Our Services
We offer a full suite of CPA firm services, both in person and virtually.
Tax
Preparation, planning, strategy
Accounting
Budgets, projections, bookkeeping, CFO
Advisory
Tax, accounting, finance, succession planning
Fiduciary
Executor, trusteeship, tax, accounting, administration
Wealth Preservation & Gifting
Tax strategies, planning
Family Office
Bill payment, banking, budgeting, custom support
Forensic
Expert witness, disputes, reporting
Pension
Plan design, management and administration
Personal & Family
We understand the unique challenges and needs that individuals and families face. We offer full services and personalized solutions including tax, planning, and advising.
Business
From advising & accounting to outsourced CFO, we pride ourselves on being a trusted resource and partner for our business owner and entrepreneur clients.
Fiduciary
Providing experienced, independent and impartial Executor and Trusteeship services and tax compliance, planning, advisory and fiduciary accountings for Estates and Trusts.
Forensic & Litigation
First-party and third-party insurance company claims including business interruption, workers’ compensation, loss of income, future loss of income and theft loss.
The Shalik Difference
We take pride in our vast industry experience, our technology-forward approach, and above all, our passion for tailoring our services to ensure the most personalized, efficient, and impactful client experiences possible.
Personalized Service
We employ a multi-dimensional approach to offer tailored solutions that are entirely unique and personal to each client. We prioritize trust and relationships with our clients.
Experienced Pros
Our team possesses unmatched experience, resources, technical and industry knowledge that enables us to meet the dynamic needs of our diverse clientele.
Robust Technology
We utilize industry leading platforms and processes to enhance the quality, timeliness, cost effectiveness and flexibility of our services and overall client experience.
Our Clients
Our industry expertise and long term clientele includes a diverse range of industry, expertise, and services.
Real Estate
Owners, investors, brokers, construction
Art & Entertainment
Artists, galleries, dealers, collectors, actors
Healthcare & Medical
Medical practices, practitioners
Professional Service
Law firms, architects, design
Financial Services
Hedge fund, broker dealers, M&A, advisory
eCommerce & Retail
Shops, clothing, products
Wholesale & Distribution
Importers, distribution, manufacturers
Food & Hospitality
Restaurants, bars, suppliers
Recruiter & Executive Search
Talent acquisition and HR support
Technology
Start up, developers
Free Consultation
We love meeting new people! We’re happy to talk you through our services and discuss what’s right for you.