SPECIALISTS
Mary Eileen Vitale
Managing Director, Citrin Cooperman Advisors LLC
Experience
Mary Eileen is a managing director in Citrin Cooperman’s Commercial Tax Services Practice with over 40 years of experience in public accounting. She is based out of the Woodmere, OH office. Mary Eileen holds the appellation CERTIFIED FINANCIAL PLANNER™ Professional and ACCREDITED ESTATE PLANNER® designation. She advises high net-worth individuals and employee benefit plans. Mary Eileen also advises family-owned businesses and trusts. She is a frequent speaker on estate, financial planning, and other various tax topics.
In addition to business and individual tax planning, Mary Eileen is knowledgeable in employee benefits, retirement benefits, trusts, and closely held businesses and assists clients with financial planning and estate planning.
CREDENTIALS
Education
Bachelor of Science in Business Administration, Accounting from John Carroll University
Licenses
Certified Public Accountant in the State of Ohio
Certified Financial Planner
Accredited Estate Planner
Licensed Insurance Agent, Life and Heath – Ohio
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Estate Planning Council of Cleveland
Member, Ohio Society of CPAs - Former Member, Education Services Advisory Council, Past President, Cleveland Chapter, Former Cleveland Chapter Treasurer, Secretary and Director, Former State Public Practice Executive Council Chair, Former State Director, Former Director, Executive Board, Former Member, Nominating Committee, State Finance Committee, State Committee of 50, Member CAC
Former Cleveland Leadership Board, American Diabetes Association
Diamond Advisory Group Member, University Hospitals Health Care System
Member, Tax Club of Cleveland - Past President, Former Vice President and Treasurer
Member, Estate Planning Council of Cleveland - Former committee member
Former Board Member, Pets for the Elderly Foundation
Treasurer, Florida Keys History of Diving Museum
Honors & Awards
Voted one of Ohio’s Most Influential CPAs in 2008 - OSCPA
WORK-LIFE BALANCE
Community Involvement
Mary Eileen is a Lector at St. Albert the Great Church.
Outside the Office
Mary Eileen enjoys spending time with her husband, two children, and golden retriever. She enjoys sewing, biking, traveling, cooking, and reading.
Get in Touch with Mary Today
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