WilkinGuttenplan provides audit and accounting solutions, including bookkeeping, cash flow and budgeting analysis and financial statement reviews. Our experts bring years of expertise and business understanding to help clients meet their organization goals.

When considering a generational transfer, taking on a new partner or drafting a buy/sell agreement, business valuation is critical. The seasoned experts at WilkinGuttenplan deal with both the big picture and the details involved in valuing a business.

An audit of your 401(k) or other employee benefit plan goes beyond the numbers. The team at WilkinGuttenplan understands the challenges faced by plan administrators and will look into the operations of the employee benefit plan and its compliance with regulatory requirements.

Estate planning is an essential component to managing your assets during your lifetime and providing future financial security for your family and loved ones. Our estate and trust planning specialists will collaborate with you to create an estate plan that meets your objectives.

With a full suite of services and personalized approach, tailored to address both your personal and professional financial needs, our Family Office Services specialists provide peace of mind that your “family office” is in good hands.

The specialists at WilkinGuttenplan have a demonstrated record of success working with law firms in a breadth of litigation situations, including forensic accounting, fraud investigation, insurance claims and more.

Our Mergers and Acquisition experts at WilkinGuttenplan can advise on the sale of your business or your next strategic acquisition. From deal planning to financial diligence, our team will guide you through the process from all sides.

Selecting the right peer reviewer is critical in order for a business to realize the full benefit of a peer review. Dedicated to enhancing the quality of accounting, audit and attestation services, WilkinGuttenplan provides both systems and engagement reviews, as well as consultation on monitoring and pre-issuance engagement reviews.

At WilkinGuttenplan, we help our clients minimize taxes while maximizing earnings. We provide top-tier client service by communicating frequently and staying abreast of changes in our clients’ businesses and personal lives, as well as any new tax law updates. As a result, we are often able to identify potential tax savings opportunities.

Technology is critical to the success of your business. The highly skilled and accessible team of professionals at WilkinGuttenplan provides an efficient solution that solves issues before they arise, ensuring information safety and compliance.

From bookkeeping and financial reporting, WilkinGuttenplan manages full-spectrum accounting operations, eliminating the time and costs associated with an in-house accounting department, while also providing valuable insights to streamline processes and understand and analyze important financial data.