SPECIALISTS

Carl J. Goldstein

Partner, Citrin Cooperman Advisors LLC

Carl Goldstein Desktop

Experience

Carl is a partner in Citrin Cooperman’s Tax Practice and is based out of the firm’s Worcester office. He assists with mergers and acquisitions, sales of businesses, sophisticated tax planning, and estate and personal financial planning.

Carl dedicates himself to helping business owners conquer the unique challenges of successfully operating their businesses. Previously, Carl was a senior partner at S&G LLP, which joined Citrin Cooperman in 2024. Carl was a founding partner of S&G, LLP and SG Wealth Management Group, LLC, as well as a principal with ROCG Shepherd & Goldstein Consulting Group, LLC.

CREDENTIALS

Education

Associate Degree, Quinsigamond Community College

Bachelor of Science in Accounting, Bentley College

Licenses

Certified Public Accountant in the State of Massachusetts

Affiliations

Member, American Institute of Certified Public Accountants

Member, Massachusetts Society of Certified Public Accountants

Honors & Awards

Temple Sinai Years of Service Award

WORK-LIFE BALANCE

Community Involvement

Treasurer, Why Me, Inc.

Member, Masonic Level Lodge

Past Treasurer, Worcester Jewish Community Center

Past Treasurer, Temple Sinai

Past Treasurer, Massachusetts Youth Soccer

Past Treasurer, Worcester Youth Soccer

Get in touch with Carl J. Goldstein today.

Fill out the form below to get in direct contact with Carl J. Goldstein and start your personalized consultation journey.

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Get in touch with Carl J. Goldstein today.

Fill out the form below to get in direct contact with Carl J. Goldstein 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.

Carl Goldstein Desktop
Home Office
icon MASSACHUSETTS Worcester: T: (508) 757-3311