WilkinGuttenplan’s expertise and breadth of services offer entrepreneurs and the owners of closely-held businesses the opportunity to achieve a wide variety of benefits, including:
Entrepreneurs have a myriad of business and financial needs. Our expertise and insight integrate the whole picture to address virtually all of a business owner’s needs. But it’s not just what we offer, it’s the approach we use to deliver outstanding value that has built lasting relationships.
We are able to do this successfully because we uniquely balance dual roles as entrepreneurs and professional advisors. This gives us a unique perspective; empathy for the challenges business owners face, as well as an appreciation for, and recognition of, opportunities to be explored and developed. We understand that many closely-held businesses don’t have a full or even part-time, Chief Financial Officer, which means our clients rely heavily on us to help them realize their business ambitions, while achieving their goals for personal financial security.
Our consulting practice offers a full range of value-added services:
We offer so much more than simply tax return preparation! Our experts consider the people, personalities, and circumstances involved in each situation before recommending a solution. We use this creativity in addressing virtually all of our client’s tax and planning needs, including:
We’ve been WilkinGuttenplan clients for many years. Their team always goes above and beyond in providing us with solid professional consulting and advice in our personal and business needs. We are fortunate to work with a team that has provided us with trusted advice to help us run a successful family business. It’s a great partnership that we treasure.
We’ve worked with an account part of WG since 1984. They are thorough, professional and give fantastic advice in both good and rough times. In thirty-four years you experience plenty of both. The staff are a pleasure to be around and fun to work with (not your stereotypical accountants). If you have a small to mid-size business WG has decades of expertise, if you want to grow massive WG has the expertise to guide you and to carry the ball when you arrive.
We’ve been using WG for 6 years now. They have been an excellent business partner in helping us plan and optimize our financial and tax position in a period of growth. The team has excellent knowledge and are adept at applying that knowledge to our business. They are also a pleasure the deal with.
Independent Member of the BDO Alliance USA
Independent Member of the BDO Alliance USA
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