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Heather Merklinger, CPA
Nick Gutzmer, CPA, CVA, MACC
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Closely Held Businesses
Employee Benefit Plans
Estate & Gift Planning
Mergers & Acquisitions
Other Consulting Services
Succession Planning
Transactional Advisory
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Data Analysis
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estates, trusts & gifts
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Architecture & Engineering
Biotechnologies/Life Sciences
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Manufacturing
Microbrewery
Non-Profit Organizations
Professional Services
Real Estate
Retailers
Start-Ups
Technology
Wholesale & Distrubution
Services
Services
Accounting & Assurance Services
Accounting & Bookkeeping
Agreed-Upon Procedures
Audits
Employee Benefit Plan Audits
Evaluations of Internal Controls
Reviews & Compilations
Advisory Services
CFO Services
Closely Held Businesses
Employee Benefits Plans
Estate & Gift Tax Planning
Mergers & Acquisitions
Other Consulting Services
Succession Planning
Transactional Advisory
Forensic & Valuation Services
Assistance with Financial Disclosures
Business Valuations
Market Value Assessment
Damage Analysis
Data Analysis
Digital Asset & Blockchain Services
Estate Litigation
Expert Testimony
Forensic Accounting Services
Fraud Detection & Financial Investigations
Litigation Support
Matrimonial Dissolution
Shareholder Disputes
Tax Planning Services
Cash Flow Planning
Compensation Planning
Entity Structure
Estates, Trusts & Gifts
International Tax
Nexus Studies
Other Tax Services
State & Local Taxes
Tax Controversy & Resolution
Tax Preparation
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in NJ, NY & FL | Smolin Lupin & Co.
