Whitley Penn

Whitley Penn is a public accounting and advisory firm headquartered in Fort Worth, Texas. It delivers tax, audit, consulting, and CPA services to businesses, private clients, and family-owned companies across a range of industries.

Work is organised around audit and assurance, tax, advisory and consulting, and digital services. The Client Accounting & Advisory Services group provides outsourced accounting, monthly accounting, payroll and tax record management, fund administration accounting, and outsourced controller or interim advisory support for companies that do not want to build an in-house finance department. The audit practice serves Form 10-K and 11-K filers, initial public offerings and follow-on offerings, and Sarbanes-Oxley 404 assessments, and has audited companies reporting under IFRS.

The firm says it has been in this business 43 years and is a member of HLB International, a global network of independent advisory and accounting firms with a presence in more than 150 countries and 1,100 offices. Its private client group covers asset protection, tax planning, estate planning, trust formation and succession strategies, and mineral and asset management. The professional services industry page lists real estate brokerages among the client types it serves.

The site publishes no fee schedule and no dedicated real estate practice page, so owners of partnerships or development companies should ask directly which team would handle partnership tax and what an engagement costs.