About Us

Your financial future may seem like a maze of taxes, regulations, planning and strategy. If you own a business or have a family, a strong financial future may be one of the best things you can pass on as your legacy. At Lundy, Shacter, Shulman & Kaplan, P.A., we provide a comprehensive list of services to help you or your business maintain a healthy financial outlook. From tax preparation to complete business accounting and bookkeeping services and financial planning, we are a firm that clients can trust to take them through whatever life brings their way.

As a small and intimately sized firm, you can count on personal attention throughout the year. We value our client relationships, respect your time and are committed to providing superior service. We have the resources and knowledge to help you with all your accounting needs. Whether you are someone who is looking for a knowledgeable and professional Certified Public Accountant (CPA) to prepare your individual taxes, a financial planner to help you prepare for your retirement, or looking to outsource your payroll and business accounting Lundy, Shacter, Shulman & Kaplan, P.A. is a firm you can trust.

In July 2015, we opened a second office in Greensboro, NC to expand services to national and North Carolina clients.  David Kaplan heads the Greensboro office and splits his time between Greensboro and Plantation, FL.