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Michelle Shulman



Michelle is a director in our tax practice. Her primary focus is providing tax planning, projections, and compliance services for family-owned and emerging businesses. Michelle helps business owners make sound, tax-efficient decisions to keep them on track for the future growth and success of their companies. In addition to traditional tax services, Michelle provides valuable advisory services to business owners, including executive compensation planning, accounting system analysis, financial forecasting, and implementing effective cash management systems. With a thorough understanding of owner-operated businesses, Michelle also serves as a liaison for financial planning and investment advisory services to ensure that owners have the best possible financial foundation for ongoing operations and, eventually, a secure retirement.

Michelle has been with the firm since 1993. Prior to joining the firm, Michelle worked as an accountant for Hoch, Frey & Zugman, CPAs, where she specialized in the transportation and real estate development industries, including management of special district audits, reviews of transportation companies and preparation of high net worth individual income tax returns.

Michelle is a graduate of the University of Florida and holds a Bachelor of Science in Accounting. She is certified as a CPA in Florida and is an active member of the Florida Institute of Certified Public Accountants, the American Institute of Certified Public Accountants and was a member of Beta Alpha PSI, an honorary accounting fraternity. Additionally, Michelle is a graduate of Leadership Boca Raton – Class of 2015, a program designed and managed by the Greater Boca Raton Chamber of Commerce.