MASSACHUSETTS Suite 300: T: (781) 356-2000
SPECIALISTS
Jeff Foley
Partner, Citrin Cooperman Advisors LLC
Partner, Citrin Cooperman & Company, LLP
Experience
Jeff combines extensive experience in accounting and taxation with a practical understanding of the challenges that are faced by business owners today. This insight allows him to serve as a trusted advisor on most aspects of the business and to help clients take their businesses to the next level. Jeff provides timely and accurate information so that clients can make the best financial decisions for their organizations.
Jeff goes beyond compliance and advises on matters such as entity structure, benchmarking analysis, and even banking relationships. His areas of specialization include family businesses, energy companies, architecture and design firms, professional service firms, insurance agencies, restaurants, and franchises.
CREDENTIALS
Education
Bachelor of Science degree in Accounting from the University of Massachusetts, Amherst
Licenses
Certified Public Accountant in the Commonwealth of Massachusetts
Presentations & Publications
Jeff has presented at Massachusetts Energy Marketers Association, Connecticut Energy Marketers Association, and National Propane Gas Association.
Affiliations
Jeff is a member of the American Institute of Certified Public Accountants (AICPA), Massachusetts Society of Certified Public Accountants (MSCPA), ProVisors, and is the Treasurer of the Family Business Association.
WORK-LIFE BALANCE
Community Involvement
Jeff coaches soccer for his children’s teams with the Hanover youth athletic association (HYHA).
Outside the Office
Outside of the office Jeff spends time with his family, particularly focusing on activities with his children. In his free time he plays pick up hockey and enjoys skiing.
Get in touch with Jeff Foley today.
Fill out the form below to get in direct contact with Jeff Foley and start your personalized consultation journey.
“Your accountant must be your true, trusted business advisor – the person you rely on for timely financial information so you can make informed decisions to drive your business forward.”
Recommendations By Peers
Explore upcoming events, podcasts and articles by our top contributing partners, gaining insight on the latest market trends & research knowledge.
Get in touch with Jeff Foley today.
Fill out the form below to get in direct contact with Jeff Foley and start your personalized consultation journey.