Our Services

We offer a full suite of CPA firm services, both in person and virtually.

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Tax

Preparation, planning, strategy

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Accounting

Budgets, projections, bookkeeping, CFO

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Advisory

Tax, accounting, finance, succession planning

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Fiduciary

Executor, trusteeship, tax, accounting, administration

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Wealth Preservation & Gifting

Tax strategies, planning

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Family Office

Bill payment, banking, budgeting, custom support

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Forensic

Expert witness, disputes, reporting

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Pension

Plan design, management and administration

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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.

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Business

From advising & accounting to outsourced CFO, we pride ourselves on being a trusted resource and partner for our business owner and entrepreneur clients.

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Fiduciary

Providing experienced, independent and impartial Executor and Trusteeship services and tax compliance, planning, advisory and fiduciary accountings for Estates and Trusts.

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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.

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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.

 
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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.

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Experienced Pros

Our team possesses unmatched experience, resources, technical and industry knowledge that enables us to meet the dynamic needs of our diverse clientele.

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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.

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Real Estate

Owners, investors, brokers, construction

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Art & Entertainment

Artists, galleries, dealers, collectors, actors

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Healthcare & Medical

Medical practices, practitioners

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Professional Service

Law firms, architects, design

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Financial Services

Hedge fund, broker dealers, M&A, advisory

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eCommerce & Retail

Shops, clothing, products

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Wholesale & Distribution

Importers, distribution, manufacturers

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Food & Hospitality

Restaurants, bars, suppliers

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Recruiter & Executive Search

Talent acquisition and HR support

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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.