Welcome
Since 1952, through three generations of owners, Schulman CPA has provided objective insight and trustworthy advice to keep our clients’ businesses and personal finances on track-- especially through difficult economic times.

Located in Central Valley, NY, the heart of the Hudson Valley, clients rely on us to help mitigate and manage risk for their family business, assist them as they negotiate a lower bank rate, seamlessly manage business’ tax issues, and value assets fairly for the sale of the family business.

Servicing greater NY, NJ, and CT as well as CA and FL, we pride ourselves on protecting our clients’ taxpayer dollars, effortlessly answering regulatory and compliance questions, and formulating effective solutions to help you manage your business more profitably.
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Newsletters
  • Understanding Stock Market Indexes
    No doubt you've seen headlines reporting that a particular stock index is up or down. But do you know what an index is, and how understanding the nuts and bolts of a
  • Four Lessons Grandparents and Grandchildren Can Learn Together
    If you're a grandparent, maintaining a strong connection with your grandchildren is important, but that may become harder over the years as they
  • Nearing Retirement? Time to Get Focused
    If you're within 10 years of retirement, you've probably spent some time thinking about this major life change. The transition to retirement can seem a bit daunting,
  • How long should I keep financial records?
    There's a fine line between keeping financial records for a reasonable period of time and becoming a pack rat. A general rule of thumb is to keep financial records only
  • What are some tips for organizing financial records?
    Organizing your financial records is a cyclical process rather than a one-time event. You'll need to set up a system that helps you organize
    
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We extend our heartiest congratulations to Prof. Eugene Fama, recipient of the 2013 Nobel Prize in economics.  Prof. Fama is the father of the efficient markets theory which is a major factor in our investment philosophy and strate
gies.
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 IRS CIRCULAR 230 NOTICE: Pursuant to recently enacted U.S. Treasury Department Regulations, we are now required advise you that, unless otherwise expressly indicated, any federal tax advice expressed above was neither written nor intended by the sender or this firm to be used and cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed under U.S. tax law. If any person uses or refers to any such tax advice in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to any taxpayer, then the advice should be considered to have been written to support the promotion or marketing by a person other than the sender or this firm of that transaction or matter, and such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Copyright © 2016 Michael David Schulman. All rights reserved.