SPECIALISTS

Edward H. Roberts

Partner, Citrin Cooperman Advisors LLC

Partner, Citrin Cooperman & Company, LLP

Experience

Ed Roberts is a partner with more than 30 years of experience in the area of business consulting, and also tax planning and preparation for businesses, individuals, and estates.

A member of the firm’s Private Business Solutions Practice, Ed serves clients in a range of industries, including closely held businesses in apparel, manufacturing, distribution, real estate, staffing, and transportation. He also works with high net worth individuals.

As a tax and business consultant, Ed specializes in helping clients secure financing through his long-standing relationships with banks, factors, and private equity firms. Providing a wide array of services, he works closely with clients to minimize the tax impact of both their business and personal transactions. He is highly skilled in year-end projections, due diligence for business acquisitions, and tax incentives for relocations, as well as other various financial planning and projections to minimize federal and state tax costs.

CREDENTIALS

Education

Bachelor of Science in Business Administration, Boston University

Master of Business Administration with a Major in Accounting and a Minor in Tax, Pace University

Licenses

Certified Public Accountant in the State of New York

Presentations & Publications

Ed has authored various articles and has been quoted as a media resource in the Westchester and Fairfield County Business Journals, among other publications. He also leads a seminar series, Driving Your Business, for the firm’s White Plains and Connecticut offices, and has served as an educator for Citrin Cooperman University’s internal learning program.

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New York State Society of Certified Public Accountants (NYSSCPA)

Permanent Member, Task Force Committee on Professional Liability Insurance

Board Member, Women’s Enterprise Development Center (WEDC)

Iona College Accounting Advisory Board

WORK-LIFE BALANCE

Outside the Office

Ed lives in Briarcliff, New York with his wife Elise and their son Max. Ed is an active participant in triathlons.

Get in touch with Edward H. Roberts today.

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"The best part of the job is gaining my clients' trust and respect, and becoming an integral part of their team."

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Get in touch with Edward H. Roberts today.

Fill out the form below to get in direct contact with Edward H. Roberts and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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