Citrin Cooperman Advisors Llc

Citrin Cooperman Advisors LLC is a prominent professional services firm specializing in tax, advisory, and business consulting services. Established in 1979, the firm has grown to become a trusted partner for private, middle-market businesses and high-net-worth individuals across various industries.

Comprehensive Service Offerings

Citrin Cooperman provides a wide array of services tailored to meet the unique needs of its diverse clientele:

• Tax Services: The firm offers commercial and international tax services, ensuring compliance and strategic tax planning to optimize financial outcomes.
• Business Management and Family Office: Emphasizing privacy, Citrin Cooperman offers financial and business guidance tailored to high-profile individuals and their families, including wealth management, trust and estate planning, and royalty inspection.
• Accounting Advisory Services: The firm focuses on current, proposed, and future regulations affecting businesses, providing tailored solutions to enhance investor confidence and improve financial performance.
• Business Consulting: Citrin Cooperman offers transformational advice, identifying value propositions and developing strategies with leadership teams to address challenges and seize opportunities.
• Private Client Services: The firm provides bespoke services for high-net-worth individuals, offshore voluntary disclosure initiatives, and private client tax compliance.
• Staffing Industry Services: As the nation's largest provider of accounting, tax, and business advisory services to the staffing industry, Citrin Cooperman serves over 200 clients with income tax consulting, financial statement preparation, and business advisory solutions.

Strategic Growth and Expansion

In July 2024, Citrin Cooperman expanded its presence in the New England region by acquiring substantially all the assets of S&G LLP, a Worcester, MA-based assurance, tax, and advisory firm.

This acquisition added five partners and over 30 professionals, enhancing the firm's capabilities and client service in the area.

Office Locations

Citrin Cooperman operates numerous offices across the United States, including:

• New York, NY (Headquarters): 50 Rockefeller Plaza
• Massachusetts: 100 Front St, 16th Floor, Worcester, MA 01608
• California: 5411 Avenida Encinas Suite 110, Carlsbad, CA 92008
• Florida: 355 Alhambra Circle Suite 900, Coral Gables, FL 33134
• Illinois: 123 North Wacker Drive Suite 1400, Chicago, IL 60606
• Maryland: 2 Bethesda Metro Center Suite 910, Bethesda, MD 20814
• New Jersey: 180 Park Avenue Suite 200, Florham Park, NJ 07932
• Pennsylvania: 1650 Arch Street Suite 2700, Philadelphia, PA 19103
• Rhode Island: 500 Exchange Street Suite 9-100, Providence, RI 02903
• Virginia: 7900 Westpark Drive Suite A220, McLean, VA 22102
• Massachusetts additional location: Worcester, MA, USA

These locations enable Citrin Cooperman to provide localized services while leveraging its national expertise to meet the diverse needs of its clients.

With a commitment to excellence and a client-centric approach, Citrin Cooperman Advisors LLC continues to be a leading provider of professional services, delivering innovative solutions and strategic guidance to help clients achieve their financial and business objectives.