SOC 2 + HIPAA Overlay Engagements: How They Work
HIPAA mapping in a SOC 2 engagement: evidence-file boundaries, bridge-letter cadence, and how auditors structure a combined SOC 2 + HIPAA report.
Whitley Penn is a mid-tier SOC 2 audit firm in Fort Worth, TX, USA that charges $30K–$80K for Type II audits with 8–20 week fieldwork-to-report timelines. Founded in 1984, they hold 2 accreditations and specialize in Technology, Healthcare, Financial Services, and 7 more. Their pricing is in the mid-range compared to the mid-tier average of $28.7K–$76K.
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Estimated Type 1 and Type 2 ranges, placed against the broader mid-tier peer set. Numbers are directional; final pricing depends on scope, Trust Services Criteria, evidence quality, and observation period.
Note: Pricing shown is estimated based on typical engagements. Use our SOC 2 cost calculator for a personalized estimate.
Timeline: The 8–20 week figure is the audit fieldwork-to-report window once evidence is ready, not the full engagement. A SOC 2 Type II also requires an observation period, typically 3–12 months depending on scope, before that window begins.
of Mid-tier firms charge more for Type II.
of Mid-tier firms have longer minimum timelines.
listed certifications. Tier average: 2.
Side-by-side pricing, timeline, and certification counts for the 5 closest-priced peers in the mid-tier tier.
| Whitley Penn | AAFCPAs | Anders CPAs + Advisors | Bennett Thrasher | Dannible McKee | FinAudit CPA | |
|---|---|---|---|---|---|---|
| Type II Cost | $30K–$80K | $30K–$80K | $30K–$80K | $30K–$80K | $30K–$80K | $30K–$80K |
| Type I Cost | $20K–$60K | $20K–$60K | $20K–$60K | $20K–$60K | $20K–$60K | $20K–$60K |
| Timeline | 8–20 wk | 6–12 wk | 8–20 wk | 8–20 wk | 8–20 wk | 6–12 wk |
| Team Size | 800-900 | 350–1000 | 380–410 | 480–510 | 100–115 | 100–1000 |
| Certifications | 2 | 3 | 1 | 1 | 2 | 2 |
| Founded | 1984 | 1973 | 1965 | 1980 | 1978 | 2010 |
For buyers in Technology and Healthcare, Whitley Penn fits the mid-tier profile when timeline (8–20 weeks) and Type II pricing ($30K–$80K) align with what mid-tier firms typically deliver. Their 2 active accreditations, including PCAOB, extend that fit beyond pure SOC 2 into adjacent compliance frameworks.
Texas-based and Southwest-focused companies needing a PCAOB-registered, full-service CPA firm offering SOC reporting alongside technology-driven audit services, risk advisory, and cybersecurity.
Whitley Penn is a 42-year-old Texas Top 100 CPA firm registered with PCAOB, DOL, and AICPA, offering SOC reports as part of a technology-enhanced audit practice with data analytics tooling; member of HLB International (150+ countries).
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10 industries. Mid-tier average: 6.
2 certifications. Mid-tier average: 2.
Proprietary
Firm-specific answers generated from the directory record and preserved in FAQPage schema.
Whitley Penn SOC 2 Type I audits typically range from $20K to $60K. Type II audits range from $30K to $80K. This is in the mid-range for mid-tier firms — the mid-tier tier average is $28.745K–$76.043K. Final pricing depends on your organization's scope, number of trust service criteria, and system complexity.
The 8–20 week range is Whitley Penn's audit execution and report-delivery window once evidence is available. It is the fieldwork-to-report window, not the full engagement. A SOC 2 Type II also requires an observation period, typically 3–12 months depending on scope, before that window begins, while a Type I is a point-in-time assessment with no observation period. Actual timelines depend on readiness, scope, and evidence availability.
Whitley Penn has deep expertise in Technology, Healthcare, Financial Services, Manufacturing, Energy, Construction, Real Estate, Nonprofit, Agriculture, Professional Services. They are best suited for Texas-based and Southwest-focused companies needing a PCAOB-registered, full-service CPA firm offering SOC reporting alongside technology-driven audit services, risk advisory, and cybersecurity.
Whitley Penn holds 2 accreditations: AICPA, PCAOB.
Whitley Penn uses Proprietary for their audit engagements. Reports are delivered via Digital delivery.
Whitley Penn is a mid-tier SOC 2 audit firm founded in 1984 with 42 years of experience. Whitley Penn is a 42-year-old Texas Top 100 CPA firm registered with PCAOB, DOL, and AICPA, offering SOC reports as part of a technology-enhanced audit practice with data analytics tooling; member of HLB International (150+ countries). They are best suited for organizations that need technology, healthcare, financial services expertise.
Whitley Penn is headquartered in Fort Worth, TX, USA. They serve clients across the United States and can conduct SOC 2 audits remotely.
Compared to the 47 mid-tier firms in our directory, Whitley Penn's Type II pricing ($30K–$80K) is in the mid-range (tier average: $28.745K–$76.043K). They hold 2 certifications vs. the tier average of 2. Their minimum timeline of 8 weeks is comparable to the tier average.
Whitley Penn is best suited for Texas-based and Southwest-focused companies needing a PCAOB-registered, full-service CPA firm offering SOC reporting alongside technology-driven audit services, risk advisory, and cybersecurity. Their key differentiator is: Whitley Penn is a 42-year-old Texas Top 100 CPA firm registered with PCAOB, DOL, and AICPA, offering SOC reports as part of a technology-enhanced audit practice with data analytics tooling; member of HLB International (150+ countries).
A buyer-side checklist. Bring these to your first call — the answers separate firms that have run hundreds of SOC 2 engagements from firms that are bidding on them.
Tell us your scope. Whitley Penn replies with a price, a timeline, and why they'd be a fit. Anonymous until you pick.
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