Professional Services

For decades JT Shulman & Company has been providing the highest level of accounting, tax and consulting services to respected professional firms throughout our region. No matter the type of professional service firm you operate, our dedicated team of accounting, tax and business advisors are ready to offer expert solutions that will maximize profitability, minimize tax liability and create operational efficiencies for your practice.

We offer the following services for your professional service firm:

  • Accounting and related bookkeeping services
  • Audits, reviews and compilations
  • Attorney client disbursements and escrow account reviews
  • Banking relationships
  • Bill paying and cash management
  • Budgeting
  • Estate and financial planning
  • Partnership and shareholder agreement reviews
  • Strategic planning
  • Succession planning
  • Tax planning and compliance