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Citrin Cooperman's Integrated Approach

Focused On Serving the Whole Client

The message is simple. Citrin Cooperman’s integrated approach ensures our professionals primary focus stays where it counts - on building long-term client relationships.

We take the idea of being your advisor very seriously. Our professionals are dedicated about getting to know our clients inside and out. It is critical that we earn the right to be a trusted advisor for our clients and be that first call they make when it matters most. Each of our professionals are taught to approach their client service delivery with a consultative mindset. We actively educate our teams on important business concepts and the depth and breadth of all of our service offerings so we can be full-service solution providers.

At Citrin Cooperman, we offer a wide range of assurance, tax, and business advisory services to meet the business and personal needs of our clients.

Business Management and Family Office

Business Process Outsourcing (BPO)

  • Outsourced Finance and Accounting Services
  • IT and Managed Services

Digital Services

  • Technology Platforms
  • Digital Transformation
  • Data Integration

Risk Advisory

  • Cybersecurity

Valuation and Forensic Services

  • Forensics Services
  • Valuation Advisory Services

Transaction Advisory Services

  • Buy-Side Due Diligence
  • Sell-Side Due Diligence
  • Healthcare Transactions

Advisory

Audit and Attest

  • Agreed-Upon Procedures
  • Employee Benefit Plan Audits
  • Financial Statement Audits
  • Reviews and Compilations

Accounting Advisory Services

  • Business Combinations
  • Going Public Readiness
  • Lease Accounting

Audit and assurance services are provided by Citrin Cooperman & Company, LLP.

Boardroom Meeting

Commercial Tax Services

  • IRS Representation and Tax Controversies
  • Mergers and Acquisitions Tax
  • Not-for-Profit Tax
  • Income Tax Accounting and Advisory Services
  • Tax Compliance
  • Tax Research and Planning

International Tax Services

  • Pre-Immigration Tax Planning

Private Client Services

  • High Net Worth Individuals
  • Offshore Voluntary Disclosures
  • Private Client Tax Compliance
  • Trust and Estate Services

State and Local Tax (SALT)

  • Film Production Tax Incentives

Tax

Technology Platforms

  • Microsoft
  • NetSuite
  • Priority ERP
  • Salesforce
  • Tipalti
  • Vena
  • Workiva
  • Additional Software Platforms

Technology Platforms

Explore Our Service Offerings

Focused On Serving the Whole Client

The message is simple. Citrin Cooperman’s integrated approach ensures our professionals primary focus stays where it counts - on building long-term client relationships.

We take the idea of being your advisor very seriously. Our professionals are dedicated about getting to know our clients inside and out. It is critical that we earn the right to be a trusted advisor for our clients and be that first call they make when it matters most. Each of our professionals are taught to approach their client service delivery with a consultative mindset. We actively educate our teams on important business concepts and the depth and breadth of all of our service offerings so we can be full-service solution providers.

At Citrin Cooperman, we offer a wide range of assurance, tax, and business advisory services to meet the business and personal needs of our clients.

Advisory

Business Management and Family Office

Business Process Outsourcing (BPO)

  • Outsourced Finance and Accounting Services
  • IT and Managed Services

Digital Services

  • Technology Platforms
  • Digital Transformation
  • Data Integration

Risk Advisory

  • Cybersecurity

Valuation and Forensic Services

  • Forensics Services
  • Valuation Advisory Services

Transaction Advisory Services

  • Buy-Side Due Diligence
  • Sell-Side Due Diligence
  • Healthcare Transactions

Advisory

Assurance

Audit and Attest

  • Agreed-Upon Procedures
  • Employee Benefit Plan Audits
  • Financial Statement Audits
  • Reviews and Compilations

Accounting Advisory Services

  • Business Combinations
  • Going Public Readiness
  • Lease Accounting

Audit and assurance services are provided by Citrin Cooperman & Company, LLP.

Boardroom Meeting

Tax

Commercial Tax Services

  • IRS Representation and Tax Controversies
  • Mergers and Acquisitions Tax
  • Not-for-Profit Tax
  • Income Tax Accounting and Advisory Services
  • Tax Compliance
  • Tax Research and Planning

International Tax Services

  • Pre-Immigration Tax Planning

Private Client Services

  • High Net Worth Individuals
  • Offshore Voluntary Disclosures
  • Private Client Tax Compliance
  • Trust and Estate Services

State and Local Tax (SALT)

  • Film Production Tax Incentives

Tax

Technology Platforms

Technology Platforms

  • Microsoft
  • NetSuite
  • Priority ERP
  • Salesforce
  • Tipalti
  • Vena
  • Workiva
  • Additional Software Platforms

Technology Platforms

Contact Us Today

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