Business Details
47 Years
experience
Trusted Accounting & Tax Services in Westbury, NY
At J T Shulman, we are dedicated to fostering the entrepreneurial spirit within our clients through quality services and valuable insights. Our client-first approach ensures efficient solutions that yield measurable outcomes, setting us apart in the accounting industry. With a team of highly skilled professionals, we provide tailored financial strategies that support growth and compliance while building strong relationships based on trust and transparency. Our expertise spans diverse industries, including construction, healthcare, real estate, and technology, allowing us to deliver industry-specific solutions that address unique challenges.We prioritize continuous planning and strategic foresight to help clients navigate complex financial landscapes and achieve long-term success. Our commitment to excellence is reflected in our proactive mentorship of emerging professionals and our active involvement in community initiatives, reinforcing our role as trusted advisors in both business and civic spheres.
Services
Audit & Assurance
Tax Services
Advisory & Consulting
Small Business Guidance
Estate Planning
Details
- Year established: 1979
Highlights and features
- We offer decades of experience in accounting and tax advisory services.
- Our team provides tailored financial strategies for diverse industries.
- We prioritize proactive planning to anticipate and address client needs.
- Our client-first approach ensures transparent communication and trust.
- We combine technical expertise with strategic business insights.
Services
Audit & Assurance
Our audit and assurance services ensure accurate financial reporting through thorough analysis of statements and records. We identify areas for improvement and develop strategies to enhance business performance. Clients benefit from expert opinions on financial health, compliance with regulations, and tailored solutions for long-term stability and growth.
Tax Services
We provide comprehensive tax solutions, including strategic planning and compliance for federal, state, and international taxation. Our experts stay current with evolving regulations to maximize savings and ensure timely filings. Services cover estate planning, nonprofit compliance, and resolution of tax controversies for individuals and businesses.
Advisory & Consulting
Our advisory team delivers actionable insights to optimize operations and drive growth. We analyze financial performance, design internal controls, and guide mergers or acquisitions. Clients receive customized strategies for succession planning, cost reduction, and navigating complex business challenges across industries.
Small Business Guidance
We offer end-to-end support for small businesses, including bookkeeping, payroll filings, and strategic planning. Our team helps clients streamline operations, manage employee needs, and scale effectively. Tailored advice ensures compliance and financial efficiency for growing enterprises.
Estate Planning
Our estate planning services focus on preserving wealth and ensuring smooth asset transitions. We assist with tax-efficient strategies, trust creation, and legacy planning for high-net-worth individuals. Clients gain peace of mind through customized plans aligned with personal and financial goals.
People
Jay Shulman
Founder
Jay Shulman founded J T Shulman in 1979, bringing decades of expertise in business strategy, mergers, and tax planning. He advises high-net-worth clients and serves on boards of national organizations, combining financial insight with entrepreneurial leadership to drive client success.
John Helkowski
Managing Partner
John Helkowski leads large business initiatives with a focus on audit, taxation, and strategic planning. With over 20 years at JTS, he provides tailored solutions for construction, retail, and hospitality clients, emphasizing growth and compliance through proactive advisory services.
Patricia Giunta
Partner
Patricia Giunta specializes in tax compliance for high-net-worth individuals and corporations. As tax team leader, she develops strategic plans for federal and international taxation, leveraging 20+ years of experience to deliver regulatory compliance and financial optimization for clients.
Steven Molina
Supervisor
Steven Molina focuses on small business consulting and tax compliance, guiding clients through financial complexities. He mentors junior staff and leads internship programs, fostering a culture of growth and technical excellence while delivering tailored solutions for diverse industries.
Jeffrey Moreira
CPA, Supervisor
Jeffrey Moreira provides audit and tax advisory services to clients in construction, retail, and hospitality. With expertise in financial reporting and compliance, he mentors emerging accountants and ensures strategic, client-focused solutions that align with regulatory requirements and business goals.
Questions
What accounting services does JTS Associates CPAs offer?
We provide audit & assurance, tax planning, advisory consulting, and small business guidance tailored to diverse industries.
Do you specialize in specific industries?
Yes, we serve construction, healthcare, real estate, technology, nonprofits, and other sectors with industry-specific expertise.
How do you support small businesses?
We offer bookkeeping, payroll filings, strategic planning, and compliance solutions to help small businesses scale efficiently.
Can you assist with international tax compliance?
Yes, our team handles US-international tax compliance for corporations and individuals with cross-border financial needs.
What sets JTS Associates apart from other firms?
Our client-first approach, proactive planning, and decades of experience ensure tailored, trustworthy advisory services.
