Jessica Schulman, CPA

Member/Partner

It’s important to build a bond with clients that adds value to their lives.

Jessica Schulman has been providing tax advisory services to clients in closely held companies for over 15 years. Her clients are in a variety of industries including manufacturing and distribution, real estate, broker/dealers, technology, and service companies.  She joined Topel Forman in 2012.  Prior to joining the firm Jessica worked for a top 10 CPA firm where she was a Senior Tax Manager in the Manufacturing and Distribution Group. 

Jessica brings her clients an understanding of the skills required to run a successful business while keeping the tax implications of financial decisions at the forefront.  She understands that decisions made at the corporate level have a direct impact on the owners taxes.  She has a focus on R&D credit and works with clients to ensure they are meeting the new tangible asset regulations. 

 

Education 

  • DePaul University Masters of Science in Taxation
  • Indiana University Bachelor of Science, Accounting and Information Systems

Areas of Expertise 

  • Taxation of High Net Worth Individuals
  • Corporate Taxation
  • Partnership Taxation
  • Tax Compliance

Societies & Licenses 

  • Certified Public Accountant, State of Illinois
  • American Institute of Certified Public Accountants
  • Illinois CPA Society
Topel Forman Employee: Jessica Schulman
Topel Forman, L.L.C.