Welcome

We are a tax compliance and concierge focused CPA firm serving families and individuals who seek customized solutions, unique strategies and personalized care. At our Long Island, NY-based practice, we serve high-net worth families and entrepreneurs with creativity, discretion and high ethical standards. We increase the freedom in our client’s lives by securing their wealth, privacy and reputation.

Our firm’s unique ability includes serving as the relationship coordinator between our clients and our expanded network of independent professional advisors allowing clients to meet their goals and challenges.

Please contact us at our East Rockaway office to schedule a consultation.
516.593.8080

About Perry Shulman, CPA

I am a CPA, MBA and Certified Financial Planner practitioner located in East Rockaway, NY
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