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.
