Focus on what counts

Alex Serrano, CPA

Managing Partner, New Jersey Office

aserrano@citrincooperman.com
Education

Bachelor of Science in Accounting, Magna Cum Laude, Brooklyn College

Licenses

Certified Public Accountant in the States of New York and New Jersey

“Our winning strategy is summed up in the message at the core of our culture: to “Focus on What Counts” and continuously strive to grow in order to meet the goals of our clients, the firm, and personal ambitions.”

Alex Serrano is the office managing partner of Citrin Cooperman’s Livingston, New Jersey office. He is a strategic business consultant and tax advisor, and works with a wide range of industry clients to help them achieve their personal and professional goals.

Experience

Alex has spent over 30 years solving the tax planning and strategic problems of both closely held businesses and individuals, including representing their interests before the IRS and the state.

As a business consultant, Alex provides innovative advisory solutions for a range of strategic issues relating to structuring, growth, profitability, and tax planning. He is a skilled mergers and acquisitions specialist, and works with clients to examine the business and tax side of proposed deals, in order to gain financial insight and determine a deal's long-term viability. He is also a key advisor to clients regarding their trust, estate, and succession preparation as part of their overall strategic planning.

As the office managing partner, Alex oversees office operations, promoting operational excellence and managing the culture and organizational effectiveness of the New Jersey office. Alex is also a member of the firm’s Executive Committee.

Alex is fluent in Spanish and helps International Companies and Hispanic Companies expand their businesses in the US. Alex is frequently asked to be a featured speaker for industry and firm-sponsored events.  

Education & Licenses
Education

Bachelor of Science in Accounting, Magna Cum Laude, Brooklyn College

Licenses

Certified Public Accountant in the States of New York and New Jersey

Presentations & Publications

Featured in ROI-NJ, March 27, 2018 - "Are high-wealth clients coming out ahead despite loss of property tax deduction?"

Featured in COMMERCE Magazine, January 16, 2018 - "2018 Industry Trends and Predictions for New Jersey Business"

Featured in NJBIZ, February 27, 2017 - "Not Just Crunching Numbers"

Featured in COMMERCE Magazine, January 13, 2017 - "2017 Industry Trends and Predictions"

Featured in Daily Record, January 28, 2015 - "Alex Serrano Discusses Volunteering at the YMCA of the Oranges"

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New Jersey Society of Certified Public Accountants (NJCPA)

Member, New York State Society of Certified Public Accountants (NYSSCPA)

Member, Citrin Cooperman Executive Committee

Leader, Citrin Cooperman Scholarship Program

Vice Chair, Metro YMCA’s of the Oranges

Past Board Member, Board of Directors of the Hispanic Business Council

Past Board Member, Commerce and Industry Association of New Jersey (CIANJ)

Outside The Office

Alex resides in Morris County, New Jersey with his wife Josephine. He is a proud father of two children and grandfather of one. He loves the Jersey shore, and enjoys golf and “Brooklyn Bread.”

“Our winning strategy is summed up in the message at the core of our culture: to “Focus on What Counts” and continuously strive to grow in order to meet the goals of our clients, the firm, and personal ambitions.”