Who We Are
Citrin Cooperman is one of the nation’s largest professional services firms, whether you are an entrepreneur, a middle-market company, or a global publicly-traded conglomerate, we provide access to top-tier professionals who strive to understand a company’s differentiators and goals, specializing in going beyond the core compliance functions to provide valuable insight on key business decisions
Our daily mission is to enhance the businesses and personal lives of our clients through our services, guidance, and enthusiasm for building long-standing relationships. We are dedicated to providing clients with an objective viewpoint and insightful advice on whatever challenges they bring to the table
Focused On Finding Innovative Solutions to Help Our Clients Succeed
What makes us different?
Engagement team continuity and partner face-time
Team continuity is a pillar of our service model, allowing our clients to have minimal disruptions during the engagement while maximizing efficiency Our teams are carefully selected to best serve the needs of each client, with an emphasis on providing one-on-one time with partners
Customized solutions
Citrin Cooperman offers tailored solutions unique to each client's specific needs. Since our inception, we have worked with a diverse client base, providing specialized services and solutions to help our clients meet their goals
Commitment to the growth of our professionals
Our approach to impeccable client service starts with the dedication to professional growth and happiness of our team We strive to ensure that our professionals are inspired and motivated with the tools and mentorship necessary to advance in their careers
Speed and agility to make decisions and resolve issues
Our model of team continuity, deep partner involvement, and commitment to effective communication allows us to quickly respond to our clients, make decisions, and resolve issues efficiently
Practical, scalable, and actionable solutions
We focus on innovative and efficient methods to address our clients' needs Our teams are laserfocused on addressing our clients' goals by providing practical, sustainable solutions to help their businesses succeed
Industry Expertise
Citrin Cooperman’s dedicated Not-For-Profit Practice, which consists of professionals with significant industry expertise and technical knowledge, addresses the unique financial and business needs of not-for-profit organizations When you need a highly-specialized service, you can count on our team to develop innovative solutions and strategies to help your organization succeed We are committed to serving as a valuable resource to you when it comes to compliance and governance issues so you can focus on success In addition to our dedicated industry practice, Citrin Cooperman also has a deep bench of professional financial and business advisory services to help support your organization and its assets from all angles. Our advisory services range from general consulting and technology/risk advisory consulting, all the way to wealth management and transaction specialty services
Citrin Cooperman is one of the nation’s largest professional services firms Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations and professional standards.
ASSURANCE
• Audit, Review & Compilation of Financial Statements
• Accounting Policies & Procedures
• Agreed-Upon Procedures
• Single Audits
• Governmental Audits
• HUD Audits
TAX SERVICES ADVISORY SERVICES
• Tax Preparation & Business Compliance
• Tax Planning & Strategy
• International Tax Services
• Unrelated Business Income Tax Strategy
• State & Local Tax Planning
• Business Management and Family Office
• Business Process Outsourcing
• Digital and Cloud Services
• Valuation and Forensic Services
• Transaction Advisory
• Risk Advisory
• Professional and trade associations
• Social service organizations
• Health & human services
• Higher education
• Low-income housing entities (HUD)
• Cultural and arts organizations
• Private and public foundations
• Member organizations
• Religious organizations
• Crisis and intervention organizations
• Research and scientific organizations
• International organizations
• Global charities and NGOs
INDUSTRY EXPERIENCE
Assurance Services
• Enterprise Risk Management
• Cybersecurity Threat and Vulnerability
• Business Applications and Implementation
• CFO Solutions and Technology
• Data, AI, and Integration
• Digital Transformation
• IT & Infrastructure –Cloud Solutions
• Managed Application Services
• Outsourced/Co-Sourcd Accounting Services
• CFO Services
• Outsourced Information Technology
• Operational Process Improvement
• Strategic Budgeting
E: ibarnett@citrincooperman.com Jenny Herrera
• Forensic Accounting
• Economic Damage Analysis
• Fraud Investigations
• Insurance Claim Analysis
• Intellectual Property Disputes
• Internal Investigations
• White Collar Crime Investigations
jlesovitz@citrincooperman.com
Izett Barnett
Thought Leadership
Our goal is to add value by providing advice and recommendations that improve efficiency and sustainability, and ultimately supports the organization in meeting its mission.
Articles and a listing of upcoming events are available on our website by clicking on the “Insights” Tab.
✓ Sector Related THOUGHT LEADERSHIP
✓ Resource center
✓ BOARD GOVERNANCE
✓ Tax Alerts
✓ RETIREMENT PLAN Alerts & Articles
✓ EDUCATIONAL SEMINARS AND ROUNDTABLES
✓ Webinars & Podcasts
Affiliations
Citrin Cooperman partners and principals across the firm are actively involved in various professional associations, organizations, and their respective committees While uncommon among accounting firms, we believe that active participation on boards of local not-for-profit organizations and national associations enhances our ability to serve our not-for-profit clients and demonstrates our commitment to providing excellent service to the not-for-profit industry
As further evidence of our commitment to the not-for-profit community, Citrin Cooperman is an active member in various local and national organizations, including those displayed below
Firm Solutions
At Citrin Cooperman, we offer a wide range of advisory, assurance, and tax services to meet the needs of our clients.
ADVISORY
Business Management and Family Office
Outsourced Solutions
Digital and Cloud Services
Risk Advisory
Transaction Advisory Services
Valuation and Forensic Services
TAX
TAX SERVICES FOR BUSINESSES
Federal Tax Services
State and Local Tax Services
Income Tax Accounting Services
International Tax Services
Federal Credits & Incentives Services
ASSURANCE
Audit and Attest
• Agreed-Upon Procedures
• Employee Benefit Plan Audits
• Financial Statement Audits
• Reviews and Compilations
Audit and assurance services are provided by Citrin Cooperman & Company, LLP.
TECHNOLOGY PLATFORMS
• NetSuite
• Microsoft
• Salesforce
• Vena
• Additional Software Platforms
TAX SERVICES FOR INDIVIDUALS
Global Private Client Services
• Family Office
• Private Foundations & Charitable Giving
• Trust & Estate Planning
• U.S. International Tax & Global Reporting
• U.S. Income Tax Planning & Advisory
Accounting Advisory Services
• Business Combination Accounting
• IPO Readiness
• Lease Accounting Assistance
• Revenue Recognition Consulting
• System and Organizational Controls (SOC) Reporting
• Technical Accounting Advisory
Industries We Serve
Citrin Cooperman has deep industry knowledge to understand the unique challenges and issues facing management and stakeholders operating in that space. We have dedicated teams for a broad range ofindustries.
Our industry practicesinclude:
Automotive Dealerships
Cannabis Advisory Services
Construction
Digital Asset
Entertainment, Music, and Sports
Financial Services
• Broker-Dealers
• Hedge Funds
• Independent Sponsors
• Private Equity
Franchising
Government Contracting
Healthcare
Manufacturing and Distribution
• Consumer Products and Retail
• Distribution and Logistics
• Food and Beverage
• Industrial Products
• Manufacturing Not-for-Profit
• Governmental
Professional Services
• Architecture and Engineering
• Law Firms
• Marketing Agencies
• Staffing
Real Estate
Restaurants and Hospitality
• Hotel & Lodging
Technology
• SportsTech
"A not-for-profit organization's success should be measured on its ability to deliver on its mission and its impact on the lives of those it serves.“
-John Eusanio
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs The two firms operate as separate legal entities in an alternative practice structure The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL) All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them Published 2025