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Our Services

Our Industries

Our clients range from individuals to all levels of businesses

Our Team

Meet our partners, principals, and advisors

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Solutions you can count on

Schulman Lobel’s staff take a personal interest in every client’s financial stability and prosperity.

Your account will be handled by one of our experienced partners or principals, each of whom has deep industry expertise and experience to exceed client needs across the board.

Schulman Lobel offers a comprehensive scope of accounting and assurance, tax, business management, consulting, and litigation services for high net worth individuals and their families as well as small and middle-market companies.

Our scope of services include:

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ACCOUNTING

Schulman Lobel provides a full range of accounting services that are needed to ensure that your business is operating efficiently and financially healthy. 

 

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ASSURANCE

We develop personalized engagements to support company transparency, improve financial reporting, and reduce risk all while meeting compliance and necessary regulatory requirements. 

 

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BUSINESS CONSULTING

The life cycle of every business has special challenges, which have been intensified by the current economic climate. At Schulman Lobel, our partners have deep indsutry expertise and experience to get your business positioned for financial success.

 

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BUSINESS MANAGEMENT & FAMILY OFFICE

We build trusted and collaborative client relationships to provide comprehensive financial and business services for creative artists, entertainers, high-net-worth individuals, their families and their closely held businesses.  Far beyond bill paying, our managers focus on custom value solutions to lead you on your path to financial success.

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Schulman Lobel provides the full-range of accounting tools needed to ensure that your business is operating at the highest level possible. Our partners and staff will provide you with state-of-the-art services tailored to your company’s unique needs and requirements. Our goal is to provide you with strategic counsel and services that will help you maintain and grow your business in every economic climate.

Accounting Services include:
• General ledger set-up, advice and review
• Implementation of new accounting software
• Month end closing
• On-site support
• Profitability analysis
• Year-round Oversight

Professional Services include:
• Bookkeeping
• Business management
• Entity selection
• Insurance review and purchase — disability, medical, life, liability
• International tax issues
• Investment agreements
• Licensing agreements
• Multistate tax returns
• Retirement and estate planning
• Savings for current/future needs

 

FINANCIAL PLANNING

We understand where your money comes from – we understand your cash flow and how your businesses are doing. We are planners by nature and good listeners. As your accountants, we take you and your family’s financial health seriously.

 

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FORENSIC & LITIGATION SUPPORT

We’re the professionals to call when you need counsel on the financial aspects of litigation. Our trusted professional judgment will reduce your stress and increase confidence as you litigate. Let us sift through the documents, analyze the issues, assist with discovery and provide you with the information needed to ensure a successful conclusion.

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International Tax

To stay competitive in today’s economic climate, businesses are taking an international path to look for growth and investment opportunities. Schulman Lobel’s international team provide the professional expertise needed to navigate complex multi-national tax regulations and implications.  Our global reach is extended to through our affiliation with IAPA International.

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TAX

No one looks forward to dealing with taxes. The regulations are complex and constantly changing, and tax issues can make or break a business. Schulman Lobel eases tax concerns by not only advising clients on appropriate tax strategies and approaches but also looks at your situation from both business and personal points-of-view.

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