Frequently Asked Questions (FAQs)

Get answers to frequently asked questions about Whitley Penn's tax, audit, and advisory services for a clearer understanding of our offerings. Select a category below to jump to that section.

General Questions

General Firm Questions

What services does Whitley Penn offer?

Whitley Penn provides tax planning and preparation, audit and assurance, and business advisory, as well as specialized services for industries listed here.

How do I know which accounting services I need?

If you are an established client looking to add services, contact your advisor for assistance. If you are new to the firm, contact us for a consultation – we’ll review your needs and recommend the best solutions.

Does Whitley Penn work with individuals, businesses, or both?

Both. Whitley Penn serves individuals, small to midsize businesses and nonprofits, and larger organizations.

How does Whitley Penn ensure client confidentiality and data security?

We use secure portals, encrypted file sharing, and follow strict compliance standards to protect your information. We are also a SOC 2 compliant company. Learn more here.

Getting Started

What documents do I need to provide when starting a tax or audit engagement?

Typically, prior-year tax returns, financial statements, and relevant business records. We’ll provide you with a detailed checklist.

How do I submit an RFP?

Click here to submit an RFP. You can also select the RFP option in our contact form.

What is the typical timeline for onboarding Whitley Penn clients?

Most engagements begin within 1–2 weeks after we receive your documents.

Billing & Payments

How can I pay my Whitley Penn bill online?

Click here to pay your bill. You can also select the “Make a Payment” option in the site header.

Where can I find the Whitley Penn W9 Form?

Click here to download our W9 form. You can also find it on the Make a Payment page.

What payment methods does Whitley Penn accept?

We accept major credit cards, ACH transfers, and checks.

When are payments to Whitley Penn due?

Payment terms are outlined in your engagement letter – typically upon receipt ofthe invoice.

Who at Whitley Penn can I contact if I have a billing question?

Reach out to our billing department via the contact information provided on your invoice.

Tax & Compliance

When are tax deadlines for individuals and businesses?

Tax deadlines vary by entity type. Check with your Whitley Penn CPA or Accountant Manager for details.

How do I know what tax forms I need to file?

Whitley Penn will guide you based on your situation and prepare the necessary forms for you.

Can Whitley Penn help with IRS notices or audits?

Yes, we provide representation and support for IRS inquiries and audits.

What should I do if I receive a tax notice?

Contact your Whitley Penn advisor immediately and upload the notice through the secure portal.

Client Portal & File Sharing

What is ShareFile and how do I use it?

ShareFile is a secure document-sharing platform. You’ll receive login details and instructions when your account is set up.

How do I upload financial documents securely to be shared with my CPA team?

What should I do if I forget my ShareFile or Suralink password?

Use the “Forgot Password” link on the login page or contact your Whitley Penn support team.

Communication, Support & Resources

How do I schedule a meeting with an advisor?

Contact your advisor directly, submit our contact form, or call your office location directly.

Who should I contact if I have urgent questions?

Call your advisor or main office location number for immediate assistance.

How quickly can I expect a response from Whitley Penn?

We aim to respond within one business day.

Where can I find the latest accounting industry updates, guides, and insights?

Visit our Insights & Resources page.

How do I register for Whitley Penn events?

Visit our Events page to register for upcoming events or contact your advisor for discount codes.