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CPAs

Withum

Withum is an accounting and advisory firm headquartered in Princeton, New Jersey that provides assurance and accounting, tax, business advisory, digital solutions, forensic and valuation, and risk advisory services to businesses and individuals. Real Estate is one of the industries it lists, alongside construction, private equity, professional services, technology and emerging growth, not-for-profit and education, and others.

The assurance practice audits private and public companies, governmental and not-for-profit organizations, and employee benefit plans, and handles public company SEC compliance and reporting, Sarbanes-Oxley compliance, and government-funded program compliance. An international group works under IFRS and International Standards on Auditing, audits US subsidiaries of foreign parents as component auditor, and converts financial statements between IFRS and US GAAP.

Advisory and tax work includes accounting advisory and financial reporting, outsourced accounting systems and services, business process automation, CRM and ERP consulting, cybersecurity and PCI compliance, transfer pricing, and private client tax services for high-income individuals. The firm says it has more than 35 years of public company experience, is a member of HLB, a global advisory and accounting network giving direct access to professionals in over 150 countries, and was among the first non-national accounting firms to voluntarily join the AICPA SEC Practice Section and Private Companies Practice Section, passing all peer reviews.

The pages published describe services firm-wide rather than a real estate practice in detail. Owners should ask directly about partnership tax, cost segregation, and Opportunity Zone work, and about which office would staff the engagement.

Best for

Companies, funds, and plan sponsors that need audits, employee benefit plan audits, SEC reporting, or outsourced accounting, including owners who want one firm covering assurance and tax across several entities.

What they do

  • Financial statement audits and attest engagements
  • Employee benefit plan audits
  • SEC compliance and reporting
  • Sarbanes-Oxley compliance
  • Tax services for businesses and high-income individuals
  • Outsourced accounting systems and services (OASyS)
  • Accounting advisory and financial reporting
  • Forensic accounting and valuation
  • Cybersecurity and PCI compliance consulting
  • CRM and ERP consulting
  • International financial reporting (IFRS and ISA)
  • Global transfer pricing

Details

AttributeValue
MembershipsHLB member, AICPA SEC Practice Section, AICPA Private Companies Practice Section

What stands out

  • Says it has more than 35 years of public company experience.
  • Member of HLB, a global advisory and accounting network with professionals in over 150 countries.
  • Says it was among the first non-national accounting firms to voluntarily join the AICPA SEC Practice Section and the Private Companies Practice Section, and has passed all peer reviews.
  • Audits 401(k), 403(b), ESOP, pension, profit sharing, and health and welfare plans across a wide range of participant counts.