Whitley Penn Welcomes James McNamara as New Tax Partner

Whitley Penn Expands Its Tax Advisory Expertise

Whitley Penn, a prominent accounting and advisory firm, is thrilled to announce the addition of James McNamara, CPA, as a Partner in its Tax Advisory practice. James's extensive background in federal tax strategy positions him as a valuable asset to the firm, ensuring that clients receive the best possible advice and services to navigate the complexities of taxation.

The Value of Experience in Tax Advisory

Joining Whitley Penn from one of the world’s leading accounting networks, McNamara brings over two decades of experience. His previous role as a Tax Principal involved providing high-level advisory solutions which are essential in today's fiscal landscape. With years spent on federal tax compliance and strategy, he has become well-versed in assisting a diverse clientele, including both privately-held and publicly-traded companies.

A Track Record of Success

At his former positions, James was pivotal in creating tax strategies that addressed the unique challenges faced by large corporations. His ability to manage complex tax issues while maintaining solid compliance is a critical trait in a world where tax regulations are continually evolving. He believes that effective tax planning can open doors to new opportunities for businesses.

Commitment to Client Success

Nathen McEown, CEO of Whitley Penn, expressed his excitement for this new chapter, stating, "James's extensive experience at both a top five accounting network and a Big Four firm represents an extraordinary value proposition for our clients." Under James's guidance, the firm aims to provide tailored strategies that meet the pressing needs of their clientele.

Enhancing Tax Strategies

McNamara's experience equips him to tackle the most pressing tax challenges businesses face today. He has a reputation for delivering insightful solutions that prioritize client objectives. He shared, "Throughout my career, I've seen how thoughtful tax strategy and disciplined compliance can help clients make new opportunities attainable and achievable." This approach resonates with Whitley Penn's mission of providing transformative solutions.

Academic Background and Community Involvement

James earned his Bachelor of Business Administration in Accounting from the University of Oklahoma, further solidifying his knowledge and expertise in the field. Additionally, he actively contributes to his community, serving on the Board of Directors for Big Brothers Big Sisters Lone Star, where he uses his financial skills to provide strategic oversight.

About Whitley Penn, LLP

Whitley Penn has been a trusted name in tax, audit, and advisory services for more than 40 years. The firm is committed to the success of its clients and focuses on developing strong relationships while delivering transformative solutions. With a robust presence in the Southwest and as an independent member of HLB International, Whitley Penn is dedicated to helping clients grow both locally and globally, emphasizing that their future is the firm's primary focus.

Frequently Asked Questions

Who is James McNamara?

James McNamara is a CPA and the new Partner in the Tax Advisory practice at Whitley Penn, bringing extensive experience in federal tax strategy and compliance.

What is Whitley Penn's mission?

Whitley Penn aims to provide transformative solutions that deliver valuable results for clients and develop strong relationships in the accounting and advisory sectors.

What prior experience does McNamara have?

James McNamara has over 20 years of experience working at a Big Four firm and a top five accounting network, specializing in federal tax compliance and advisory services.

How does Whitley Penn support community initiatives?

The firm supports community initiatives, with McNamara serving on the Board of Directors for Big Brothers Big Sisters Lone Star, providing financial oversight and guidance.

What services does Whitley Penn provide?

Whitley Penn offers a range of services, including tax, audit, and advisory solutions, aimed at fostering client success and growth.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

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