Business Details
Your Trusted Partner for Accounting & Advisory Solutions
Wilkin & Guttenplan is an innovative, full-service accounting and advisory firm dedicated to proactive service, deep expertise, and long-lasting client relationships. With over 35 years of experience, we specialize in tailored solutions for closely held businesses, community associations, emerging entrepreneurs, and professionals across diverse industries. Our team of certified experts provides comprehensive services including tax planning, business valuation, employee benefit plan audits, and litigation support, ensuring compliance and strategic growth.Recognized as one of the Best Places to Work in New Jersey and nationally by Accounting Today, we combine technical excellence with a client-centric approach. Our commitment to quality is evidenced by our membership in the BDO Alliance USA and rigorous peer-reviewed standards. We prioritize transparency, efficiency, and personalized guidance to help clients navigate complex financial landscapes and achieve long-term success.
Services
Tax Services
Business Valuation
Employee Benefit Plan Audits
Estate and Trust Planning
Litigation Support
Highlights and features
- Award-winning accounting firm with over 35 years of experience.
- Member of the BDO Alliance USA for global resources and expertise.
- Specialized services for niche industries including real estate and technology.
- Rigorous peer-reviewed quality standards and AICPA membership.
- Recognized as a top workplace in New Jersey and nationally.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- BDO Alliance USA
- New Jersey Society of Certified Public Accountants
- Public Company Accounting Oversight Board (PCAOB)
- AICPA Employee Benefit Plan Audit Quality Center
Services
Tax Services
Wilkin & Guttenplan offers comprehensive tax planning and compliance services for individuals and businesses. Our experts navigate complex tax regulations to minimize liabilities and maximize savings. With specialized knowledge in international tax and state/local tax matters, we provide strategic guidance tailored to each client's unique needs.
Business Valuation
Our certified valuation analysts determine business worth for mergers, acquisitions, or succession planning. Using industry-specific methodologies, we deliver accurate assessments that support informed decision-making. Services include buy/sell agreements, shareholder disputes, and litigation support.
Employee Benefit Plan Audits
We specialize in ERISA-compliant audits for 401(k) and retirement plans. Our team ensures compliance with Department of Labor requirements while identifying operational efficiencies. With membership in the AICPA Employee Benefit Plan Audit Quality Center, we maintain the highest audit standards.
Estate and Trust Planning
Our estate planning specialists help clients preserve wealth through trusts, tax-efficient strategies, and succession plans. We assist with Form 706/709 filings, trust administration, and minimizing estate tax burdens for high-net-worth individuals and family businesses.
Litigation Support
We provide expert witness testimony and forensic accounting services for legal disputes. Our team handles fraud investigations, lost profit analysis, and matrimonial accounting, delivering clear financial insights that support litigation outcomes.
People
Michael Esposito
Shareholder
CPA recognized in Forbes' Americas Top 200 CPAs list, specializing in audit and accounting standards. With decades of experience, he advises clients on financial reporting and compliance matters.
Ed Guttenplan
Shareholder
Award-winning CPA with expertise in employee benefit plan audits. Recipient of the NJCPA Ovation Award, he leads complex audit engagements and mentors junior staff in audit best practices.
Lauren Landolfi
Practice Leader
Specializes in family office services and international tax planning. Recognized for her work with high-net-worth individuals on cross-border tax compliance and wealth management strategies.
William McDevitt
Practice Leader
Certified Valuation Analyst with extensive experience in business valuations and litigation support. Provides expert testimony in commercial disputes and shareholder litigation cases.
Vinay Navani
Co-Practice Leader
International tax expert advising foreign businesses on U.S. market entry strategies. Leads the firm's India practice, focusing on cross-border compliance and tax optimization.
Questions
What industries does WilkinGuttenplan specialize in?
We specialize in real estate, technology, professional practices, community associations, and closely held businesses.
Are your accounting services available outside New Jersey?
Yes, we serve clients nationwide with offices in New Jersey and New York, and through virtual platforms.
Do you offer international tax compliance services?
Yes, our International Commerce Group provides tax planning and compliance for cross-border businesses and individuals.
How do you ensure audit quality?
We maintain AICPA peer-reviewed standards and are members of the Employee Benefit Plan Audit Quality Center.
What sets your firm apart from other accounting firms?
Our combination of industry specialization, award-winning culture, and membership in the BDO Alliance USA distinguishes us.
Videos
Reviews (1)
Arthur Napolitano
Jan 09, 2020
Report
I've relied on Sue Klimczak @ W&G to advise and prepare my taxes for years, and I couldn't be happier. They are up to date on alm tax law changes and Sue cares about her clients, large & small. If you are searching for a CPA you can count on, call Sue Klimczak!
