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.

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“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.”

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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.

* 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.

Home Office
icon MASSACHUSETTS Suite 300: T: (781) 356-2000