Family and Closely Held Business

Our family and closely held business clientele have been the foundation of JT Shulman & Company for over 30 years. We have built lifelong relationships which allow us to understand the concerns and needs of each family member or shareholder/partner. Our team of highly skilled professionals are ready to provide you with sound and creative tax, accounting and advisory services that will help your business thrive and grow.

We offer a comprehensive suite of services to family and closely held businesses including:

  • Accounting and bookkeeping services
  • Budgets, forecasts and projections
  • Compensation strategies
  • Comprehensive tax planning and compliance
  • Estate planning
  • Financial reporting
  • HR compliance and reporting
  • Mergers, acquisitions and related due diligence
  • Sales, payroll and rent tax compliance
  • Succession planning and ownership transitions