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Key mergers and acquisitions result in new employees, partners, and clients

May 10, 2023

Schulman Lobel LLP adds thirty new employees and dozens of new clients thanks to recently consummated mergers with Tanton Grubman CPAs, LLP and Steinberg Shebairo LLP, plus acquisition of DFP Partners’ tax compliance division…

New York, NY – Schulman Lobel LLP, a full-service accounting firm, announces recent mergers and acquisitions.

The firm acquired the tax compliance division of DFP Partners and merged with Tanton Grubman CPAs, LLP in addition to Steinberg Shebairo LLP, adding to its team of experienced and technically proficient accountants and staff while expanding its client base and service offerings.

The acquisition of DFP Partners’ tax compliance division adds more than 100 high-end tax clients to Schulman Lobel’s roster. The deal, which was consummated in January 2023, was facilitated by Robert Fligel of RF Resources, LLC.

According to Norm Schulman, Managing Partner of Schulman Lobel, “We are excited to add the expertise and experience of the DFP team to our firm. This acquisition allows us to strengthen and expand our tax advisory and compliance services and offer our clients an even deeper bench.”

In addition, Schulman Lobel merged with Tanton Grubman CPAs, LLP, an accounting firm specializing in high net worth clients, cross-border taxation, entertainment/lifestyle brands, start-up businesses/entrepreneurs, business structuring considerations, and financial services. The merger adds a solid music and fashion practice to Schulman Lobel’s already existing roster of entertainment clients.

“The teams joined together seamlessly, having sparked synergies early on. We had begun to collaborate and share ideas long before we officially merged, and we are now working together as one solid firm,” says Deborah Chichester, Partner at Tanton Grubman. Adds Robert Grubman, Managing Partner at Tanton Grubman, “This merger was a natural as we are similar in many ways but fill in the other’s needs.” Chichester, Grubman, and David Barrett join Schulman Lobel as new partners from Tanton Grubman.

Schulman Lobel also completed a merger with Steinberg Shebairo LLP, a firm with commercial clients in the service industry (including law, PR, and event production), high-end retail establishments, and non-profit charitable foundations. Like Schulman Lobel, Steinberg Shebairo also serves an arts and entertainment industry client base, including performing artists, producers, and creative artists, as well as recording, theatrical, and media production companies. As with the DFP Partners acquisition, this merger was facilitated by Robert Fligel of RF Resources, LLC.

“The Schulman Lobel mergers enhance and fortify our ability to provide the highest level of service to our clients, to attract and retain quality and experienced personnel, and to offer a broad range of services. As a combined organization, we deepen our strengths, allowing us to continue to serve our existing client base while also providing the resources necessary to evolve in this ever-changing world,” says Jeremy Steinberg, Managing Partner at Steinberg Shebairo LLP.

With these recent mergers and acquisitions, Schulman Lobel adds more than $7.0 million in billings and 30+ new employees, including five new partners.

“We are excited to welcome our new team members and clients to Schulman Lobel. These recent mergers and acquisitions have allowed us to expand our services and expertise, and we look forward to continuing to provide our combined roster of clients with the highest level of service,” says Managing Partner Norm Schulman.


About Schulman Lobel

Schulman Lobel is a full-service accounting, advising, and business management firm that combines the expertise of a large company with the individual, personalized attention of a small firm. Offering a comprehensive range of accounting, consulting, business management, and tax services to individuals and businesses in the U.S. and around the world, Schulman Lobel takes personal interest in our clients’ financial stability and success. The firm’s partners are members of the American Institute of Certified Public Accountants (AICPA) and various state societies. For more information about Schulman Lobel and its services, please read more on our the firm’s website.