SPECIALISTS

Kelly Caruso

Director, Citrin Cooperman Advisors LLC

Experience

Kelly is a director in Citrin Cooperman’s tax practice based out of the White Plains office. Kelly is an experienced professional with over 10 years of experience in public accounting.

Kelly provides a wide variety of tax services including wealth transfer, charitable and retirement planning, and tax compliance. She has a strong background in working with high-net-worth individuals, estate and gift, and fiduciary tax. Kelly has served as an efficient manager for multiple tax teams and has a track record of developing effective working relationships with clients to gain insight of their goals and the financial and personal issues that shape them.

Prior to Citrin Cooperman, Kelly worked as a Senior Manager at RSM US LLP.

CREDENTIALS

Education

Bachelor of Science in Accounting, University of Connecticut

Licenses

Enrolled Agent (EA), Internal Revenue Service

Get in touch with Kelly Caruso today.

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

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Get in touch with Kelly Caruso today.

Fill out the form below to get in direct contact with Kelly Caruso 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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