlights and features
- We have 42 years of experience in accounting and advisory services
- We operate within HLB International's global network of 1,100+ offices
- 9 out of 10 clients surveyed recommend our services
- We offer technology-driven audit processes with robust data protection
- We maintain registrations with PCAOB, DOL, and AICPA
Associations and certifications
- HLB International
- Public Company Accounting Oversight Board (PCAOB)
- Department of Labor (DOL)
- American Institute of Certified Public Accountants (AICPA)
What people say
Exceptional service
Strategic advice
Highly responsive
In-depth expertise
Value added
Services
Audit Services
Our customized audit services combine industry expertise with technology-driven processes to ensure compliance and identify financial improvement opportunities. We deliver transparent, collaborative engagements for public and private companies, including specialized services for employee benefit plans and public sector entities. Clients benefit from our PCAOB registration and implementation of advanced data analytics tools for precise financial assessments.
Tax Services
We offer comprehensive tax solutions covering federal, state, and international compliance while developing strategic plans to minimize liabilities. Our expertise includes corporate tax, estate planning, and IRS controversy resolution, supported by professionals with deep knowledge of evolving regulatory requirements. Clients receive proactive guidance to align tax strategies with long-term business objectives.
Advisory Services
Our advisory practice addresses operational challenges across industries with customized solutions for growth and compliance. Services include fractional CFO support, business succession planning, and specialized consulting for nonprofit organizations and energy sector clients. We combine technical expertise with practical insights to help businesses navigate complex regulatory environments while optimizing financial performance.
Digital Services
We provide technology consulting to enhance business operations through ERP implementation, cybersecurity assessments, and data analytics. Our digital solutions focus on aligning technology investments with organizational goals while ensuring robust security measures. Clients receive strategic roadmaps for system improvements that support scalability and operational efficiency in evolving business environments.
Event Services
We deliver specialized industry events focused on continuing professional education (CPE) and business development. Partnering with organizations like NASBA, our programs offer valuable insights on tax code changes, audit standards, and industry-specific challenges. Participants gain actionable knowledge to maintain competitive advantage while fulfilling professional development requirements.
People
Nathen McEown
Chief Executive Officer
Nathen McEown leads Whitley Penn as CEO, bringing extensive experience in strategic growth and operational excellence. With a proven track record in professional services leadership, he drives the firm's vision for client-centric innovation while maintaining commitment to quality standards.
Toby Cotton
Partner-in-Charge of Tax
Toby Cotton oversees Whitley Penn's tax practice with deep expertise in federal income tax planning and compliance. His leadership focuses on delivering strategic tax solutions aligned with clients' long-term business objectives across multiple industry sectors.
Matthew Reiter
Partner-in-Charge of Audit
Matthew Reiter directs Whitley Penn's audit practice, specializing in technology, healthcare, and manufacturing sectors. With expertise in public accounting and regulatory compliance, he ensures high-quality audit services that meet evolving industry standards.
Jake Baine
Managing Director, Digital Services
Jake Baine leads digital transformation initiatives at Whitley Penn, specializing in ERP implementation and cybersecurity solutions. His technology expertise helps organizations optimize operations while maintaining robust data protection frameworks.
Jesus Vega
Managing Director, Cybersecurity
Jesus Vega brings specialized cybersecurity expertise to Whitley Penn's digital services team. He focuses on risk assessment and data protection strategies that align with clients' technology infrastructure and regulatory compliance requirements.
Questions
What accounting services do you specialize in?
We provide comprehensive audit, tax, advisory, and digital services with expertise in federal/state compliance, business consulting, cybersecurity, and technology solutions across multiple industries.
Which industries do you serve?
We support clients in technology, healthcare, energy, manufacturing, nonprofit sectors, and professional services with tailored accounting solutions developed through 42 years of industry experience.
Do you offer international accounting capabilities?
As members of HLB International's global network with 1,100+ offices across 150+ countries, we deliver cross-border accounting services while maintaining localized expertise.
How do you handle complex tax matters?
Our tax team specializes in strategic planning, IRS controversy resolution, and regulatory compliance with experience in corporate, estate, and international tax frameworks.
What technology tools do you use?
We implement advanced audit technology, data analytics platforms, and cybersecurity tools to enhance accuracy, efficiency, and data protection in financial processes.
How do you maintain client satisfaction?
Through personalized service, transparent communication, and 90% client retention rates driven by consistent delivery of actionable financial insights and reliable advisory support.
