Our History and Credentials
Michael M Tulman CPA, CVA, Cr.FA has been in practice since 1973. He has extensive experience consulting with individuals and small businesses. His experience includes consulting for professional practices, high income individuals and as Chief Financial Officer of small and regional businesses. Michael was an adjunct instructor of accounting at Bentley College for over eight years. He co-authored Personalized Guide to Financial Planning, Published by C.V. Mosby 1983. Mike was also Radio Talk show host of Money Talk on WMEX-AM in Boston. He has lectured for the National Football League Player's Association on taxes and finances. In addition, Mike has been guest speaker and lecturer at many colleges and local and philanthropic organizations.
Mike is a graduate of Babson College and is a member of:

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • National Association of Certified Valuation Analysts (NACVA)
  • American College of Forensic Examiners Institute (ACFEI)
  • The Commission on Forensic Education (C.O.F.E.)
  • The Institute of Business Appraisers (IBA)

Back to the top

Our Areas of Specialization

Our entire operation is rooted in a tradition of meeting the highest standards of accounting practices. From this foundation, we offer the following specialized services: strategic Tax Planning, Tax Preparation and Compliance for Business, Indivduals and Estates; Business Valuation and Forensic Accounting; Wealth Management, IRS Representation, Consulting Services for business development and management, Litigation Support and accounting and tax services for the small to medium sized business enterprises.

Back to the top

Our Services

At the office of M. Tulman CPA, CVA, Cr.FA the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.

Tax Services: Planning & Preparation

    At the office of M. Tulman CPA, CVA, Cr.FA we provide Tax planning and preparation. Whether you are an individual or a multi-tiered partnership, we can develop tax strategies that take advantage of new tax laws and legislation.

    Looking for a little information right now? View the latest Tax and Financial News article in our Learning Center. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Forensic Accounting

    As a Certified Forensic Accountant (Cr.FA) Michael's unique blend of education and experience applying accounting, auditng and investigative skills uncover truth, assist in investigations and provide litigation support and / or calculation or estimation of economic damages.lt;

Click here to view brochure.

 

Business Valuations

Wealth Management

    Well, simply put, We are your Comprehensive Trusted Advisor who, like a Personal Chief Financial Officer, is orchestrating your wealth for you in all areas. We are dedicated to helping the affluent set a high-bar. We will help you identify the areas of service you desire from your advisor and the results generated will give you a friendly, but specific, agenda for you to take to your next meeting with your finanical advisor.
Click here to view brochure.

 

Buying & Selling a Business

    Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Business Consulting

    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Family Office Services

    Michael Tulman CPA, CVA, Cr.FA acts as his clients trusted advisor and coordinator. He works with the clients and their advisors to create a team to execute the strategy that best suites the client needs. M. Tulman CPA, CVA, Cr.FA acts as a virtual family office for high net worth clients. Services such as, bill paying, accounting, tax preparation and planning, charitable asset management, real estate management, coordination with advisors and consultants.

IRS Representation

    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Estate & Trust Tax Preparation

    Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Bookkeeping/Write-Up

    Meaningful, well-organized financial records ensure that your business operations will report efficiently on a daily basis and are the foundation of a successful business. We will assist you with the day-to-day tasks associated with bookkeeping.

Financial Forecasts & Projections

    Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, we can assist you in achieving your company's financial goals.

Cash Flow & Budgeting Analysis

    A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Estate Planning

    Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

 

Back to the top

Our Privacy Policy

  1. We will never sell or give your name to any other organization.
  2. We take the security of your information seriously. We have instituted every possible precaution to ensure that all of your data and materials are safe as long as they are under our control.
  3. We may contact you by email to announce product upgrades, new products, or ask you if you want to be on our mailing list. If you do not want to receive these notifications, please reply and let us know.
  4. We keep your credit card number only as long as it is necessary to use it for a current transaction.
  5. This site contains links to other sites. We are not responsible for the privacy practices or the content of such Web sites.

Back to the top