A TRUE PARTNERSHIP WITH CLIENTS
The road to success can be challenging with limited resources, worldwide competition, ever-changing technology and paradigms. Yet with competent, dedicated partners at your side, the road can be seamless and successful.
In partnering with our clients, we know that personalized attention and sharing of ideas will enhance the opportunity for business success and personal financial security. Combining the skills of traditional accounting services with entrepreneurial instinct and foresight to our clients, we have helped to make a difference across an array of industries. Our client profiles include closely held family - run businesses to recognized national and international middle market companies and their owners.
These close personal relationships have enhanced strategic tax planning opportunities at both the individual and corporate levels assuring the maximum results for wealth preservation, planned business succession, and family security. The understanding of both business and personal goals offers the means by which JT Shulman can integrate the optimum tax strategies.
OUR PHILOSOPHY TRANSLATES TO A UNIQUE APPROACH
JT Shulman is built on the business methodology of C.P.A. - Continually Planning Ahead, providing clients with critical support and guidance at each significant milestone.
Our unique approach to client service requires us to gain a comprehensive understanding of each client's goals and objectives. With this knowledge, we are able to develop a partnership, not simply a business relationship.
Our "Needs Based Assessment" for each client, enables our staff to address the most pressing matters in sequence with coordinated completion dates and timely release of information.