The Whatley CPA Firm

The Whatley CPA Firm, founded in 2005 by H. Bradley Whatley, is a Sugar Land-based accounting and tax firm serving businesses and individuals throughout the greater Houston area. Brad Whatley, CPA/PFS/CFP and owner, brings expertise in tax planning for privately-held businesses and business advisory services including restructuring, capital investment, and estate planning. He is a former partner at one of the Big 4 international accounting firms and brings Summa Cum Laude credentials from Texas A&M University. The firm provides individual and business tax solutions, business advisory services covering entity selection and business purchasing or selling, and cash management. Patrick Kopplin, CPA, a senior professional with over 25 years of Houston accounting experience, complements the team with expertise in real estate, hospitality, manufacturing, retail, and professional services industries. The firm has also served as controller and CFO for privately-held businesses. The Whatley CPA Firm operates with a philosophy of year-round tax planning and serves a diverse client base including those in entertainment, real estate, medical, professional services, oil and gas, and manufacturing sectors.