Jay T. Shulman, CPA

Founder

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 CEOs 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 in 1979 what ultimately became J.T. Shulman & Company CPAs, P.C., the predecessor to JTS Associates CPAs, P.C. 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 an insurance license.