SPECIALISTS

Scott Sanders

Partner, Citrin Cooperman Advisors LLC
Partner, Citrin Cooperman & Company, LLP

Scott Sanders Desktop

Experience

Scott Sanders is a partner at Citrin Cooperman specializing in the manufacturing, public relations, real estate, restaurant, jewelry, and retail industries. He has built an extensive portfolio of diversified clients, including high-net-worth individuals and closely held businesses.

Scott has extensive experience in providing services to high-net-worth clients which include tax planning, trust, and estate planning, tax return preparation and compliance, family office services, and surrogate accounting for the courts. He works closely with clients, trust and estate attorneys, and fiduciaries, consulting on all aspects of federal, state, and local income taxation for corporations, individuals, and trusts and estates.

Scott is a graduate of Queens College, New York, and earned a Bachelor of Arts in Accounting. Scott is a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey State Society, and the New York State CPAs, and is the past president of the NYSSCPA-Nassau Chapter. Scott retains his license as a CPA in both New York and New Jersey.

Prior to his role at Citrin Cooperman, Scott was a partner at Gettry Marcus, CPA, P.C. which joined Citrin Cooperman in 2023.

CREDENTIALS

Education

Bachelor of Science in Accounting, Queens College

Licenses

Certified Public Accountant in the State of New York

Certified Public Accountant in the State of New Jersey

Certified Financial Planner

  • Certified Financial Planner Board of Standards

Personal Financial Specialist

  • The American Institute of Certified Public Accountants

Certified Fund Specialist

  • The Institute of Business and Finance

Charted Global Management Accountant

  • The American Institute of Certified Public Accountants

Financial Industry Regulatory Authority (FINRA)

  • Licensed Series 6, Series 7, Series 24, Series 26, Series 65 and Series 65 in FL, NC, NJ, and NY

Investment Advisory Representative (IAR)

  • Investment Advisor Representative under broker-dealer RIA

Insurance

  • Licenses for Life, Accident and Health from CT, FL, NJ and NY

Notary Public

  • New York State

Qualified Guardian

  • Nassau Academy of Law; completed course “Guardianships Under Article 81,” 2002

Qualified Trustee

  • Nassau Academy of Law, completed course, “Qualified Supplemental Needs Trustee Under Part 36,” 2003

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New Jersey Society of Certified Public Accountants (NJCPA)

Member, New York State Society of Certified Public Accountants (NYSSCPA)

  • Former president of NYSSCPA-Nassau Chapter
  • Former Member, NYSSCPA-Nassau Chapter, Advisory Committee
  • Member, NYSSCPA-Nassau Chapter, Membership Committee

Member, Estate Planning Council of Long Island

Member, National Association of Tax Professionals

Member, National Alliance of Trust and Estate Professionals

Member, Financial Planning Association (FPA – formerly IAFP)

  • Board Member, Long Island Chapter
  • Treasurer, Long Island Chapter
  • Former Member, Membership Committee

Member, National Conference of CPA Practitioners (NcCPAP) – Nassau County

  • Former Treasurer
  • Former Executive Vice President

Member, Long Island Cabinet of the State of Israel Bonds

  • Former Board Member

Former Member, Long Island Advisory Board of USA Bank, Port Chester, NY

Former Member, Attorney/Accountants Networking Group (AANG)

Former Board Member, American Culinary Federation – Long Island Chapter

Honors & Awards

Distinguished Service Award, 2016

  • New York State Society of CPAs (NYSSCPA)

Presentations & Publications

“Internal Revenue Tax Laws,” American Express Financial Advisors, Inc.

“Employee Documentation: Handbooks and Record-Keeping Requirements,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Preparation of CPA Engagement Letters,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Internal Policies and Procedures,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Billing, Collections and Accounts Receivable Issues,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Ancillary Niches to Your CPA Practice,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Adding Financial Planning Service to Your Practice,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“What Keeps You Up at Night in Your CPA Practice,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Organization and Assignment of Responsibilities and Strategic Planning,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Marketing Your CPA Services,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Purchases and Mergers of an Accounting Practice” “Business Success Planning,” NCCPAP Long Island Tax Practitioner Symposium, 2006 & 2005

“1040 & 1120 – Road Map to Financial Planning,” NCCPAP Long Island Tax Practitioner Symposium, 2006 & 2005

WORK-LIFE BALANCE

Community Involvement

Scott regularly lends his support to Sunrise Day Camp, the only dedicated summer day camp in the nation for children with cancer and their siblings.

Outside the Office

Scott enjoys spending time with his family, going sightseeing, trying new restaurants and seeing Broadway shows.

Get in touch with Scott Sanders today.

Fill out the form below to get in direct contact with Scott Sanders 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.

Get in touch with Scott Sanders today.

Fill out the form below to get in direct contact with Scott Sanders 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.

Scott Sanders Desktop
Home Office
icon LONG ISLAND Suite 401: T: (631) 930-5000