SPECIALISTS

Monika Yadav

Director, Citrin Cooperman Advisors LLC

Experience

Monika is a director in Citrin Cooperman’s Commercial Tax Services Practice. Monika is an experienced professional with over 17 years of providing tax compliance services to not-for-profit organizations throughout their life cycle, including preparation and review for Form 990, 990-PF, 990-T, and Forms 1023/1024 to support applications for exempt status.

Monika is an Enrolled Agent (EA), providing tax services to a wide variety of not-for-profit organizations, including major health systems, charitable organizations, private foundations, educational institutions, and pension funds. With over 17 years of experience serving a variety of tax-exempt clients, Monika has become knowledgeable about tax-exempt issues, planning, and compliance. Monika has advised tax-exempt clients on a variety of issues, including public charity status, maintaining tax-exempt status, unrelated business income tax, executive compensation matters, IRS examinations, and the implications of alternative investments. By being connected, responsive, and insightful, Monika considers herself not only a tax advisor but also a business advisor to her clients.

Prior to joining Citrin Cooperman, Monika worked as a Senior Manager within the Big 4 and served a variety of tax-exempt clients.

CREDENTIALS

Education

Bachelor of Commerce, St. Ann’s College for Women, Osmania University, Hyderabad, India

Post Graduate Diploma in Business Management, Osmania University, Hyderabad, India

Licenses

Enrolled Agent (IRS)

WORK-LIFE BALANCE

Community Involvement

Monika was active with ‘Bring a Smile Foundation,’ a Hyderabad (India) based NGO, primarily through participation in blanket drives and food and clothing distributions, and personally helped to obtain the necessary funds to cover the tuition fees for 25 Indian orphans. Member of ‘Ascend-Midwest chapter.’ Ascend is the largest global network advancing Pan-Asian professionals in the workplace. Their mission is to build community and ignite change by developing, elevating, and empowering the Asian and Pacific Islander (API) leaders for tomorrow.

Outside the Office

Monika loves to cook and try out different dishes for her family. Jack of many trades but master of none, Monika loves to explore various creative things like painting, knitting, sewing, etc. Monika also loves adventurous activities that challenge her, such as skydiving!

Get in touch with Monika Yadav today.

Fill out the form below to get in direct contact with Monika Yadav and start your personalized consultation journey.

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Tax-exempt organizations already possess the best tax planning there is so I strive to ensure that they remain compliant while enhancing their ability to execute upon their mission.

Get in touch with Monika Yadav today.

Fill out the form below to get in direct contact with Monika Yadav 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.

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