Before you wire millions on an acquisition, someone should verify the numbers behind it.
Richard Weiss and the Schulman Lobel team review every add-back, one-time item, and related-party transaction in a CIM, so you know what you're actually buying.
Thinking about an LOI? Talk to Richard directly, no charge →
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Schulman Lobel
Schulman Lobel is a full-service accounting and advisory firm with offices in NY, NJ, CA, and India. We help entrepreneurs, high-net-worth individuals, and businesses with tax, audit, and financial strategy across key industries.
Schulman Lobel is a full-service accounting, advisory, and business management firm. We focus on creating tailored financial solutions for high-net-worth individuals, their families, and small to mid-sized companies.
Our team brings deep industry knowledge to help clients manage challenges and seize opportunities.
We have specialized experience across:
- Entertainment
- Family Business
05/12/2026
If the IRS is asking you to scan a QR code, it isn't the IRS.
A real notice called the CP53E is circulating this spring, and scammers are mailing near-perfect copies designed to harvest your bank account information. Our newsletter shows you how to spot the difference at a glance, the five red flags that give a fake away, and the safest way to verify any IRS notice before you respond.
Two minutes that could save your refund: https://www.linkedin.com/pulse/urgent-beware-fake-notices-from-irs-saying-cannot-deposit-fhmle
05/06/2026
Some news worth sharing.
Vault's 2027 Accounting Rankings are out, and Schulman Lobel made the Top Ranked list. Behind that ranking is a roster of clients who challenge us and a team that rises to it. Both deserve the credit.
Tax. Audit. Advisory. Built on expertise.
04/08/2026
We are proud to share that Schulman Lobel has been recognized in Accounting Today’s 2026 Top 100 Firms and Regional Leaders report.
Ranking among Mid-Atlantic top firms for growth and performance reflects the work our team delivers every day for our clients.
Click here to claim your Sponsored Listing.
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1001 Avenue Of The Americas, 2nd Floor,
New York, NY
10018