Business Details
47 Years
experience
Your Trusted Partner for Accounting Solutions
At J T Shulman, we are dedicated to fostering the entrepreneurial spirit within our clients through quality services and valuable insights. Our team supports business growth with a client-first approach, offering efficient solutions that yield measurable outcomes. With a focus on accuracy and compliance, we provide audit and assurance services tailored to diverse industries. Our expertise extends to professional tax services, including strategic planning and compliance for federal, state, and international taxation. As trusted advisors, we deliver strategic insights to help businesses grow and navigate complex financial landscapes.Our small business guidance services offer expert support to help entrepreneurs achieve success. We are committed to community engagement through charitable initiatives, having donated over $100,000 to local causes. Our team of certified professionals brings decades of experience in accounting, tax compliance, and business advisory services. We prioritize transparency, trust, and proactive planning to ensure long-term client success. With offices in Nassau and Suffolk Counties, we serve a wide range of industries including construction, healthcare, and technology.
Services
Audit & Assurance
Tax Services
Advisory & Consulting
Small Business Guidance
Diverse Industry Experience
Details
- Year established: 1979
Highlights and features
- We offer over 40 years of experience in accounting and tax services.
- Our team includes certified professionals with industry-specific expertise.
- We provide proactive tax planning and compliance strategies.
- Our client-first approach ensures personalized, responsive service.
- We actively support community initiatives through charitable partnerships.
Associations and certifications
- CPA
What people say
Expert tax planning
Responsive service
Industry-specific knowledge
Community involvement
Small business support
Services
Audit & Assurance
Our audit and assurance services ensure accurate financial reporting through thorough analysis of statements and records. We provide audited, reviewed, and compiled financial statements while identifying areas for operational improvement. Our team works efficiently to deliver expert opinions on financial performance for businesses across industries like manufacturing, real estate, and non-profits.
Tax Services
We offer comprehensive tax planning and compliance solutions for federal, state, and international taxation. Our services include strategic tax planning, state and local tax compliance, and US international tax reporting. We help high-net-worth individuals and businesses maximize savings while meeting all regulatory requirements through proactive planning.
Advisory & Consulting
Our advisory services provide strategic guidance for business growth and operational efficiency. We offer outsourced CFO solutions, merger and acquisition support, and succession planning. With expertise in diverse industries, we develop tailored strategies to optimize financial outcomes and implement effective internal controls for long-term success.
Small Business Guidance
We specialize in supporting small businesses with accounting software implementation, payroll tax filings, and strategic planning. Our team provides personalized guidance to help entrepreneurs navigate financial complexities and achieve growth. Services include bookkeeping, sales tax filings, and operational efficiency improvements tailored to small business needs.
Diverse Industry Experience
With experience across cannabis, construction, healthcare, and technology sectors, we deliver industry-specific solutions. Our team understands unique regulatory requirements and market challenges across 15+ industries. This expertise allows us to provide targeted advice that addresses sector-specific financial and compliance needs while driving business performance improvements.
People
Jay Shulman
Founder
Jay Shulman founded J T Shulman in 1979 after starting his career at Oppenheim Appel Dixon & Company. He specializes in business evolution strategies, mergers and acquisitions, and tax planning for closely held corporations. With expertise in financial insight and creativity, he administers financial services including estate and retirement planning.
Dan Sackowitz
Founder
Dan Sackowitz joined J T Shulman in 1987, bringing expertise in accounting and taxation. He focuses on maintaining quality control systems and technical reviews for GAAP reporting. With experience since 1977, he advises nationally recognized businesses and conducts seminars on auditing standards.
John Helkowski
Managing Partner
John Helkowski leads the large business team with expertise in audit, taxation, and business advisory. He helps clients develop strategic plans to achieve goals, serving construction trades and multi-store retail chains. He has been with J T Shulman since 2001 and achieved partner status in 2009.
Patricia Giunta
Partner
Patricia Giunta leads the tax department with over 20 years of experience in tax compliance for high-net-worth individuals and corporations. She specializes in federal and state taxation, estate planning, and international tax compliance. She joined J T Shulman in 2011 and achieved partner status in 2015.
Steven Molina
Supervisor
Steven Molina specializes in small business consulting and tax compliance. He helps clients navigate financial complexities while mentoring junior staff. With expertise in strategic tax planning, he plays a key role in the firm's internship program and staff development initiatives.
Questions
What accounting services do you offer?
We provide audit, review, and compilation services along with financial statement preparation for businesses across multiple industries.
How do you support small businesses?
We offer bookkeeping, payroll tax filings, accounting software implementation, and strategic guidance tailored to small business needs.
What tax services are available?
Our tax services include strategic planning, compliance for federal/state/international taxes, and representation during audits or controversies.
Do you work with specific industries?
We serve 15+ industries including construction, healthcare, technology, cannabis, and professional services with specialized expertise.
How do you ensure client success?
We combine proactive planning, personalized strategies, and ongoing advisory to help businesses achieve long-term financial goals.
Reviews (1)
Michelle Donovan
Jan 29, 2022
Report
I have been doing my taxes with JT Shulman for years and they have always done a great job. Their customer service is excellent if you have questions and I always receive my refund in a timely manner.
