Financial Services  Schulman Lobel provides a wide array of accounting, assurance, tax and advisory services to financial service companies, including funds, broker-dealers, investment bankers, investment management advisers and insurance agencies and brokers.Schulman Lobel prides itself on understanding our client’s operations and plans. We work closely with our clients to enable us to provide the highest level of services possible.Professional Services include:
• Acquisition and disposition advice
• Assistance and introductions for debt and equity financing
• Audits and reviews of financial statements, including public reporting entities
• Complex transactional analysis for accounting and tax
• Creative tax planning and preparation
• Due diligence assistance
• Internal bookkeeping, accounting, report preparation and CFO services
• Management advice

For more information, please contact:

Principal: James Cassidy, CPA
Telephone: (212) 868-5781 ext. 117

Partner: Steven Poliseo, CPA
Telephone: (908) 964-8300 ext. 123

Partner: Norman H. Schulman, CPA
Telephone: (212) 868-5781

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