Financial Institutions

Our banking clients count on Whitley Penn for dependable and responsive audit, tax and consulting services. Our professionals know the banking industry thoroughly, and have hands on experience with solutions to the everyday challenges our clients face.

Many community banks have outgrown their audit and tax service providers. Others have service providers that are simply not the proactive business advisors their companies need. Whitley Penn is different. Our partners are actively involved in every audit and tax assignment. We understand your goals, and provide a level of service to meet the needs of a demanding industry.


Cecil Jones Photo
Cecil W. Jones
Partner in Charge of Financial Institutions

Our services include:

  • Audit
    • GAAP (Generally Accepted Accounting Principles)
    • SEC rules and regulations
    • Transaction due diligence for proposed acquisitions and dispositions
  • Tax
    • Federal and state income tax
    • Sales and use tax
    • Employment and property tax
  • Consulting
    • Business process improvement
    • Risk advisory services

Contact Us

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