Business Details
Your Trusted Partner for Accounting Solutions
Wilkin & Guttenplan is an innovative, full-service accounting and advisory firm dedicated to proactive service, deep expertise, and long-lasting client relationships. Our team delivers audit readiness, tax planning, and advisory solutions tailored to diverse industries, including closely held businesses, real estate, technology, and not-for-profits. With low staff turnover, we provide consistent, high-quality service, leveraging familiarity with client operations to identify opportunities for improved efficiency and profitability. Our professionals hold memberships in prestigious organizations like the American Institute of CPAs and the BDO Alliance USA, ensuring adherence to rigorous quality standards.Through peer-reviewed processes and specialized knowledge in areas like employee benefit plan audits and international tax compliance, we offer strategic guidance that aligns with evolving regulatory landscapes. Our commitment to continuous education ensures clients receive timely insights on tax law changes, while our cloud-based technologies enable real-time financial decision-making. By combining technical proficiency with personalized attention, we empower clients to navigate complex accounting challenges and achieve long-term success.
Services
Tax Services
Business Valuation
Employee Benefit Plan Audits
Client Accounting Advisory
Technology Services
Mergers & Acquisitions
Pandemic Recovery
Peer Review
Family Office Services
Estate & Trust
Highlights and features
- We offer proactive service with deep industry expertise across 10+ sectors.
- Our team maintains low turnover for consistent, personalized client relationships.
- We implement peer-reviewed quality standards through triennial AICPA reviews.
- Our cloud-based technologies enable real-time financial decision-making capabilities.
- We specialize in complex areas like employee benefit plan audits and international tax compliance.
Associations and certifications
- American Institute of Certified Public Accountants
- BDO Alliance USA
- AICPA Employee Benefit Plan Audit Quality Center
- Public Company Accounting Oversight Board (PCAOB)
What people say
Top-notch service
Trust in WilkinGuttenplan
Flexible and well-equipped
Increased services over time
Courteous and friendly staff
Services
Tax Services
Our tax professionals provide compliance and strategic planning for businesses and individuals. We specialize in international tax, state and local tax, and estate planning. Our team identifies savings opportunities through proactive analysis of changing regulations. Clients benefit from customized strategies that minimize liabilities while ensuring compliance with federal and state requirements.
Business Valuation
Certified analysts determine business worth for succession planning, mergers, and legal matters. We consider income generation, market conditions, and asset values to develop accurate valuations. Our approach combines technical expertise with industry-specific insights to support strategic decisions for ownership transfers and tax planning purposes.
Employee Benefit Plan Audits
We conduct ERISA-compliant audits for 401(k) and retirement plans. Our specialists ensure compliance with Department of Labor regulations and identify operational improvements. Services include audit readiness assessments, compliance testing, and reporting for plans with 100+ participants across diverse industries like healthcare and technology.
Client Accounting Advisory
Outsourced accounting and finance services include monthly reporting, controller support, and software implementation. We provide cloud-based solutions for startups and established companies needing scalable financial operations. Services range from day-to-day bookkeeping to strategic financial planning and analysis.
Technology Services
Our technology consultants implement accounting systems and optimize financial processes. We support cloud migration, cybersecurity compliance, and data analytics integration. Clients receive tailored technology strategies that enhance operational efficiency and support growth in sectors like SaaS and professional services.
People
Karen Artasanchez
Shareholder
Certified public accountant with expertise in tax compliance and planning for professional practices. Active in firm leadership and client advisory services.
Joe Chorba
Shareholder
Experienced auditor specializing in financial statement engagements and regulatory compliance. Provides technical guidance on complex accounting matters for diverse industries.
Lauren Landolfi
Tax Practice Leader
Tax services expert with focus on business and individual compliance. Develops strategic tax planning solutions for closely held businesses and high-net-worth individuals.
June M. Toth
Quality and Assurance Leader
Audit quality specialist ensuring compliance with professional standards. Oversees peer review processes and technical training programs for assurance services.
Chris Frederick
Principal
Accounting advisory services leader with expertise in outsourced finance solutions. Focuses on technology implementation and process optimization for growing businesses.
Questions
What accounting services does WilkinGuttenplan offer?
We provide audit readiness, business valuations, employee benefit plan audits, tax planning, and technology advisory services for closely held businesses and professionals.
How does WilkinGuttenplan ensure audit quality?
Our team undergoes triennial peer reviews by the AICPA and maintains membership in the Employee Benefit Plan Audit Quality Center for specialized training.
What industries do you specialize in?
We serve real estate, technology, professional practices, not-for-profits, and emerging entrepreneurs with tailored accounting solutions.
How do you handle tax compliance for international businesses?
Our international tax specialists provide compliance and planning services for cross-border transactions and global operations.
What technology solutions do you offer?
We deliver cloud-based accounting platforms, virtual CFO services, and software implementation support for real-time financial management.
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