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