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← Back to Top 80 Bookkeepers in the Dallas-Fort Worth Area, TX (2026)Whitley Penn
Evidence Score 44/100 at 77% evidence coverage 31 of 80 on the Dallas-Fort Worth area list How the score works
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: construction, real estate, healthcare, manufacturing, agriculture (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 2 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Whitley Penn | home page | |
| Website | https://www.whitleypenn.com/ | home page | |
| Office locality | Fort Worth, TX | /contact-us | |
| Phone | +18172599100 | /contact-us | |
| Offers bookkeeping | Documented: ...been among the best changes I have made for my company and family. Oil & Gas Client ''Bookkeeping runs smoothly on time. I have always enjoyed the pleasant demeanor that our... | home page | |
| Payroll coordination | Documented: ...limited to internal controls, participant data, contributions, distributions, review of payroll reports, census data, and investment information. Audits are conducted to help... | /industries/employee-benefit-plan-audit | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...benefit plans before and after mergers and acquisitions Assistance with preparation of financial statements Reporting compliance Identification and correction of plan issues... | /industries/employee-benefit-plan-audit | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, healthcare, manufacturing, agriculture, technology, veterinary, professional services | /industries | 5 pts (max 5) |
| Software supported | QuickBooks | /enterprise-resource-planning-services | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Onboarding described | Documented: ...love Whitley Penn's understanding of various systems and how we can integrate them into our process (or use them more robustly). They have been a great holistic partner to our back... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...and experienced staff who strive to manage our asset with excellence. We loved the quarterly report and think the upgraded software will be helpful.'' Mineral Management Client... | home page | 4 pts (max 4) |
| Communication channel / process | Documented: ...engagement quality. 3. Scheduling Process We coordinate scheduling through Dayshape’s secure portal, aligning availability and fieldwork timing to keep the engagement on track. 4.... | /industries/employee-benefit-plan-audit | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: WHITLEY PENN LLP · Taxpayer 32036872797 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5).
- Not verified. The matching Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) record (Taxpayer 32036872797): it shows no formation date we can use (an entity formed in another state, or an assumed name) (checked 2026-09-26) (State business registry): Years operating (registry formation date) (0 pts, max 5).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) lists WHITLEY PENN LLP (Taxpayer 32036872797), status Active franchise taxpayer, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 22 evidenced items come from Whitley Penn's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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