As an organization, JT Shulman & Company focuses on nurturing and supporting the entrepreneurial spirit of our clients. We provide quality services and insight that continue to support the growth of our client’s businesses.
Endowed with a team of highly skilled and motivated professionals, our firm is built with a company culture of P.R.I.D.E. (perceptive, responsive, insightful, decisive and entrepreneurial values). With a personalized, “client first” mentality, we offer time efficient solutions that deliver quantifiable results – separating our team from the competition.
Our success is achieved by aligning our customers with business advisors that best understand that client’s industry, thereby understanding how to empower their client within their respective industry. Customer-first strategy and accountable, responsible advisors offer the organizational acumen to support our client’s needs and help them to achieve their goals.
JT Shulman & Company advisors are CPA – “Continually Planning Ahead.” Integrated with the highest caliber of work solutions and professional ethics, we provide the foundation upon which we maintain the standards of our profession as Certified Public Accountants.
Jay T. Shulman, C.P.A., Founder
Jay Shulman Jay’s business acumen and technical knowledge combine to provide clients the guidance and planning invaluable in their endeavors to achieve success. His areas of expertise include business evolution strategies, mergers and acquisitions, financing and investment banking, and tax planning for the closely held corporation and its shareholders. Jay is frequently called upon by clients to evaluate and negotiate purchase and sale transactions and business dealings and formulate advantageous tax strategies. In keeping with his financial insight and creativity, Jay is the administrator of our financial services area, providing the plan design and strategies for our clients in the areas of personal finance, family conservation of wealth, and estate and retirement planning. He has received his accreditation in business valuation from the American Institute of Certified Public Accountants.
Jay has served as an advisor to the Board of Directors of The Princeton Review, Inc., (a NASDAQ listed company) a nationally franchised company currently doing business in 40 states and 7 countries, and the Trustees of the National Fire Sprinkler Association (a national trade association), as well as an advisor to the CEO’s of numerous companies and individuals of entrepreneurial spirit and significant wealth.
Jay’s career, after graduating Hofstra in 1973 with a B.B.A. in Accounting, began with Oppenheim Appel Dixon & Company, then the 12th largest accounting firm in the country (now merged into Grant Thornton). In 1977, he became a manager with a medium sized regional CPA firm with primary emphasis in audit, taxation and client service. Jay formed Shulman & Sugarman, CPA’s, P.C. in 1979, the predecessor to JT Shulman & Company, P.C., established in 1985. Jay is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, National Conference of CPA Practitioners, Long Island Association of Businessmen and has recently added an insurance license.
One Old Country Road,
Suite 240, Carle Place, NY 11514-1816