Financial Services

Focused on a Return on Your Investment

The financial markets are fast-paced and constantly evolving. They’re also facing increasing regulatory scrutiny. Financial service firms need clear advice from their accountants and business consultants to navigate new regulatory requirements and meet their tax obligations.

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How Citrin Cooperman Can Help

Today’s business environment presents new challenges and demands at a more rapidly evolving pace than ever. Financial service firms need clear advice from their accountants and business consultants to navigate new regulatory requirements and meet their tax obligations. In this current climate, it is critical to work with a dedicated team of professionals that understands your unique needs and stays current on the latest industry developments to help your business continue to grow and succeed. We provide services to many businesses in the financial services industry, including:

Core Services

Core Services
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Specialty Services

In addition to our core assurance, tax, and advisory services, we also provide:

  • Surprise custody examinations
  • Performance examination reports
  • Audits of financial statements pursuant to SEC Rule 17a-5
  • Compliance exams
  • Compensation and fee structure agreements
  • SSAE 18 System and Organizational Controls (SOC) reports
  • Punctual K-1 delivery to partners
  • Innovative securities transaction tax planning
  • Preparation of partnership economic and tax allocations
  • Review of uncertain positions
  • Management fee and incentive allocation structure consulting
  • Cost allocation studies
  • Organizational structure set up
  • Regulatory advisory services

Our Financial Services Specialists are here to help.

Get in touch with a specialist in your industry today.