Citrin Cooperman
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Tax Research and Strategic Planning

Every big step in your business or personal life is going to affect your taxes. Why not plan for it?

Your business and personal tax obligations can be approached in many ways. We help clients find the right strategies for their business and personal circumstances.

It starts with researching your particular business situation: where the company operates, how it’s structured, and what stage it's at in the business life cycle.  We advise entrepreneurs launching new businesses, as well as owners who are ready to sell. At each stage, we’re carefully considering your alternatives and work with you to develop a sound strategy for meeting your tax obligations.

Our Tax Research and Strategic Planning services include:

  • Tax research
  • Tax strategies
  • Tax implications of mergers and acquisitions
  • Business valuations
  • Forensic accounting
  • Insurance review and recommendations
  • Start-up assistance
  • Estate and retirement planning
  • Internal controls
  • Benchmarking


Service Overview