SPECIALISTS

Andrew T. Bolinger

Partner, Citrin Cooperman Advisors LLC

Andrew Bolinger

Experience

Andrew is a partner in the firm’s Private Client Services Practice, whose tax expertise is wide-ranging and includes providing tax saving strategies and compliance services for estates, trusts, individuals, and business entities, while also representing clients in federal and state examinations and negotiations.

Andrew has monitored developments in the increasingly complex area of state and local tax laws and worked with clients to implement proactive strategies to manage exposure and lower the costs of conducting business on a multistate basis. In addition to his experience working with domestic clients, he provides consulting and tax compliance services to international clients. Andrew works with clients on tax-saving strategies and compliance related to outbound and inbound transactions in order to implement and maintain a tax-efficient cross-border structure.

Specializing in trust and estate tax advisory, Andrew provides comprehensive consulting on complex estate and trust administrations. Areas of focus include fiduciary income tax compliance, estate and gift tax compliance, strategic wealth transfer planning, and guidance for executors and trustees navigating intricate tax and legal requirements. With expertise in multi-jurisdictional estates, charitable planning, and ultra-high-net-worth family structures, Andrew provides tailored solutions that balance compliance and ongoing administrative costs with long-term wealth preservation and income tax optimization to accomplish the client’s goals.

Previously, Andrew was a partner at Gatto, Pope & Walwick, LLP (GPW), which joined Citrin Cooperman in 2025.

CREDENTIALS

Education

B.A. in Accounting and Business Administration, Magna Cum Laude, Point Loma Nazarene University

Licenses

Certified Public Accountant in the State of California

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, California Society of Certified Public Accountants (CalCPA)

Board Member, Promises2Kids

Member, North County Estate Planning Council (NCEPC)

Honors & Awards

“Best-in-State CPAs,” Forbes, 2025

“Top 200 CPAs,” Forbes, 2024

WORK-LIFE BALANCE

Outside the Office

In his spare time, Andrew enjoys golfing and spending quality time with his two children.

Get in touch with Andrew T. Bolinger today.

Fill out the form below to get in direct contact with Andrew T. Bolinger and start your personalized consultation journey.

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Get in touch with Andrew T. Bolinger today.

Fill out the form below to get in direct contact with Andrew T. Bolinger and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Andrew Bolinger
Home Office
icon SAN DIEGO Suite 1200: T: (619) 282-7366