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Jonathan Shalik CPA logo
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Jonathan Shalik CPA

New York, NY

(4)

Get a free quote from this professional

8 min response time

Get a free quote from this professional

‘20 Certificate of Excellence, 2020

About

I am an experienced and knowledgeable CPA providing a comprehensive range of professional services, from tax preparation, planning, accounting and advisory, to individuals, entrepreneurs, closely-held businesses and enterprises in diverse industries across the United States.

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7 hires on Bark
8 min response time

Reviews (4)

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5/5

4 customer reviews

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Verified
17 April 2020

Accounting

Awesome and knows his stuff no bull approach

Verified
18 November 2019

Accounting

Jonathan is very professional and skilled at explaining complicated topics in a way that is easy to understand. I felt comfortable trusting him to handle the needs of my expanding business and look forward to working with him.

Verified
21 August 2019

Accounting

Jon was extremely professional and helpful in helping me determine my retirement taxes for both state and federal as well as for tax year 2019. If I ever need another accountant he will be the first one to call. Many thanks to Jonathon! More...

Verified
13 August 2019

Accounting

Jon helped me resolve a tax issue quickly and to my full satisfaction, and even offered some advice on how best to report my income to minimize my taxes. He was courteous and professional in our interactions.
I was very happy with his work and would highly recommend Jon's services.
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Q&As

I provide tax preparation, planning, accounting and advisory services to individuals, entrepeneurs, independent contractors and closely held businesses in a wide range of industries and with varying complexity and needs. All services are tailored to your specific circumstance.

A great accountant is someone who is dynamic amd has the experiece in many areas, from accounting, tax, advisory, business and finance, to help you and your business so you get good results and have more time to focus on what you do best - running your business and servicing your customers.

Seeing how my services positively impacts my clients so they succeed.

I am experienced, knowledgeable and responsive, treating the quality of the service provided as important as the quality of the work product and results you receive.

Services

Providing expert advice on business strategy, growth, operations, buy/sell

Providing Federal and State income tax return preparation for businesses and individuals

Analyzing your tax situation to ensure tax liabilities are paid timely and legal tax savings strategies are utilized

Ensuring income, expenses and activity are properly recorded and thst your books are up to date

Business support services include management, bank and investor reporting, analytics, management and operations support, accounts receivable and payable management including invoicing and bill payment

Estate and Trust planning including legal strategies to minimize taxes paid and preserve wealth, Surrogates Court Accountings, Estate and Trust tax return preparation, fiduciary services

Providing business, tax and financial advisory associated with buying or selling a business, adding or buying out a partner or shareholder, succession planning for closely held businesses

Providing financial modeling, transaction business ans tax structuring, tax optimization and planning, due diligence