Focus on what counts

Our Story

Who We Are

Focus on What Counts

It’s not easy running a business — long hours, tough decisions and increasingly complex challenges fill your days. Citrin Cooperman understands this. We can help you examine your business's financial structure and provide new perspectives on the strategies that will help you succeed.

We are a top-25 nationally recognized full-service assurance, tax, and advisory firm with offices conveniently located throughout the Northeast. Since 1979, we have steadily built our business by helping companies and high net worth individuals find smart solutions. Whether your operations and assets are located around the corner or across the globe, we can provide new perspectives on strategies that will help you achieve your short- and long-term goals.

Dedicated to Solutions

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're driven to meet this mission by our passion for providing clients with an objective viewpoint and insightful advice on whatever challenges they bring to the table. Finding innovative solutions is what drives our professionals and helps our clients succeed.

The Evolution of Citrin Cooperman
1979
Citrin Cooperman Is Founded

Citrin Cooperman is founded by Niles Citrin and Joel Cooperman and sets up shop in New York City.

1980 - 2000
Growing, moving, and expanding

Over the next two decades, six firms joined and Citrin Cooperman moves to its current NYC headquarters location at 529 Fifth Avenue and the Firm opens an office in New Jersey.

2001 - 2010
Aggressive Growth

Citrin Cooperman sees aggressive growth as 16 firms joined and 4 new locations open in White Plains, NY; Philadelphia, PA; Norwalk, CT; and Grand Cayman. Citrin Cooperman Wealth Management, LP is formed, the SALT Practice is launched, and the Firm joins Moore Stephens, a worldwide association of independent accounting and consulting firms.

2011 - 2015
Revenue hits milestone high

In 2011 firm revenue exceeded $100M for the first time. Six new firms joined with Citrin Cooperman. CC Employee Benefits, LLC is formed and three new locations opened in Long Island, NY; Bethesda, MD; and India.

2016
Paving the path forward

The partners and staff of 2 new firms joined with Citrin Cooperman and three new locations are opened in Braintree, MA; Woburn, MA; and Providence, RI. Apexium Financial LP is formed and the Firm also welcomes a new Co-Leader of the Firm’s Health Care Practice.