What sets us apart from other accounting firms or professional service providers you have used in the past?

One stop shop for PPT Filing, Income Tax Provisions & Filings, Tax Audit Support, S&U Tax Filings. Tax workbooks provide exceptional transparency enabling cash forecasting and budgeting. Accurate calculations across various services and well thought out methods with client cost savings in mind. Timely filings and feedback on filings. Timely notification of any issues that need to be resolved prior to filings. Gives the client impression of being in control of the process, that other firms do not always provide. Helps build trust with clients.

How have we helped you achieve your goals? Is there a specific experience that stands out?

Transparency on upcoming personal property tax expense expectations has helped us plan our cash forecast as well as help us to plan our budget more accurately. Extensive knowledge with sales tax has helped minimize expense through audit support. Fast Income tax provision calculations enabled a speedy financial audit completion for stakeholders and investors.

What has been the highlight of our relationship?

Having previously worked with a firm that lacked transparency around PPT filings in particular. The seamless transition to Clearview, now Citrin, was a breath of fresh air. From the communications to the workbook transparency, to the cost savings and methods. I recommend Citrin Cooperman to other businesses who are in need of a one stop shop that will provide exceptional service at a competitive price.

What could we do to best build upon our relationship?

Continue doing what you're doing. Keep your cost competitive while continuing the accurate calculations with transparency through data and communications.

Stephen P. Bellone, President, Hunter Onsite

Services Provided

PPT Filing

Income Tax Provisions & Filings

Tax Audit Support

Sales & Use Tax Filings