Wilkin & Guttenplan merge in Gail Rosen’s CPA firm

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Wilkin & Guttenplan, P.C. is adding Gail Rosen, CPA PC, an accounting firm in Somerset County, N.J., effective June 1, 2017.

Financial terms were not disclosed. Rosen will continue to operate her firm at its current location in Martinsville, N.J., but under the W&G name. She and her staff will join the firm as a shareholder in charge of the Somerset County office. Rosen brings over 30 years of experience to W&G. She specializes in tax services and in helping new business startups and expanding existing businesses.

“We found in Gail someone who shares our view of culture,” said managing shareholder Edward I. Guttenplan in a YouTube video announcing the deal. “It’s how we treat our staff, how we service our clients, how we interact with our community, and how we give back to our community. On all of those fronts, Gail and Wilkin & Guttenplan are very much aligned.”

W&G has been named as a Best Firm to Work For by Accounting Today for several years.

“Gail is someone I’ve known for at least a decade and I’ve always seen Gail as being a really high-energy, fun person,” said Wilkin & Guttenplan shareholder William J. McDevitt. “I’ve always looked at her and said she would be a great addition to our executive team.”

Rosen said she tries to enjoy life. “A number of people said, ‘You have a very similar culture to Wilkin & Guttenplan. When I go to their office or I go to your office, you both treat employees so well. One day, when you do look at merging, you really should look at Wilkin & Guttenplan.’ It’s like when someone tells you who you should marry.”

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