Zulch Tax Consultants & Accountants – The Professionals
The Zulch Tax team has been providing service excellence, with sensitivity to confidentiality and trust, to their clients since 1983.
Kevin J. Zulch, President, earned his Bachelors of Business Administration with a concentration in accounting from Pace University and attained advanced credits in tax and financial planning. Kevin is New York City-trained, and practiced there for twenty-two years while building his private practice. He was a member of the senior staff in the private sector – as a tax manager and senior tax accountant – for JP Morgan Chase’s Private Banking Division, NYC (1983-1991); Sam J. Nole, CPA, NYC (1987-1991; and Cravath, Swaine & Moore, a major law firm, NYC (1991-December 31, 2002). He has developed strategic alliances with a network of professionals in the related fields of insurance, retirement planning, investment consulting, mortgage banking, real estate investment and estate planning to bring clients the latest and best services they expect and deserve with respect to all their financial goals. These professionals will work directly with Zulch Tax clients and interface with Kevin at the appropriate points in time in order to provide clients with a sound financial plan. Kevin is designated as a registered tax return preparer with the Internal Revenue Service. In addition, Kevin has completed the requirements to be part of the new Internal Revenue Service Annual Filing Season Program.
Angela May, Vice President, Quickbooks ProAdvisor. Angela is responsible for overseeing all compliance matters in our office, as well as preparing individual, partnership, corporate, estate and trust tax returns in addition to payroll and sales tax returns. Angela received a Bachelor’s Degree in Computer Information Systems with a concentration in both computer programming and accounting. Angela’s previous work experience includes the Controller’s Office of the University of Massachusetts, along with twenty years of bookkeeping, tax preparation and payroll processing in addition to programming and software training on payroll and accounting systems. Angela is designated as a registered tax return preparer with the Internal Revenue Service. In addition, Angela has completed the requirements to be part of the new Internal Revenue Service Annual Filing Season Program.
Erin Wade, Senior Tax Preparer. Erin assists with payroll processing, payroll tax returns, and sales tax returns, in addition to individual income tax preparation. Her previous work experience includes 15 years as Production and Logistics Coordinator at Schiffenhaus Packaging, and several years in hospitality and restaurant management.
Debra Cole, Bookkeeper/Tax Preparer. She assists with payroll processing, payroll tax returns, sales tax returns, bookkeeping, and tax preparation. She has past job experience with bookkeeping and payroll for several local businesses, and has previous work experience at Bard College in Accounts Payable , as well as payroll processing and bookkeeping on Bard's Banner program for American Symphony Orchestra.
Olivia Bartles, Bookkeeper. Olivia is our front line for client contact in addition to handling some bookkeeping and tax preparation. She has over 8 years of experience in customer service, clerical work, and data management.
Kellie Boyle, Administrative Assistant. Kellie comes to us with many years of customer service in various industries.