SPECIALISTS

Shellee D. Katz

Director, Citrin Cooperman Advisors LLC

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Experience

Shellee is a director based out of the White Plains, NY office. Shellee is an experienced professional with over 14 years of experience providing strategic tax, general accounting, business strategy, and operations consulting services to private clients in diverse industries. Some of Shellee's clients include medical and dental practices, vineyards and wineries, law firms, architects, limousine companies, insurance agencies, and high net worth individuals. Shellee works closely with business owners to help them meet their financial goals.

CREDENTIALS

Education

Bachelor in Business Administration in Accounting, SUNY University at Buffalo

Licenses

Certified Public Accountant in the State of New York

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

WORK-LIFE BALANCE

Community Involvement

Shellee is a volunteer with the Bedford Hills Elementary School Association.

Outside the Office

Outside of the office, Shellee enjoys spending time with her two young sons and her husband.

Get in touch with Shellee D. Katz today.

Fill out the form below to get in direct contact with Shellee D. Katz and start your personalized consultation journey.

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* 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.

I grew up watching my parents run their own business. Our dinner table conversations were about client service and I am thankful for that experience.

Get in touch with Shellee D. Katz today.

Fill out the form below to get in direct contact with Shellee D. Katz 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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icon WESTCHESTER: T: (914) 949-2990