Focused on a Return on Your Investment

The financial markets are fast-paced, constantly evolving, and facing increasing regulatory scrutiny. Firms need clear financial services advisory from their accountants and business consultants to navigate new regulatory requirements and meet their tax obligations.

Get In Touch

How Citrin Cooperman Can Help

Today’s business environment presents new challenges and demands at a more rapidly evolving pace than ever. Financial service firms need clear advice from their accountants and business consultants to navigate new regulatory requirements and meet their tax obligations. In this current climate, it is critical to work with a dedicated team of professionals who understand your unique needs and stay current on the latest industry developments to help your business grow and succeed. We provide services to many businesses in the financial services industry, including:

Core Services

Core Services
View All Services

Embracing Change in the Financial Services Industry

In today’s turbulent environment, leaders may be tempted to stick with the approaches that have worked for them in the past – regardless of whether they still fit the purpose – rather than rethinking and changing the way they lead. Our team’s professionals are here to provide innovative, actionable solutions to today’s most pressing issues and help financial services companies refocus, reevaluate, and create effective plans to achieve their strategic vision in the current market. Learn more here.

fs embracing change flysheet cover

Specialty Services

In addition to our core assurance, tax, and advisory services, we also provide:

  • Surprise custody examinations
  • Performance examination reports
  • Audits of financial statements pursuant to SEC Rule 17a-5
  • Compliance exams
  • Compensation and fee structure agreements
  • SSAE 18 System and Organizational Controls (SOC) reports
  • Punctual K-1 delivery to partners
  • Innovative securities transaction tax planning
  • Preparation of partnership economic and tax allocations
  • Review of uncertain positions
  • Management fee and incentive allocation structure consulting
  • Cost allocation studies
  • Organizational structure set up
  • Regulatory advisory services

Our Financial Services Specialists are here to help.

Get in touch with a specialist in your industry today.

By your submission of information in this form, you are consenting to our collection, use, processing and storage of your information in accordance with Citrin Cooperman’s privacy policy. If you have questions regarding our use of your information, please send an e-mail to