Sergio C. Ruta, CPA
Partner, Schulman Lobel LLP
Partner, Schulman Lobel Advisors, LLC
Location:
New York, NY | Princeton, NJ
Services:
• Accounting
• Assurance
• Business Consulting
• Tax Planning & Compliance
• Tax Projections & Planning
• Mergers & Acquisitions Advisory
• State & Federal Audit Representation
• Financial Planning & Advisory
• Middle Market Business Advisory
• Startup Business Advisory
• High-Net-Worth Individual Tax Services
Industries & Expertise
• Real Estate
• Restaurants & Hospitality
• Transportation & Logistics
• Franchising
• Food Services
• Manufacturing
• Distribution
• Middle Market Companies
• Startups & Emerging Businesses
• High-Net-Worth Individuals & Families
About Sergio
Sergio is a Certified Public Accountant and partner at Schulman Lobel LLP and Schulman Lobel Advisors, LLC. With almost 40 years of experience in financial and tax services, Sergio brings a wealth of knowledge and expertise to clients in a wide variety of industries, including transportation and logistics, franchising, food services, manufacturing, distribution, and real estate, among others.
Over the course of his career, clients ranging from high-net-worth individuals, to startups, to middle market companies have turned to Sergio for his guidance concerning tax planning and projections, mergers and acquisitions, and state and federal audits.
Education and Licenses
• B.A. in Accounting and Economics, Upsala College
• Licensed Certified Public Accountant (CPA), New Jersey
Achievements and Affiliations
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, New Jersey Society of Certified Public Accountants (NJSCPA)
• Former Board Member, United Way of Summit, New Providence, and Berkeley Heights