The SOC 2 report focuses on controls aligned with the AICPA’s Trust Services Principles, Criteria and Illustrations (SysTrust and WebTrust). It ensures you have critical controls in place for security, confidentiality of stored information, processing integrity of transactions, system availability, and privacy. Marcum tests your information systems against best practices.

SOC 2 reporting criteria are identical to SOC 3, but SOC 2 reports provide detailed reporting and testing procedures for third parties to evaluate.

Marcum SOC professionals use custom-built assessment and reporting tools to ensure SOC 2 engagements are completed efficiently, effectively and on budget. Our team has the deep IT knowledge and experience across a wide range of industries that you’ve come to expect from Marcum.

If it’s time to re-evaluate your SOC 2 provider, discover the Marcum difference. Ask Marcum.

SOC 2 Services

SOC 2 Readiness Assessment

Preparing for your first SOC 2 audit? After reviewing your policies and procedures, Marcum professionals prioritize if certain controls should be considered for implementation prior to the audit.

SOC 2 Type 1 Report

You receive a well-defined, highly detailed, quality report that proves to customers that an independent third party has audited your IT systems and that you meet your organization’s compliance objectives and those of your customers.

SOC 2 Type 2 Report

After controls testing throughout the year, your detailed SOC 2 Type 2 report informs customers that you’ve completed testing that validates your controls and processes.


Select the region to view contacts.

Mark  Agulnik

Mark Agulnik

Regional Advisory Partner-in-Charge

  • Advisory Services
  • Fort Lauderdale, FL
Jenny  Deloy

Jenny Deloy

Office Managing Partner

  • Assurance
  • Chicago, IL
Cary  Drazner

Cary Drazner


  • Assurance
  • Deerfield, IL
John J. McGonigal

John J. McGonigal

Office Managing Partner

  • Assurance
  • Philadelphia, PA
Ben  Osbrach

Ben Osbrach

National Risk Advisory Leader

  • Risk Advisory
  • Tampa, FL
Bruce  Roff

Bruce Roff


  • Assurance
  • New York, NY