SPECIALISTS

Bernadette Schopfer

Partner, Citrin Cooperman Advisors LLC

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Experience

Bernadette Schopfer is a partner in the firm’s Tax Practice and is based out of the White Plains office. With more than 30 years of tax and accounting experience, she specializes in income tax planning, income tax return preparation, business and personal financial planning, business succession and retirement planning, estate and gift tax planning, tax conflict resolution, and eldercare.

Bernadete stays on top of nuanced tax codes, understanding the increasing complexity of tax laws and how their requirements impact each client's business or personal situation to help assess their obligations and file returns with maximum savings.

Previously, Bernadette was a partner and the director of taxation at Maier Markey & Justic LLP, which joined Citrin Cooperman in 2024. Prior to joining Maier Markey & Justic LLP, she spent six years at a Big Four accounting firm, where she was promoted to tax manager.

CREDENTIALS

Education

Bachelor of Business Administration with a major in Accounting, Siena College

Master of Science in Taxation, Pace University

Licenses

Certified Public Accountant in the State of New York

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

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

  • Member, Relations with the Internal Revenue Service

Member, Ed Slott's Elite IRA Advisor Group

Get in touch with Bernadette Schopfer today.

Fill out the form below to get in direct contact with Bernadette Schopfer and start your personalized consultation journey.

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We work collaboratively with our clients, so when it comes to taxes, they understand what we have done and why we have done it.

Get in touch with Bernadette Schopfer today.

Fill out the form below to get in direct contact with Bernadette Schopfer 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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icon WHITE PLAINS - MMJ: T: (914) 644-9200