Joe Shulman, CPA

Partner

Joe is recognized by his peers, both in the Firm and in the professional community, as the go-to person for creative tax solutions. Prior to joining Sharkansky in 1984, Joe was a tax manager at Tofias PC. Since then, the tax department he initiated at the Firm has grown to include seven tax specialists.

"All the technical knowledge in the world does not help our clients unless we communicate with them effectively. At some point, virtually all of our clients will find themselves in a situation when timely advice can save them money. We become aware of these situations by meeting with our clients regularly and listening to what they have to say. It is gratifying to us and rewarding to our clients when we are there at the right time to advise them how to take advantage of the situation. Our clients have come to expect no less."

Education/Experience

  • Joe earned his Bachelors Degree in Accounting (summa cum laude) from the University of Massachusetts Amherst and a Master’s Degree in Taxation from Bentley College.

“All the technical knowledge in the world does not help our clients unless we communicate with them effectively.”

Joe’s out-of-the-office interests include his work on behalf of South Area Solomon Schechter Day School and working out at the gym. He also loves to play duplicate bridge and spend time with his four children and two grandchildren.