# Withum > Official Withum business agent. Withum is a top-25 advisory, tax and accounting firm providing assurance, advisory, digital workplace, forensic, risk and tax… ## Ask it a question Withum answers for itself at https://api.hailera.com/mcp/withum. A client that speaks MCP can connect to that address; the tool is ask_withum and the protocol is 2026-07-28. Where this file and the agent disagree, the agent is current. ## About Withum Firm overview Withum, Smith, and Brown, PC ("Withum") is a nationally ranked, top-25 advisory, tax and accounting firm. The firm focuses on helping business leaders move faster, make confident decisions and execute with clarity by combining practical insight, integrated expertise and trusted relationships. Withum has more than 50 years in business and operates as an independent, owner-operated firm. It serves middle-market businesses and individuals across the United States, with access to global resources through its membership in HLB, a worldwide advisory and accounting network. Size and reach - Years in business: 50+ - Team members: approximately 3,200 - Partners and principals: 450+ - Office locations: about 30 across the U.S. and internationally - Global network: independent member of HLB, providing access to advisors in more than 150 countries Withum serves clients locally and nationally and supports international needs through its network relationships and international offices (including a large team based in India). How Withum works with clients - Takes a collaborative, hands-on approach rather than a traditional, purely compliance-driven model. - Focuses on helping clients navigate a fast-moving, AI-accelerated and increasingly regulated business environment. - Starts by listening to understand each client's business, goals and aspirations, then tailors services accordingly. - Combines assurance, advisory, technology and tax expertise to turn complexity into clarity and insight into action. Culture, purpose and values Withum refers to its culture as "The Withum Way", a philosophy rooted in integrity, trust and transparency. It emphasizes a people-first mindset for team members, clients and communities. - Purpose: To be a catalyst for the growth and success of its people, clients and communities. - Mission: To foster a community of professionals who serve with unwavering integrity, adding value to every relationship through a dynamic approach to problem-solving. - Vision: To unlock the collective power of people, combining entrepreneurial energy and inclusive teamwork to deliver exponential results. Elements of the culture include: - An entrepreneurial mindset and technology-forward approach. - Emphasis on teamwork, inclusion and professional growth. - Community involvement initiatives such as a firm-wide "Week of Caring" where team members volunteer in their communities. Credentials and recognitions - Recognized as a top-25 advisory, tax and accounting firm in the U.S. middle market. - Holds an AICPA SOC for Service Organizations Seal, reflecting a strong commitment to data security, privacy and internal controls. - Recognized across the profession and broader business community for its culture and people-first approach. Careers at Withum Withum offers long-term career paths in advisory, tax, accounting and related services. The firm emphasizes: - Flexibility to build a career that supports different lifestyles and interests. - Opportunities for advancement aligned with individual ambitions. - A culture that values diverse perspectives and collaborative teamwork. Prospective candidates are directed through the website to explore current opportunities and apply for roles that match their experience and goals. Source: https://www.withum.com ## What Withum does Withum provides a broad range of advisory, tax and accounting services designed to help middle-market businesses and individuals manage risk, improve performance and meet regulatory requirements. Assurance and Accounting Withum's assurance and accounting services focus on the quality and reliability of financial information and internal controls. Key elements include: - In-depth analysis of financial statements. - Evaluation of internal controls and business processes. - Assurance engagements designed to help minimize risk and support growth. These services support both privately held and, in some cases, public entities in meeting financial reporting and compliance needs. Business Advisory Services Business advisory services are aimed at improving operations, strategy and transaction outcomes. Examples highlighted on the website include: - Strategic business consulting to maximize operational efficiency and growth. - Process optimization and risk management. - Transaction advisory support across the M&A lifecycle, including due diligence and related advisory services. Digital Workplace Solutions Withum's digital workplace solutions help organizations leverage cloud and AI-driven technologies. Focus areas include: - Enhancing collaboration and communication. - Streamlining and automating business processes. - Driving innovation by using modern cloud platforms and digital tools. Forensic and Valuation Services Forensic and valuation services use investigative and analytical techniques to clarify financial questions and disputes. Service areas described on the site include: - Forensic investigations and analysis for business and personal matters. - Business valuations and related