Jessica Schulman, CPA
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 various industries, including manufacturing and distribution, real estate, broker/dealers, technology, and service companies. She joined Topel Forman in 2012. Before 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 owner’s taxes. She focuses on R&D credit and works with clients to ensure they are meeting the new tangible asset regulations.