Whitley Penn
Texas-based CPA firm delivering SOC 1 and SOC 2 reporting through its Risk Advisory practice under AT-C 205 / SSAE 18.
Overview
Whitley Penn is a CPA firm whose Risk Advisory Services practice performs SOC 1 examinations (controls over financial data) and SOC 2 reports prepared in accordance with AT-C 205, covering security, availability, processing integrity, confidentiality, and privacy. The work is led by named risk advisory and cybersecurity professionals holding CPA, CISA, and CIA credentials, and the firm references SSAE 18 attestation standards. It serves industries including healthcare, financial institutions, nonprofits, and professional services.
Strengths
- ✓SOC 2 reports explicitly prepared under AICPA attestation standards (AT-C 205 / SSAE 18)
- ✓Dedicated Risk Advisory and cybersecurity leadership with relevant CPA/CISA/CIA credentials
- ✓Addresses HIPAA and GDPR considerations within the SOC 2 context
Consider
- •The page references attestation standards and CPA-credentialed staff but does not spell out the firm's CPA licensure in plain text
- •Founding year and HQ not stated on the SOC page itself
Frameworks covered
Regions served
Pricing and timeline in context
Based in Fort Worth, TX, Whitley Penn quotes SOC 2 work in the $18K–$90K band — in line with the national firm median of $18K–$90K across the firms we track. As an AICPA-licensed CPA firm it issues SOC 1, SOC 2 Type 1, SOC 2 Type 2, HIPAA, and GDPR reports directly, and the fee scales with your headcount, the Trust Services Criteria in scope, and any frameworks you bundle. Plan for roughly 8–22 weeks on a Type 2 engagement. Compare it against the full SOC 2 audit cost benchmark before you commit.
Who Whitley Penn is for
Whitley Penn works most often with SaaS, Fintech, and Healthcare companies. Its broad 5-framework coverage suits teams that want to consolidate several audits — SOC 2 plus ISO 27001, HIPAA, or PCI — under one firm. Scale-ups and mid-market companies that want experienced, credible coverage without Big Four pricing are the typical fit.
Frequently asked questions
How much does a Whitley Penn SOC 2 audit cost?
Whitley Penn's SOC 2 engagements typically run $18K–$90K, depending on your headcount, the Trust Services Criteria in scope, and how many frameworks you bundle. Because no firm publishes fixed pricing, request a scoped quote — you can get three matched quotes on identical scope to compare.
How long does a Whitley Penn SOC 2 audit take?
A typical Type 2 engagement with Whitley Penn takes about 8–22 weeks from kickoff to report, plus the observation window itself. Use the timeline calculator to estimate your own schedule.
What frameworks does Whitley Penn cover?
Whitley Penn covers SOC 1, SOC 2 Type 1, SOC 2 Type 2, HIPAA, and GDPR. If you need several of these, bundling them into one engagement is usually cheaper than auditing each separately.
Is Whitley Penn an AICPA-licensed CPA firm?
Yes. Whitley Penn is an AICPA-licensed CPA firm, which is a requirement to issue a SOC 2 report — only licensed CPA firms can. It's worth confirming a firm's AICPA peer-review status before signing; see questions to ask a SOC 2 auditor.
Where does Whitley Penn operate?
Whitley Penn is headquartered in Fort Worth, TX and serves clients across United States. SOC 2 is a US attestation standard, so a US-licensed firm can serve clients wherever they are based.
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