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.


Banking financial institutions planning
Cecil W. Jones
Partner in Charge of Financial Institutions

Our services include:

  • Audit
  • Tax
    • Federal and state income tax
    • Sales and use tax
    • Employment and property tax
  • Consulting

Whitley Penn’s forensic, litigation, and valuation professionals and testifying experts have additional experience. This can be obtained by viewing their service descriptions and individual biographies.

Contact Us

To contact Whitley Penn with any questions or for more information, please fill out the form.

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