About Us
Shalik Thorn CPAS LLP is a New York City and Fairfield County CT based certified public accounting firm specializing in providing highly personalized and tailored professional services to individuals, families, entrepreneurs, closely held businesses, enterprises and estates and trusts across the United States.
Our professional services include tax planning and preparation, individual, family and business advisory including succession planning and transaction services, accounting including bookkeeping, outsourced CFO, family office, bill pay, due diligence, and estate, trust and gift planning.
Client expertise includes high-net-worth and high-income individuals and families and clientele in industries including financial services, investment banking, hedge fund, technology, real estate, healthcare, consulting including outside board members and public policy, professional services including lawyers and law firms, art, entertainment and sports, wholesale, retail and e-commerce, and more.
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Our team of CPAs and professionals possess the experience, technical and industry knowledge, and training that set us apart and enable us to meet the dynamic needs of our diverse clientele.
Passion about our profession and our clients defines our approach to professional service. We are hands-on and regard the quality of our service and the trust and relationships that we build with our clients as important as the quality of our work product. We listen to our clients and cater our services to their specific needs. We offer strategic advisory, planning and tax savings strategies designed to balance tax minimization with your near-term and long-term financial and non-financial needs and objectives.
As a technology forward accounting firm, we leverage industry leading platforms to enhance the quality, convenience and timeliness of our service and the overall client experience. We take the security of your data and information very seriously, employing encrypted systems and multiple layers of protection to minimize data loss or theft and providing an enhanced collaborative experience. Our strong technology platform enables us to provide our full suite of CPA services to our clientele in a manner that is most convenient for them, whether in person or in a virtual, on demand setting.
Our Team
Jonathan Shalik, CPA
Jonathan Shalik is a certified public accountant with substantial public accounting experience providing specialized tax, accounting, fiduciary, transactional and advisory services to individuals, entrepreneurs and closely held businesses and enterprises in diverse industries and estates and trusts.
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Industry experience includes but is not limited to real estate, art and entertainment including artists, art galleries and dealers, actors and actresses, producers and writers, professional service including law firms, architects and engineers, medical practitioners and practices, restaurants, professional placement companies, retail, wholesale and import, e-commerce and more.
Jonathan has a strong professional background and education in real estate, having worked in real estate private equity with experience providing due diligence, negotiation, structuring, financial modeling, and investor reporting and liaison services.
Jonathan regularly assists clients with evaluating investment opportunities and decisions from the tax, accounting, financial and business perspectives, from evaluating mergers and acquisitions of and investments in operating companies and real estate properties and ventures.
Jonathan received his Bachelor of Science from the University of Colorado-Boulder, Master in Business Administration with a specialization in Real Estate and Urban Land Economics from the University of Wisconsin-Madison, and his Master of Science in Accounting from Hofstra University, New York.
Jonathan is a Certified Public Accountant licensed in the State or New York and Connecticut.
Matthew Thorn Jr, CPA
Matt Thorn Jr. is a certified public accountant with over 20 years of diversified public accounting experience. Matt spent the first 6 years of his career between Arthur Andersen LLP and Ernst & Young LLP in their financial services tax groups, servicing hedge funds, private equity funds, investment partnerships and insurance companies.
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He went on to work as a tax manager in the general corporate tax group for BDO Seidman LLP, and 12 years at small tax boutique practices specializing in high net worth individual tax and closely held businesses and enterprises.
In 2020, Matt formed his own tax and advisory practice, Thorn & Associates LLC. Matt provides specialized tax planning and compliance, accounting, and advisory services to high-net-worth individuals, entrepreneurs and closely held businesses and enterprises in diverse industries. Matt is also experienced with transaction advisory and succession planning including transaction structuring and due diligence.
Matt’s client base includes individuals and companies in industries from financial services, hedge funds, investment banking, real estate, arts and entertainment including actors and actresses, professional service, medical practitioners and practices, retail, wholesale and import, and more.
Matt received his Bachelor of Science in Accounting and his Master of Business Administration in Taxation from St. John’s University. He is a Certified Public Accountant licensed in the State of New York and a Certified Fraud Examiner (CFE). He is a member of the American Institute of Certified Public Accountants.
Jerry Rosenband, CPA
Jerry Rosenband is a certified public accountant with over 40 years of experience and a reputation for exceptional tax advisory and accounting work for individuals and closely held businesses. Jerry joins Shalik Thorn effective February 1, 2022, through which he will continue to work closely with clients, helping them achieve their financial goals through counsel tailored to their needs.
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Jerry began his career under the tutelage of his father, Leon Rosenband, opening his own professional practice in 1979. The growth of his firm through client referrals and a strong professional network exceeded all expectations. As part of Shalik Thorn, Jerry will combine his tax knowledge and accounting expertise to offer clients the nuanced financial counsel, honed over years of experience, needed in the ever-shifting economic landscape.
Jerry enjoys working with clients across a variety of industries. His unique ability to get to the core of financial issues quickly, by listening closely and asking the right questions makes him a valuable asset to any management team. Jerry can be relied upon to work closely with attorneys, consultants, and business associates whenever accounting or finances are a consideration.
Proud Alum of University of Rhode Island (BA - Accounting) and Pace University (MA - Taxation)
Licensed CPA in Connecticut and New York.
Lisa Shalik, CPA
Lisa Shalik is an experienced certified public accountant with substantial public accounting experience providing specialized tax, advisory and accounting services to individuals, closely held businesses and enterprises in diverse industries. Lisa is also experienced in the area of estates and trust tax and accounting.
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Lisa has strong experience providing tax and fiduciary accounting services including Surrogate’s Court accountings for estates and trusts, beneficiary reporting, tax planning, projections and compliance, and fiduciary support services.
For closely held business is an enterprise, Lisa has substantial experience providing tax, accounting including financial statement preparation, outsource bill payment, and outsource controllership services.
For individuals and families, Lisa provides tax, accounting, family office and a suite of specialized services to individuals and high net worth families.
Lisa received her Bachelor of Science in Accounting and Masters’ of Science in Taxation from Hofstra University.
Lisa received her Bachelor of Science in Accounting and Masters’ of Science in Taxation from Hofstra University.
Charise Brown
Charise Brown is a full-charge bookkeeper with substantial experience with private companies and public accounting firms.
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Charise is experienced providing hands-on, personalized, professional services to high-net-worth individuals, families, and closely-held-businesses in various industries, including doctors and medical practices, real estate, actors, actresses, artists, wholesale, retail, talent placement companies, family limited partnerships and investment entities, and professional service businesses.
Charise is highly skilled in QuickBooks Desktop and QuickBooks Online. Her expertise includes outsourced bookkeeping, payroll advisory and compliance, outsourced CFO services, bill pay, vendor and payables management, customer invoicing and accounts receivable, client reporting, business and income tax preparation, and special projects.