Citrin Cooperman is a professional services firm that helps companies and high-net-worth individuals develop solutions to support their short- and long-term goals. For more than 45 years, the firm has served clients across a broad range of industries, including financial services, healthcare, technology, construction, manufacturing and distribution, real estate, entertainment, and not-for-profit organizations.

Its services span assurance, tax, advisory, and technology. Clients can access financial statement and employee benefit plan audits, reviews, accounting advisory, tax compliance and planning, IRS representation, international and state and local tax services, and private client support, including trust and estate services. Advisory capabilities include transaction support, buy- and sell-side due diligence, valuation and forensic services, risk and cybersecurity, business management, and family office guidance. The firm also provides outsourced finance and accounting, business process outsourcing, managed IT, digital transformation, data integration, and AI consulting.

Citrin Cooperman supports technology platforms such as Intuit Enterprise Suite, Microsoft, NetSuite, Salesforce, Tipalti, Vena, and Workiva.