What Wilkin & Guttenplan, P.C. does

Wilkin & Guttenplan, P.C. (d/b/a WilkinGuttenplan or WG CPAs) is a privately-held, full-service accounting and advisory firm headquartered in East Brunswick, New Jersey, with a secondary office in New York City. Founded in 1983 by Ed Wilkin, CPA and Ed Guttenplan, CPA, the firm has grown from two founders to over 130 professionals organized across 12 industry-specialized practice groups serving middle-market companies, closely held businesses, community associations (condominiums, co-ops, townhomes, timeshares), professional athletes, financial services firms, healthcare practices, life sciences companies, manufacturers, real estate entities, not-for-profits, and high-net-worth individuals. The firm reports having served over 1,000 community associations and prepared over 1,000 tax returns for professional athletes since inception.

The firm's service portfolio spans three primary revenue streams: audit and assurance (annual audits, reviews, compilations, employee benefit plan audits, peer review); tax services (federal, state, international, and individual tax planning and compliance); and advisory/consulting services (business valuation, litigation support, M&A advisory, outsourced CFO/controller functions, family office services, trusts and estates, and technology consulting). Technology operations rely on industry-standard accounting software, with the firm positioning itself as certified trainers and installers of leading accounting applications. Marketing and lead generation are executed through thought leadership channels including a proprietary podcast (Future-Focused Advisory), webinar series, blog content, social media, and active participation in industry organizations such as the Community Associations Institute (CAI).

The firm operates under a professional corporation structure with Dan Fiorentino as Managing Shareholder, Deb Norwicke as COO, and Ed Guttenplan as Managing Shareholder Emeritus. Since 2012, the firm has been an independent member of the BDO Alliance USA, providing access to BDO's global network across 160+ countries. Growth has been driven primarily through tuck-in mergers (McDevitt & Company in 1997, Kleiman & Weinshank in 2018) and organic vertical specialization, with 2026 partner promotions signaling continued internal succession planning.

Name

Wilkin & Guttenplan, P.C.

Legal name

Wilkin & Guttenplan, P.C.

Website

https://wgcpas.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

101–250 employees

Short description

Wilkin & Guttenplan is a full-service accounting and advisory CPA firm founded in 1983, serving middle-market businesses, community associations, professional athletes, and high-net-worth individuals across 12 industry verticals from offices in New Jersey and New York.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Services (8741)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Accounting services
• Tax planning
• Audit assurance
• Business valuation
• Advisory consulting

Headquarters

HQ city

East Brunswick

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Audit and Assurance Services: Annual audits, reviews, and compilations for various entity types including community associations, real estate entities, manufacturing companies, and not-for-profit organizations.
2. Tax Services: Federal, state, and international tax planning and compliance services for businesses and individuals.
3. Advisory and Consulting Services: Business valuation, litigation support, mergers and acquisitions advisory, outsourced CFO/controller services, technology services, and trusts and estates planning.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Wilkin & Guttenplan, P.C. is a full-service accounting and advisory CPA firm providing audit and assurance, federal/state/local tax planning and compliance, business valuation, mergers and acquisitions advisory, outsourced CFO/controller, family office, trusts and estates, litigation support, employee benefit plan audits, peer review, international tax, and technology services. Services are organized across 12 industry practice groups serving middle-market companies, closely held businesses, community associations, professional practices, high-net-worth individuals, and other specialized segments.

