Shalik

Specialties

Shalik CPA, PC specializes in providing personalized and tailored professional services to individuals, families, entrepreneurs, closely held businesses, enterprises and estates and trusts across the United States. Services include tax planning and preparation, succession and transaction services, accounting including bookkeeping, outsourced CFO, 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 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. 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. Our strategic advisory services are designed to balance tax minimization with your near-term and long-term financial and non-financial needs and objectives. We leverage industry leading platforms to enhance the quality, convenience and timeliness of our service and the overall client 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.