Services

  • Accounting & Bookkeeping Businesses are required to show the health and vitality of their operations in dollars and cents. We help companies select the information that is relevant to the user and demonstrate its reliability. We don't just report results, but offer you fresh insight into what the data means. We'll also work with you to develop and strengthen the financial operations and accounting controls that are the underpinnings of those statements. These are the tools that help you run your business more efficiently and profitably.
  • Audit & Accounting Audits aren't just for regulators, bankers, audit committees and business partners, they’re valuable management tools. In addition to opining on financial statements, we offer our clients valuable insight and advice about internal controls and business practices so their businesses runs more smoothly – and more profitably.
  • Budgets & Projections We can help you develop realistic projections on the returns you may expect from a new investment – and work with you to develop a budget to account for the associated expenses.
  • International Tax We provide strategic tax planning and compliance advice to a multi-national client list of high net worth individuals and privately owned businesses.
  • Representation and Tax Examination
  • State and Local Tax (SALT) Citrin Cooperman’s State and Local Tax (SALT) group is comprised of professionals that are recognized state and local tax experts that can help both individuals and businesses navigate the multi-faceted area of state taxes. Our areas of expertise include: Income Tax, Sales Tax, Payroll tax, Personal Property Tax, Credits and Incentives, Gross Receipts Tax and Unclaimed Property.
  • Tax Compliance & Reporting Establishing, running, and expanding a business each brings a new set of tax considerations and, generally speaking, new complications. Our professionals are recognized for their expertise in devising tax strategies and responding quickly to the opportunities and challenges that emerge. We are experienced in serving clients with a broad range of tax structures, including corporations, partnerships, trusts and estates, foundations, and non-profits.
  • Tax Research and Strategic Planning Your business and personal tax obligations can be approached in many ways. We help clients find the right strategies for their business and personal circumstances. It starts with researching your particular business situation: where the company operates, how it’s structured, and what stage it's at in the business life cycle. We advise entrepreneurs launching new businesses, as well as owners who are ready to sell. At each stage, we’re carefully considering your alternatives and work with you to develop a sound strategy for meeting your tax obligations.
  • Trust and Estate Planning Planning for the distribution of your estate can be a daunting task. Complex laws and tax rules surrounding trusts, estates and inheritances require careful planning and sometimes, tough decisions. Our professionals have years of experience in helping clients effectively arrange for their desired legacy to pass on to families and charities. We can look at your financial situation in the immediate and long-term to help you understand the impact of your decisions on your estate and your future beneficiaries.
  • Business Consulting These businesses – the majority of our clients – face unique challenges throughout their life cycle. Our partners specialize in guiding you through the start-up stage all the way through to sale or succession. We'll offer you guidance on how to boost profits, secure financing and run your operations more efficiently.
  • Business Management & Family Office With privacy at the heart of every matter, our Business Management and Family Office Group is dedicated to providing sound financial and business guidance for high-profile individuals and their families.
  • Corporate Governance Corporate governance programs aren't just for corporations that need to meet Securities Exchange Commission requirements or comply with the Sarbanes-Oxley Act. And it's a discipline that allows companies to avoid unnecessary risks or losses and boosts bottom line profitability. Our professionals are experienced in developing programs that enhance internal controls, drive your employees' behaviors, and fit your organizational resources.
  • Employee Benefit Plans Citrin Cooperman has an employee benefit plan practice with the depth and breadth of knowledge and resources to ensure audits of employee benefit plans are performed in an efficient and cost effective manner, year after year. The firm currently serves over 80 plans in the regional tri-state area.
  • Film Production Tax Incentives When it comes to building a financial budget for your production, tax incentives are a critical component, leaving no room for error. Neglecting to take advantage of a program or misinterpreting statutory requirements can significantly increase the cost of your production.
  • Financial Crisis Solutions Citrin Cooperman is dedicated to helping companies manage dynamic growth and prepare for the inevitable economic storm. When a crisis does hit, it's often a combination of external and internal factors striking at the same time. We start an engagement by closely examining your financial condition, including your capital strength, liquidity, and financing. We can then recommend a course of action and help you consider your choices from a variety of viewpoints.
  • Internal Controls Every business needs and resources are different. By combining our knowledge of business risks with our experience of internal control practices, we can help owners assess key areas of risk, evaluate their current controls, and implement appropriate changes.
  • Mergers & Acquisitions An objective perspective and deep industry experience can be invaluable in considering an acquisition to grow your business. Our M&A professionals can help you find candidates that are a good strategic fit, qualify the best options, and structure the final deal. We work with you throughout the transaction process, and can assist you in completing due diligence, negotiating terms, reviewing contracts, and determining tax structure. When the deal has been completed, we can help you integrate new acquisitions or handle divestitures.
  • Profitability Enhancement A business review also gives you the opportunity to benchmark your performance against the industry and your competitors. Our depth of industry experience ensures that the benchmarks and goals we advise are achievable and align with your long-term business strategies.
  • SEC Solutions Citrin Cooperman can guide you through the process of financial reporting and assure you that financial information and the audit happens efficiently for everyone involved. We service a variety of clients including: public companies, venture capital funds and their start-ups, private equity funds, companies preparing to go public, companies going through mergers or acquisitions, to name a few.
  • Strategic Planning We’ve been working with clients since 1979 as strategic confidants, and share our expertise, network of resources, and experience working with other clients to help you solve problems and meet challenges.
  • Valuation and Forensic Services Often times our clients come to us when they are challenged by a dispute and seeking evidence to support or rebut a decision. In the midst of turmoil or during a critical transaction, we are here to provide you with the truth only numbers tell.

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Categories

  • Financial
  • Accounting And Bookkeeping