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Withum CPAs

Top 25 national accounting and advisory firm with dedicated Financial Services practice serving hedge funds, private equity, and alternative investment managers. Strong expertise in fund/manager tax, K-1 management, and estate/gift modeling for trading principals.

Products & Services

Tax Services

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Comprehensive tax planning and compliance for businesses and individuals including international, state/local, R&D credits, and cost segregation.

  • Business Tax
  • Private Client Services
  • International Tax
  • State & Local Tax
  • R&D Tax Credits
  • Cost Segregation
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Audit & Assurance

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In-depth analysis of financial statements, internal controls, and business strategies for risk minimization and growth.

  • Financial Audits
  • SOX Compliance
  • SEC Reporting
  • Employee Benefit Plan Audits
  • Peer Review
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Advisory & Consulting

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Business consulting, transaction advisory, digital transformation, and cybersecurity services.

  • M&A Advisory
  • Digital Transformation
  • AI Implementation
  • Cybersecurity
  • Forensics & Valuation
  • Outsourced Accounting
Learn more
Bundle available - Custom engagement pricing off

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All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
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