Wilkin & Guttenplan

A Vision of Collaborative Expertise and Client-Centric Solutions

WilkinGuttenplan is an innovative, full-service accounting and advisory firm driven by a commitment to proactive service, deep expertise, and long-lasting client relationships. We have unmatched experience guiding individuals, businesses, and organizations across a diverse landscape of industries.

Our Mission

We empower clients to achieve success through:

• Tailored Solutions: We meticulously assess each client's unique needs and goals to create customized solutions.
• Collaborative Approach: Our team of experienced professionals works collaboratively to deliver comprehensive and impactful guidance.
• Client-Focused Communication: We prioritize open communication and transparency throughout the engagement to ensure clarity and accountability.

Areas of Expertise

We offer a comprehensive range of services across multiple disciplines, including:

Tax Solutions

• Comprehensive tax planning and compliance services for individuals, businesses, and estates.
• International tax expertise for multinational transactions and cross-border investments.
• State and local tax planning to minimize compliance burdens.

Financial Advisory Services

• Business valuation and advisory services for mergers & acquisitions, succession planning, and financial transactions.
• Employee benefit plan audits and consulting to maximize efficiency and compliance.
• Estate and trust planning to ensure financial security for families.

Business & Advisory Services

• Litigation support and dispute resolution services.
• Pandemic recovery and business continuity planning.
• Technology strategy and implementation consulting.
• Consulting on risk management and governance.

Industry Expertise

We have extensive experience working with clients across diverse industries, including:

• Closely Held Businesses
• Community Associations
• Emerging Entrepreneurs
• Healthcare Professionals & Practices
• International Commerce & Pharma
• NY Condominiums & Co-ops
• Not-for-Profit Organizations
• Professional Athletes & Practices
• Real Estate & Technology

Our Values

At WilkinGuttenplan, our core values guide our interactions:

• Integrity: We conduct ourselves with honesty and transparency.
• Collaboration: We value teamwork and open communication.
• Innovation: We embrace new ideas and technologies to enhance efficiency.
• Client Focus: We prioritize client needs and exceed expectations.
• Professionalism: We uphold the highest ethical standards.

Partnering for Success

WilkinGuttenplan is an independent member of the BDO Alliance USA, allowing us to leverage vast global resources while maintaining our personalized approach. We are committed to delivering exceptional client service and helping our clients achieve lasting success.