Product overview

Wilkin & Guttenplan, P.C. is a full-service accounting and advisory firm offering a comprehensive suite of professional services organized by industry specialization and service line. The firm provides core accounting services (Audit & Assurance), tax planning and compliance, business valuation, and advisory services including outsourced CFO/controller functions, mergers & acquisitions support, and litigation/forensic services. Industry-specific practices serve Closely Held Businesses, Community Associations, Financial Services, Healthcare, International Commerce, Life Sciences & Pharma, Manufacturing, NY Condominiums/Co-ops, Not-for-Profit, Professional Athletes, Professional Practices, Real Estate, and Technology Companies. The firm also offers a Future-Focused Advisory Podcast as an educational content resource. Services are delivered through professional staff organized by practice groups, with operations spanning East Brunswick, NJ and New York, NY offices.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Assurance Audit, review, and compilation services providing financial statement assurance and compliance reporting for various entity types.
• Business Valuation Professional valuation services for businesses, intangible assets, and ownership interests for transactions, litigation, and planning purposes.
• Employee Benefit Plan Audits Audit and compliance services for 401(k), profit sharing, and other employee benefit plans meeting DOL and IRS requirements.
• Family Office Services Comprehensive financial management services including bill payment, cash flow management, budgeting, and concierge accounting for high-net-worth individuals and families.
• International Tax Cross-border tax compliance and planning services including GILTI, FDII, transfer pricing, foreign entity structuring, and treaty analysis.
• Litigation Support Forensic accounting and expert witness services for legal disputes, including damages calculations and litigation consulting.
• Mergers & Acquisitions Transaction advisory services including due diligence, quality of earnings, deal structuring, and post-merger integration support.
• Outsourced CFO, Controller, & Accounting Services Fractional CFO and controller services providing financial leadership, reporting, and day-to-day accounting functions for businesses without full-time finance staff.
• Peer Review Independent review of accounting and auditing work performed by other CPA firms to ensure quality and compliance with professional standards.
• Tax Services Federal, state, and local tax planning, compliance, and consulting services for individuals, corporations, partnerships, and trusts.
• Technology Services Technology consulting including accounting software selection, implementation, IT support, and technology strategy for businesses.
• Trusts & Estates Estate planning, trust administration, and wealth transfer strategies including gift tax planning and trust compliance.

Quantifiable outcome

• Served over 1,000 community associations since 1983
• +3 more outcomes

Named customers2 records

Segments12 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• BDO Alliance USAcoreStrategic or Co-development Partner · 1 January 2012Independent member of BDO Alliance USA since 2012. This membership provides access to technical resources and international reach through the BDO global network spanning 160 countries and territories with over 97,000 professionals in 1,700 offices worldwide. Enables WG to provide worldwide approach to tax minimization and profit maximization for clients with international operations.

Scale indicators8 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Anchin, Block & Anchin LLP: Mid-sized New York accounting firm with comparable service mix (tax, audit, advisory) and concentration in closely held businesses, real estate, and professional services. Competes directly for the same NJ/NY mid-market and high-net-worth client profile.
• Citrin Cooperman: New York-headquartered mid-market accounting and advisory firm with similar revenue band, vertical specialization model, and closely held business / professional services client base. Direct competitor for community-association, real estate, and entrepreneur-focused engagements in the NY/NJ corridor.
• Sax LLP: NJ/NY-based mid-market CPA and advisory firm with overlapping industry verticals (closely held, real estate, not-for-profit) and similar headcount band. Competes for the same Northeast mid-market audit, tax, and outsourced CFO engagements.
• Marks Paneth LLP: NYC-based accounting and advisory firm of comparable scale, with strong real estate, not-for-profit, and closely held business practices — overlapping WG's NY condo/co-op and community association verticals. Direct competitor for premium NJ/NY middle-market advisory work.
• WithumSmith+Brown, PC: Mid-Atlantic regional CPA and advisory firm of comparable size (~150+ partners, 1,000+ staff) headquartered in Princeton, NJ. Closest structural peer — same mid-market client focus, similar industry-specialized practice groups, and competing head-to-head for NJ/NY closely held business and nonprofit engagements.
• Friedman LLP: NJ/NY-headquartered accounting and business advisory firm of similar size and professional services scope, with strong closely held business and real estate practices. Direct competitor in the regional mid-market accounting space.
• PKF O'Connor Davies: Northeast regional CPA and advisory firm (NY/NJ/CT) of comparable size, with strong closely held business, not-for-profit, and professional services practices. Direct peer competing for the same mid-market audit, tax, and advisory engagements.

Broad incumbents

• CohnReznick LLP: Larger Top-20 US accounting firm with deep mid-Atlantic presence and overlapping verticals (real estate, not-for-profit, financial services, life sciences). Competitor for mid-market engagements that have outgrown WG's bench but fit CohnReznick's scale.
• EisnerAmper LLP: Major NJ/NY-headquartered accounting firm (Top-20 US) with broader service portfolio across tax, audit, advisory, and wealth management. Competes for the same high-net-worth and closely held business clients WG serves, but at a meaningfully larger scale.
• BDO USA: Top-5 US accounting firm and the network anchor of BDO Alliance USA (of which WG is an independent member). Both ally and competitor — BDO USA can absorb international mandates WG refers in, while also competing directly for enterprise and mid-market clients in NJ/NY.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/user/WilkinGuttenplan
• Facebookfacebook.com/wgcpas
• LinkedInlinkedin.com/company/237783
• Instagraminstagram.com/wgcpas
• Xx.com/wgcpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wilkin & Guttenplan, P.C.