Business Details
Your Trusted Partner for Accounting & Advisory Solutions
Whitley Penn is a full-service public accounting firm dedicated to delivering personalized financial solutions and advisory services. With over four decades of experience, we combine deep industry expertise with a client-centric approach to help businesses and individuals achieve their financial goals. Our team of certified professionals specializes in audit, tax, digital services, and advisory solutions tailored to diverse industries. We prioritize long-term relationships, proactive communication, and innovative technology to ensure accuracy, efficiency, and security in every engagement.As a member of HLB International, we offer global insights while maintaining the personalized service of a local partner. Our commitment to excellence is reflected in our 90% client retention rate and recognition as a Top 100 Firm by INSIDE Public Accounting. We continuously invest in advanced tools and talent development to stay at the forefront of industry standards and client needs.
Services
Audit
Tax Advisory
Digital Services
Deal Advisory
Wealth Management
Employee Benefit Plans
Risk Advisory
Public Sector Services
Highlights and features
- We have 42 years of experience delivering results-driven accounting solutions.
- Our membership in HLB International provides global capabilities across 150+ countries.
- 90% of clients recommend us or choose to work with us again.
- We combine advanced technology with personalized service for efficient outcomes.
- Our team includes industry-specialized CPAs and certified digital services professionals.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
- Department of Labor (DOL)
- American Institute of Certified Public Accountants (AICPA)
What people say
Tailored and strategic advice
Responsive to needs
Outstanding institutional knowledge
Highly recommend services
Efficient audit process
Services
Audit Services
Our audit services combine industry expertise with advanced technology to deliver value-driven assessments. We perform financial statement audits, internal audits, and SOX advisory services while leveraging data analytics for precision. Clients benefit from streamlined processes, secure documentation, and a team with experience in technology, healthcare, and manufacturing sectors.
Tax Advisory
We provide comprehensive federal, state, and international tax solutions tailored to business needs. Our services include compliance, strategic planning, and controversy resolution. With expertise in ASC 740 provisions and employee benefit plan taxation, we help clients optimize structures and navigate complex regulatory requirements across jurisdictions.
Digital Services
Our digital team specializes in ERP implementation, cybersecurity risk assessment, and data analytics. We help businesses modernize IT infrastructure, develop strategic roadmaps, and implement AI-driven solutions. Services include system selection, penetration testing, and technology alignment with organizational growth objectives through customized implementation plans.
Risk Advisory
We offer risk management solutions including SOC reporting, cybersecurity assessments, and regulatory compliance. Our approach combines technical expertise with industry-specific knowledge to identify vulnerabilities and implement controls. Clients receive tailored guidance on financial institution compliance and information security frameworks.
Wealth Management
Through WPWealth, we provide estate planning, investment management, and retirement strategies. Our services address high-net-worth individuals' needs with customized solutions. We integrate tax planning expertise to optimize wealth preservation and intergenerational transfers while maintaining compliance with evolving regulations.
People
Matthew Reiter
Partner-in-Charge of Audit
With extensive public accounting experience, Matthew specializes in technology, healthcare, and manufacturing sectors. He leads audit engagements and quality control initiatives while managing the Plano office operations.
Toby Cotton
Partner-in-Charge of Tax
As Tax Practice Leader, Toby oversees federal and international tax services. He specializes in strategic planning, controversy resolution, and ASC 740 provisions with focus on cross-border compliance and regulatory matters.
Nathen McEown
Chief Executive Officer
Leading firm strategy, Nathen drives growth initiatives and client relationship development. With energy sector expertise, he focuses on aligning organizational goals with client needs through innovative service delivery models.
Jake Baine
Digital Services Managing Director
Specializing in ERP implementations and digital transformation, Jake leads technology consulting services. He helps clients optimize systems through strategic roadmaps, cybersecurity assessments, and data analytics solutions.
John Yeager
ERP Managing Director
With expertise in enterprise resource planning, John advises clients on system selection and implementation. He focuses on integrating financial systems with operational platforms to improve business efficiency and reporting accuracy.
Questions
What industries does Whitley Penn specialize in?
We serve technology, healthcare, energy, manufacturing, nonprofit, and professional services sectors with specialized expertise in audit, tax, and digital transformation.
How does Whitley Penn handle international tax compliance?
Through our HLB International network and in-house specialists, we provide cross-border tax solutions including compliance, transfer pricing, and regulatory reporting across 150+ countries.
What technology tools do you use for audits?
We employ data analytics platforms, secure client portals, and AI-driven risk assessment tools to enhance audit accuracy while reducing client disruption through automated processes.
Do you offer cybersecurity services?
Yes, our digital team provides penetration testing, cybersecurity risk assessments, and CISO advisory services to protect financial and operational data systems.
How are audit fees determined?
Fees are based on engagement complexity, required resources, and industry-specific requirements. We provide transparent cost estimates during initial consultations with dedicated partner involvement.
What sets Whitley Penn apart from other firms?
Our combination of 42-year experience, global network access, technology-driven approach, and 90% client retention rate demonstrate our commitment to personalized, results-focused service delivery.
Reviews (1)
I. Am
Jun 03, 2022
Report
I applied for a job with this company and in an instant I received emails about an phone interview. I did the interview with Brenda and later found out I had an in person interview with Venus. Long story short. While interviewing with Venus, she seemed immediately judgemental and unpleased. To add insult to injury, she sent in a white coworker to further judge me. This was the most disgusting behavior I had ever seen in my life given that Venus is African American.
She literally put me on display to a white coworker. Mind you, she is the hiring person for the position I applied for. I left feeling sick to my stomach. Something needs to be done about judgemental, racist, and sick behavior in these corporations. Do not apply to work at this company.
She literally put me on display to a white coworker. Mind you, she is the hiring person for the position I applied for. I left feeling sick to my stomach. Something needs to be done about judgemental, racist, and sick behavior in these corporations. Do not apply to work at this company.
