About Us
Shalik CPA, PC is a New York City based certified public accounting firm specializing in providing highly personalized and tailored professional services to individuals, families, entrepreneurs, closely held businesses, enterprises and estates and trusts across the United States.
Our professional services include tax planning and preparation, individual, family and business advisory including succession planning and transaction services, accounting including bookkeeping, outsourced CFO, family office, bill pay, due diligence, and estate, trust and gift planning.
Client expertise includes high-net-worth and high-income individuals and families and clientele in industries including financial services, investment banking, hedge fund, technology, real estate, healthcare, consulting including outside board members and public policy, professional services including lawyers and law firms, art, entertainment and sports, wholesale, retail and e-commerce, and more.
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Our team of CPAs and professionals possess the experience, technical and industry knowledge, and training that set us apart and enable us to meet the dynamic needs of our diverse clientele.
Passion about our profession and our clients defines our approach to professional service. We are hands-on and regard the quality of our service and the trust and relationships that we build with our clients as important as the quality of our work product. We listen to our clients and cater our services to their specific needs. We offer strategic advisory, planning and tax savings strategies designed to balance tax minimization with your near-term and long-term financial and non-financial needs and objectives.
As a technology forward accounting firm, we leverage industry leading platforms to enhance the quality, convenience and timeliness of our service and the overall client experience. We take the security of your data and information very seriously, employing encrypted systems and multiple layers of protection to minimize data loss or theft and providing an enhanced collaborative experience. Our strong technology platform enables us to provide our full suite of CPA services to our clientele in a manner that is most convenient for them, whether in person or in a virtual, on demand setting.
Our Team
Jonathan Shalik, CPA
Jonathan Shalik is a certified public accountant with substantial public accounting experience providing specialized tax, accounting, fiduciary, transactional and advisory services to individuals, entrepreneurs and closely held businesses and enterprises in diverse industries and estates and trusts.
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Industry experience includes but is not limited to real estate, art and entertainment including artists, art galleries and dealers, actors and actresses, producers and writers, professional service including law firms, architects and engineers, medical practitioners and practices, restaurants, professional placement companies, retail, wholesale and import, e-commerce and more.
Jonathan has a strong professional background and education in real estate, having worked in real estate private equity with experience providing due diligence, negotiation, structuring, financial modeling, and investor reporting and liaison services.
Jonathan regularly assists clients with evaluating investment opportunities and decisions from the tax, accounting, financial and business perspectives, from evaluating mergers and acquisitions of and investments in operating companies and real estate properties and ventures.
Jonathan received his Bachelor of Science from the University of Colorado-Boulder, Master in Business Administration with a specialization in Real Estate and Urban Land Economics from the University of Wisconsin-Madison, and his Master of Science in Accounting from Hofstra University, New York.
Jonathan is a Certified Public Accountant licensed in the State or New York and Connecticut.
Lisa Shalik, CPA
Lisa Shalik is an experienced certified public accountant with substantial public accounting experience providing specialized tax, advisory and accounting services to individuals, closely held businesses and enterprises in diverse industries. Lisa is also experienced in the area of estates and trust tax and accounting.
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Lisa has strong experience providing tax and fiduciary accounting services including Surrogate’s Court accountings for estates and trusts, beneficiary reporting, tax planning, projections and compliance, and fiduciary support services.
For closely held business is an enterprise, Lisa has substantial experience providing tax, accounting including financial statement preparation, outsource bill payment, and outsource controllership services.
For individuals and families, Lisa provides tax, accounting, family office and a suite of specialized services to individuals and high net worth families.
Lisa received her Bachelor of Science in Accounting and Masters’ of Science in Taxation from Hofstra University.
Lisa received her Bachelor of Science in Accounting and Masters’ of Science in Taxation from Hofstra University.