Taxes

• Tax Planning
  We are saddened to announce that our partner and friend, Bud Golditch, passed away on May 10th. Bud was a partner in our Woodland Hills, California office who helped clients in multiple industries with consulting, tax planning, and succession matters for more than 40 years. Read More
• Charitable Giving
• IRS Representation
  Assisting in the implementation of procedures to evaluate and monitor uncertain tax positions required by Fin 48, Accounting for Uncertain Tax Positions (UTP’s), including assistance in the evaluation of UTP’s on their technical merits
• Tax Services
  Government and quasi-government entities face a host of complex regulations. Citrin Cooperman’s Governmental Practice provides audit, accounting, consulting, and as applicable, tax services to federal, state, and local government and quasi-governmental entities. Our team has experience advising various authorities and agencies, including housing, public schools, finance, utilities, transportation and bridges, and other special-purpose entities, as well as counties, municipalities, towns, and cities.
• Tax Deductions
• Income Tax
  Professional services enterprises including law firms, marketing and consulting organizations, and staffing and recruiting entities have all turned to Citrin Cooperman through the years seeking our industry leading advice and business acumen. We are engaged with hundreds of clients, helping each to navigate income tax planning and compliance, financial statement preparation, M&A transaction advisory services, litigation and investigatory support, and business process outsourcing matters. We bring our deep knowledge of the professional services industry to you, allowing you to focus on what you do best, driving strategy and growth.
• Tax Return Preparation
• Business Tax Return Preparation

Investment

• Investment Management
  Citrin Cooperman’s Private Equity and Capital Markets Practice is comprised of highly experienced professionals who provide valuable insight and knowledge to help our clients navigate the complexities of a new administration and today’s global market, while driving the growth of their portfolios and funds. We advise private equity funds, portfolio companies, venture capital and buyout firms throughout the entire fund cycle. Our professionals work to steer all aspects of fund services, transaction advisory services, and portfolio management and compliance through a comprehensive suite of attest, tax, structuring, compliance, valuation, and business advisory services.
• Wealth Management
  The BPO team is comprised of experienced finance and IT professionals who specialize in delivering tailored outsourcing solutions to businesses across various industries. Our team works in tandem with other services provided by Citrin Cooperman, including tax advisory, wealth management, cybersecurity, transaction advisory, and more. The interplay of BPO, along with advisory services, allows us to add value to your business in a variety of ways

Accounting

• Accounting Services
  Attorneys and clients come to us when they need forensic accounting expertise to unearth the facts, e-discovery and data analytics to dissect the detail, analysis of accounting improprieties, or economic damages measurements in complex commercial disputes. Whether we’re engaged for a fraud investigation, accounting analysis, shareholder dispute, or damage analysis, our Forensic and Litigation Advisory Services team members will produce the answers you need so you can focus on what counts.
• Cash Flow Analysis

Planning

• Financial Planning
  Valuation Advisory Services (VAS) is focused on providing clear and understandable solutions to complex matters. Whether it is a merger or acquisition, estate and gift tax planning, corporate financial planning, financial reporting, tax compliance, or litigation, you can count on our team of analysts for a variety of purposes. From small-scale matters to highly complex issues, our Valuation Advisory Practice produces the answers needed, so you can focus on what counts. Get In Touch
• Asset Management
  Our experience with not-for-profit organizations of all shapes and sizes has given us insight into best practices, along with the ability to recognize opportunities for improvements that we openly share with our clients. Some challenges may be identifying funding sources, budgetary concerns, effective board governance, asset management, employee benefit/incentive programs, and financing needs. Our Not-For-Profit Practice teams have the diverse skills and experience to be a resource in all of these areas and more.