SPECIALISTS
Jeffrey Levine
Director, Citrin Cooperman Advisors LLC
Experience
Jeff is a director in Citrin Cooperman’s Tax Practice. With over 48 years of experience, he has managed a diverse client base of more than 700 individuals, partnerships, and fiduciary tax filings, in addition to providing personal financial therapy discussions as part of a holistic approach to tax services.
Previously, Jeff was the director of financial strategies at LitmanGerson Associates, LLP (LGA), which joined Citrin Cooperman in 2026. In this role, he was dedicated to enhancing holistic service offerings for individual tax clients, which included obtaining a broader understanding of the client’s financial position and aspirations, evaluating their estate and trust planning needs, assessing the adequacy of protections through various insurance vehicles, and creating a robust platform for client success.
Before LGA, Jeff was a co-founder and shareholder of a local accounting firm west of Boston, MA.
CREDENTIALS
Education
B.S.B.A., Summa Cum Laude, Boston University
M.S. in Taxation, Bentley University
Licenses
Certified Public Accountant in the Commonwealth of Massachusetts
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Massachusetts Society of Certified Public Accountants (MassCPAs)
- Member, Management of an Accounting Practice (MAP) Committee
Presentations & Publications
Jeff’s extensive background in corporate and personal financial strategies has made him a valuable resource for news outlets, such as WGBH, WBZ, NBC Nightly News, Fortune, Inc. Magazine, Fortune Small Business, and The Boston Globe.
WORK-LIFE BALANCE
Outside the Office
Outside of his professional life, Jeff lives in Wayland, MA, with his wife, Shawna. He is passionate about golf, enjoys traveling, and has a keen interest in cooking and penguins.
Get in Touch with Jeffrey Today
Fill out the form below to get in direct contact with Jeffrey and start your personalized consultation journey.
The holistic approach to tax services, combined with financial therapy, goes beyond tax compliance – asking clients where they wish to be and helping them achieve their goals and objectives.