advisory work. - Support in disputes, litigation and resolution-focused situations. Risk Advisory and Assurance Risk advisory and assurance services help organizations address technology, cybersecurity and regulatory risks. Examples include: - Developing and assessing cybersecurity and IT risk management programs. - Aligning technology and infrastructure with evolving regulatory and security requirements. - Providing assurance around controls and compliance. Tax Services Withum's tax services support both businesses and individuals with planning and compliance needs. Described focus areas include: - Identifying tax-saving opportunities aligned with client goals. - Federal, state, local and, where applicable, international tax planning and compliance. - Support for clients with both local and global tax considerations. Clients work with Withum to coordinate tax strategy with broader business and financial objectives. Withum has a dedicated Dealership Services team focused on automotive and other dealerships. The firm provides car sales accounting, revenue recognition guidance, internal audits and related advisory services, supported by automotive-specific experience. Dealership industry focus According to the website: - Withum has over 50 years of automotive accounting and consulting experience. - Its professionals currently serve approximately 400 automotive dealerships. - Clients span 47 U.S. states and counting. The team works with dealerships to identify goals and develop a roadmap to reach them, using a portfolio of accounting, advisory, technology and tax services designed for the dealership environment. Specialized dealership offerings Highlighted offerings include: - Dealership fraud and forensics - Dealership outsourced accounting - Dealership technology services - Dealership transaction advisory services - Dealership valuation - Warranty reimbursement submissions Dealership accounting services Examples of accounting-related services listed on the site include: - Account reconciliations - Dealership compliance - Internal controls assessments - State and federal tax issues and guidance - Sales tax compliance and nexus - Warranty processing controls - Parts inventory controls - Outsourced accounting and finance - Cost segregation Dealership advisory services Advisory-focused examples include: - Dealership valuation - Due diligence for sales, mergers and acquisitions - Litigation support and expert witness consultation - Succession and estate planning - Fixed operations overviews - Warranty parts and labor optimization - LIFO services - Parts inventory controls and process improvement Warranty reimbursement calculators Withum offers Warranty Parts and Labor Reimbursement Calculators to help dealerships estimate potential reimbursement amounts and identify missed gross profit opportunities. Dealerships can access these tools and connect with dealership service leaders through the Withum website. Withum's Energy and Oilfield Services team works with companies across the upstream, midstream and downstream energy markets. The focus is on helping businesses navigate regulatory change, manage risk, leverage technology and maintain financial discipline in a volatile industry. Industry challenges and trends noted on the site The website highlights several themes: - Scaling and M&A: Many energy and oilfield services companies are consolidating to achieve scale, improve cost structures and access capital. Transaction advisory expertise helps organizations realize value through deals. - Digital transformation and asset optimization: Companies are using digital and AI tools to monitor seismic data, optimize drilling and recovery and implement predictive maintenance. - Cybersecurity and operational risk: Industrial control systems and operational technology (such as ICS, SCADA and DCS) face cybersecurity threats that can disrupt production and create safety issues. - Regulatory compliance: Businesses must address environmental and governance expectations, including emissions reduction, carbon capture initiatives and decommissioning obligations. - Financial management and cost accounting: Tight margins, rig count changes and price volatility make cost accounting, forecasting and financial management critical. Services for energy and oilfield services companies Examples of services listed on the energy and oilfield services page include: Assurance, accounting and tax - Federal, state and local tax planning and compliance - International tax services - External financial statement audits for public and private companies - Employee benefit plan (ERISA) services - International Financial Reporting Standards (IFRS) planning and compliance - Agreed-upon procedures (AUP) - SOX 404 planning and compliance - Tax controversy management and resolution - Review and compilation services Advisory services - Mergers and acquisitions (M&A) advisory - Forecasting and budgeting support - Exit strategy planning - Information systems consulting - CFO advisory services - Financial planning and analysis consulting (including OASyS-related support as described on the site) - Evaluation and implementation of internal control processes and systems - Valuation services Energy and oilfield services clients can connect with dedicated practice leaders and advisors through the industry page on withum.com. Source: https://www.withum.com ## Where Withum works How to contact Withum Withum encourages prospects