About Us
Shalik Thorn CPAs LLP is an established 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. Shalik Thorn has offices in New York City, NY + Stamford, CT + Boca Raton, FL.
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 25+ 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.
Stephen G. Rosen, CPA
Stephen G. Rosen is a seasoned certified public accountant with substantial experience providing tax, accounting, and advisory services to clientele in a wide range of industries.
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Stephen has been a partner of several prominent New York based accounting firms before starting his firm Stephen G Rosen CPA PLLC (SGR PLLC). Originally based in New York, SGR PLLC moved its headquarters to Boca Raton, Florida and quickly became a leading and established certified public accounting firm servicing the South Florida community. Through his firm, he and his experienced professional team has provided high quality, hands-on services to his clients in a wide range of industries.
SGR PLLC focused on tax planning and projections, advisory, tax resolution, and financial accounting services. The firm’s clientele and industry expertise include real estate and construction, financial services, sports and entertainment, medical practices and practitioners, restaurants, grocers, distributors, artists and art galleries, and more. Stephen has successfully represented clients before Federal and State taxing authorities.
Steven joined Shalik Thorn CPAs LLP effective January 1, 2025.
Stephen is a graduate of CUNY and is a licensed certified public accountant in the State of Florida and New York.
Stephen is a member in good standing of multiple professional organizations including:
-Florida Institute of Certified Public Accountants
-American Institute of Certified Public Accountants
-American Society of Tax Problem Solvers
-National Conference of CPA Practitioners
-National Association of Tax Professionals
Robert Berwick, CPA
Robert Berwick is a seasoned certified public accountant with experience providing tax, accounting, and advisory services to individuals and closely held businesses in diverse industries.
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Robert has diversified tax and accounting experience in both public accounting and with private companies, with experience as a senior tax accountant for several established certified public accounting firms in New York and Connecticut before joining Shalik Thorn.
Robert is a trusted advisor to the firm’s individual and business clients, including high-net-worth individuals, doctors and medical practices, attorneys and professional service firms, real estate owners, investors, and operators, art and entertainment, and psychologists and their practices.
Robert received his bachelor’s degree from Connecticut College, his Master of Science in Information Systems from Pace University, Master of Business Administration from Pace University Lubin School of Business, and Master of Science in Accounting from Pace University Lubin School of Business.
Robert is a certified public accountant licensed in the State of New Hampshire.
Matthew Love, CPA
Matthew Love is a certified public accountant with diverse experience providing tax, accounting, and advisory services to individuals and closely held businesses.
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Prior to joining Shalik Thorn, Matthew was a senior tax professional with RSM US LLP, a top five national certified public accounting firm, where he specialized in private equity and financial services partnerships in addition to individuals and other large corporations and partnerships.
At Shalik Thorn, Matthew manages a range of individual and business accounts handing all aspects of the client engagement, with clientele that includes high-net-worth individuals, private equity portfolio companies, artists and entertainers, public relations, medical practices and practitioners, a national clothing online and brick and mortar retailer, a regional commercial subcontractor, and clients in a wide range of industries.
Matthew is passionate, responsive, professional, and has developed strong relationships and has earned the trust of the clients he manages.
Matthew has his Bachelor of Science in Accounting, Magna Cum Laude from Sacred Heart University and his Master of Business Administration with a concentration in Finance from Sacred Heart University.
Matthew is a certified public accountant licensed in the State of Connecticut.
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.
Murray Frank
Murray Frank is an experienced accounting and tax professional and has been an Accounting Manager serving clients in Boca Raton, FL and the surrounding areas for over 20 years. He is experienced providing tax, accounting, and advisory services to individuals and with the intricacies of a variety of small and medium-sized businesses.
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Murray prepares both personal and corporate tax returns with additional knowledge of payroll and sales tax returns. Murray has substantial experience utilizing QuickBooks Online and Desktop.
Murray has substantial public accounting firm experience, having worked with several established South Florida certified public accounting firms, including the firm of Stephen G. Rosen CPA PLLC, prior to joining Shalik Thorn's Boca Raton office.
Murray is passionate about helping clients with local, state and federal tax optimization. Murray has been dealing with a vast array of clients for over 20 years and the relationship between him and his
clients is a combination of trust, knowledge and understanding.
Murray attended Florida Atlantic University in Boca Raton, Florida.
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.
Lisseth Hernandez
Lisseth Hernandez is an experienced professional providing bookkeeping, accounting, and tax preparation services to individuals and closely held businesses in diversified industries.
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Her bookkeeping experience ranges from small companies to large multi-location organizations. Her tax experience includes preparation of individual, partnership and corporate tax returns, and payroll tax and sales tax filings. Lisseth has strong experience with QuickBooks Desktop and QuickBooks Online.
Her public accounting experience includes serving as a bookkeeping and tax professional for Stephen G. Rosen CPA PLLC, a Boca Raton, FL based certified public accounting firm, before joining Shalik Thorn CPAs LLP.
Lisseth’s personalized, hands-on approach has allowed her to develop strong client relationships and become a trusted member of the client’s professional team.
Lisseth has a Bachelor of Arts in Accounting and is a certified public accounting candidate.
Amanda Reyes
Amanda Reyes is an experienced full-charge bookkeeper and tax preparer based in the firm’s Boca Raton, FL office.
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Prior to joining Shalik Thorn, Amanda worked for over ten years with an established certified public accounting firm in the Boca Raton area. Through that firm, Amanda worked closely with clients providing a full suite of bookkeeping, payroll, sales tax, and corporate, partnership, and individual income tax preparation services. Amanda has serviced clients in a wide range of industries of varying sizes and complexity.
Amanda is hands-on, responsive, professional, and thorough, having developed strong relationships with and earned the trust of the clients she worked with.
Amanda is very experienced and proficient with utilizing QuickBooks in delivering her bookkeeping and accounting services to clients.