Smolin Lupin & Co

What Smolin Lupin & Co does

Smolin Lupin & Co. is a privately held, full-service regional CPA firm founded in 1947 and headquartered in Fairfield, New Jersey, with a secondary office in Florida and approximately 101-250 employees. The firm operates as an independent partnership led by CEO Paul Fried (CPA) and COO Sal Bursese (CPA), with senior practitioners holding 'Member of the Firm' titles consistent with a partner-equity governance model.

The firm's offering is organized across four integrated practice areas: Tax Planning & Preparation, Accounting & Assurance (bookkeeping, audits, reviews, compilations, employee benefit plan audits, internal control evaluations), Advisory (CFO services, Client Advisory and Accounting Services, succession planning, M&A advisory, estate and gift planning), and Forensic & Valuation Services (litigation support, fraud detection, business valuations, expert testimony, and a newer Digital Asset & Blockchain Services line). Services are delivered on a quote-based, engagement-by-engagement professional services model through direct advisory relationships, with a secure client portal for document exchange and Aiwyn-powered online bill payment. The firm maintains 17 dedicated industry verticals — including Architecture & Engineering, Biotechnology/Life Sciences, Construction, Healthcare, High Net Worth Individuals, Hospitality, Logistics & Transportation, Manufacturing, Microbrewery, Non-Profit, Real Estate, Retail, Technology, and Wholesale & Distribution — each led by named CPA partners. In 2025 it was recognized by IPA as a Top 200 Firm and by NJBIZ as a Best Place to Work in New Jersey.

The firm generates revenue through professional services fees across the four practices, supplemented by referral-based forensic work delivered in partnership with law firms. Go-to-market is relationship-led and geographically concentrated in the Northeast US and Florida, with national reach for specialized forensic and valuation engagements. Technology infrastructure is standard for the sector: secure client portal, Aiwyn payment platform, and analytics tooling supporting forensic investigations. There is no proprietary software product; the firm competes on partner-led expertise, multi-decade client relationships, and vertical specialization rather than on technology differentiation.

Name

Smolin Lupin & Co

Legal name

Smolin Lupin & Co.

Website

https://smolin.com

Company type

Private

Founded year

1947

Operating status

Operating

Headcount range

101–250 employees

Short description

Smolin Lupin & Co. is a privately held, full-service regional CPA firm founded in 1947, headquartered in New Jersey with a Florida office, serving 17 industry verticals across tax, accounting, advisory, and forensic & valuation services.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Accounting and assurance services
• Tax planning and preparation
• Forensic accounting services
• Business valuation services
• CFO advisory services

Headquarters

HQ city

Fairfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting & Assurance: Recurring and project-based accounting, bookkeeping, audit, review, and compilation services delivered to businesses and individuals.
2. Tax Planning & Preparation: Tax planning, compliance, controversy resolution, and preparation services for individuals and businesses.
3. Advisory Services: CFO services, business valuation, succession planning, M&A advisory, and consulting services.
4. Forensic & Valuation Services: Litigation support, fraud investigation, expert testimony, business valuation, and matrimonial forensics services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Smolin Lupin & Co is a regional full-service CPA firm providing accounting and assurance, tax planning and preparation, advisory (including CFO services and M&A), and forensic and valuation services. The firm serves businesses and individuals across 17 industry verticals, with specialized industry expertise in construction, healthcare, real estate, biotechnology, manufacturing, and high net worth individuals. Services are delivered through direct advisory engagements from offices in New Jersey and Florida.

Product overview

Smolin Lupin & Co is a regional CPA firm providing integrated accounting, advisory, forensic & valuation, and tax planning services. The firm operates as a unified service model rather than a software platform, offering specialized industry-specific solutions across 17 sectors. Core offerings include Accounting & Assurance Services, Advisory Services (encompassing CAAS and CFO Services modules), Forensic & Valuation Services (including Digital Asset & Blockchain Services), and Tax Planning Services. The firm has served clients since 1947 from offices in New Jersey and Florida.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Assurance Services Comprehensive accounting and bookkeeping services including financial statement preparation, audit, reviews, compilations, agreed-upon procedures, and internal control evaluations for businesses and individuals.
• Tax Planning Services Tax planning and compliance services including cash flow planning, compensation planning, entity structure, estates and trusts, international tax, nexus studies, state and local taxes, tax controversy and resolution, and tax preparation for individuals and businesses.
• Advisory Services Financial advisory services including CFO services, Client Advisory and Accounting Services (CAAS), closely held business support, employee benefits plan consulting, estate and gift planning, mergers and acquisitions advisory, succession planning, and transactional advisory for closely held businesses.
• Forensic & Valuation Services Forensic accounting and business valuation services including litigation support, fraud detection and financial investigations, matrimonial forensics, economic damages analysis, shareholder disputes, estate and trust forensics, digital asset and blockchain services, business valuations, and expert testimony.

Quantifiable outcome

• Nearly 78 years of continuous operation and client service

Segments17 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability2 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Withum: Withum is a Top 50 U.S. accounting and advisory firm with comparable service lines (audit, tax, advisory) and similar multi-state regional presence. It is a closely analogous Top-200-class firm with deeper scale, providing a useful benchmark for Smolin's growth trajectory.
• Sax LLP: Sax LLP is a Top 100 U.S. accounting firm headquartered in the Northeast offering accounting, tax, advisory, and wealth management services to closely held businesses and HNW individuals—a near-direct overlap with Smolin's positioning.
• Anchin, Block & Anchin: Anchin is a New York-based full-service CPA and advisory firm of similar size and service mix (accounting, tax, advisory, forensic), serving closely held businesses and HNW clients in the Northeast—directly comparable to Smolin's NJ footprint.
• Citrin Cooperman: Citrin Cooperman is a Top 50 U.S. accounting and advisory firm with industry-vertical specialization across similar sectors (real estate, construction, healthcare, manufacturing) and a strong Northeast presence, mirroring Smolin's vertical-led model.
• Marks Paneth: Marks Paneth is a Northeast-based Top 100 CPA and advisory firm serving closely held businesses, HNW individuals, and professional services firms—directly overlapping Smolin's core client base and service lines.
• PKF O'Connor Davies: PKF O'Connor Davies is a Top 50 U.S. accounting and advisory firm with strong Northeast presence and similar industry-vertical coverage (construction, healthcare, HNW, non-profit)—a closely comparable regional peer.
• Wiss & Company: Wiss & Company is a New Jersey-based mid-sized CPA firm providing accounting, tax, and advisory services to businesses and HNW individuals—a direct local competitor and size comparable to Smolin's NJ headquarters market.
• Friedman LLP: Friedman LLP is a Top 50 U.S. accounting and advisory firm headquartered in the Northeast with services across accounting, tax, advisory, and forensic—closely matching Smolin's structure and target client segments.
• Sobel & Co. Sobel & Co. is a New Jersey-based regional CPA firm offering accounting, tax, and advisory services to closely held businesses and HNW clients—a local New Jersey peer of comparable size and service mix.

Broad incumbents

• CohnReznick: CohnReznick is a Top 20 U.S. accounting firm with a broad service portfolio including accounting, tax, advisory, and forensic services, plus deep industry-vertical practices (real estate, healthcare, construction)—an established incumbent that competes with Smolin for mid-market clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Instagraminstagram.com/smolinlupin
• Xx.com/smolinlupin
• Facebookfacebook.com/smolinlupin

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Smolin Lupin & Co