Practice Areas

Accounting and taxes can be the most confusing part of your financial future.  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 intimate 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 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.

Our practice areas include:

Business Accounting

Our business accounting services include general business accounting as well as filings for local, state and federal taxes.

Tax Services & Compliance

We provide strategic, value-added tax planning designed to achieve your financial goals in the most tax efficient manner.  We work to ensure our clients are compliant with all applicable tax regulations and help them to maximize their tax benefits.

Payroll Services and Bookkeeping

We provide bookkeeping services to individuals and businesses who want professional assistance with their financial record-keeping, payroll or benefits administration.  We provide direct deposit assistance, benefits tracking, employer tax estimates and payroll planning services.

Financial Statements

Nearly every organization must prepare reports on its financial performance to help owners and managers make operating decisions, enable creditors to evaluate loan applications, and provide individuals with information to make investment decisions. We work with new businesses and well established companies to provide accurate financial statements.

Personal Finance

Having a comprehensive financial roadmap for your future can give your family the stability of knowing what will come next.  From budgeting and assistance in developing a savings plan to retirement planning, we can help you develop a roadmap for your family or business’ future.

Identity Theft

Identity theft is one of the fastest growing crimes in America.  If you are the victim of identity theft, we can work on your behalf with law enforcement, tax attorneys and tax collection agencies to help you regain control of your financial history.

Lundy, Shacter, Shulman & Kaplan, P.A. is committed to providing unparalleled service.   We hope that by learning more about our firm and coming in to meet us for a free upfront consultation, you will be confident in having Lundy, Shacter, Shulman & Kaplan, P.A. handle your accounting, payroll, book keeping, financial statement and tax service needs.