Joe Lavis

Tax Partner at Whitley Penn

Role
Tax Partner at Whitley Penn
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joe Lavis

Significant experience advising clients on tax and advisory matters with a focus on partnerships, corporations, and high net-worth individuals. Primarily works with private equity portfolio companies and middle market entities in the energy, real estate, manufacturing, distribution & retail, and professional services industries. I would love to connect with you, feel free to email me at J••••••••@whitleypenn.com

Experience

  1. Tax Partner

    Whitley Penn

    Jan 2022 — Present

Education

  • Baylor University - Hankamer School of Business

    BBA, Accounting

    2005 — 2009

Skills

  • Partnership Taxation
  • Sec Filings
  • Income Tax
  • Internal Controls
  • Corporate Tax
  • Gaap
  • External Audit
  • Cpa
  • Financial Statements
  • Prosystem Fx Tax
  • Tax Accounting
  • Tax
  • Financial Reporting
  • Financial Accounting
  • Auditing
  • General Ledger
  • Tax Research
  • Tax Preparation
  • Accounting

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Joe Lavis — Tax Partner at Whitley Penn in Dallas, TX, US | Unifers