and clients to reach out through the contact options on its website. - Visit https://www.withum.com and use the "Contact Us" links or forms on the main site, service pages or industry pages to submit an inquiry. - Event and webinar pages also provide registration and contact options for specific topics. A member of the Withum team will follow up after an inquiry is submitted through the website. Note: This agent does not have access to internal systems and cannot submit contact forms or book meetings on your behalf. It can only share the contact paths published on withum.com. Office presence and scale Based on information on the website: - Withum has around 30 office locations. - The firm has more than 3,200 team members and over 450 partners and principals. - Withum maintains a significant U.S. presence and also has an international office presence, including a large team in India. - Through its membership in HLB, a global advisory and accounting network, Withum can connect clients with professionals in more than 150 countries. For specific office addresses, phone numbers or directions, please refer directly to the office and contact information provided on withum.com. Lists Aleppo as a location. Names India as a service area. Areas beyond these are not published. Source: https://www.withum.com ## Financial services industry clients Withum's Financial Services team works with asset managers and other financial services organizations that operate in a highly regulated environment. The focus is on helping clients drive growth and returns while meeting expectations for compliance, transparency and accountability. Types of financial services clients The website lists the following as key client types: - Broker-dealers - Hedge funds - Mortgage banking entities - Private equity funds - Regulated investment companies - Special purpose acquisition companies (SPACs) - Venture capital funds Services for financial services clients Withum provides audit, tax and advisory services to financial services organizations, including: - Audit and assurance tailored to regulatory expectations from bodies such as the PCAOB, SEC, FINRA, NFA and CFTC. - Tax services for funds and managers, including planning and compliance. - Advisory support beyond compliance, aimed at helping clients navigate complexity and seize opportunities. Key themes and challenges noted on the site The financial services content highlights several areas of focus: - Financial risk management: Addressing regulatory, compliance, operational and market risks and developing stronger risk mitigation strategies. - Cybersecurity and data protection: Ensuring internal cybersecurity protocols and secure communication methods meet investor and regulator expectations. - Digital currency and blockchain: Supporting clients investing in or operating within the digital asset ecosystem, including funds focused on crypto and blockchain-related strategies. Relationship-focused approach The website emphasizes that: - Withum aims to build long-term relationships with financial services clients. - The team combines technical expertise with a high-touch, client-centric approach. - Withum offers thought leadership, industry resources and events dedicated to financial services topics. Financial services firms can explore detailed resources and connect with practice leaders via the financial services section of withum.com. Source: https://www.withum.com ## Industries served Withum serves clients across a wide range of industries. The firm combines sector-specific knowledge with its assurance, tax, advisory and technology capabilities. Representative industries highlighted on the website The website lists the following industries as key areas of focus: - Construction - Dealership Services (automotive and related dealerships) - Energy and Oilfield Services - Financial Services (including asset managers and alternative investment managers) - Healthcare - Industrial and Consumer Products - Labor Unions - Life Sciences - Multiemployer Benefit Plans - Not-For-Profit and Education - Professional Services - Private Equity Services - Real Estate - Technology and Emerging Growth - Theatre and Entertainment Within these sectors, Withum provides combinations of assurance, accounting, tax, advisory, digital workplace, forensic and risk services tailored to each industry's needs. Focus on middle-market and specialized clients - Many of Withum's services are positioned for middle-market businesses and organizations that require both hands-on support and sophisticated technical expertise. - Industry teams often include professionals with deep sector experience and leadership dedicated to specific segments (for example, dealership services, energy and oilfield services, and financial services). Prospective clients can use the industry pages on withum.com to see examples of services, insights and events relevant to their sector. Source: https://www.withum.com ## What Withum has not published yet These are things people ask Withum that its published information does not yet cover. - prices and fees - service availability or capacity - engagement terms or guarantees - regulatory or tax positions not published by Withum - specific investment performance or financial outcomes - staff qualifications or certifications beyond what Withum pu Ask anyway — the agent will say plainly that it is not published rather than guess. ## Where this comes from https://www.withum.com