We run a family real estate business, and have been working with Ed Roberts and his assistant Joann Heinrich at Citrin Cooperman for several years. After switching accountants several times over the years due to our complicated affairs, we have finally found a team who has the combination of personal service, level of competency, and breadth of experience we need. We have successfully worked with them on a wide variety of issues: everything from monthly bookkeeping of our several different corporate entities; payroll; shareholder withdrawals; payroll tax deposits; annual corporate, personal, and trust tax returns; financial, retirement and estate planning; gifting and business succession planning; and high quality property valuations for IRS discounting and gift tax preparations. They either have excellent in-house help or can refer to others (for example, estate planning attorneys) who also do excellent work. Additionally, they are a pleasure to work with -- easy to reach despite their large size, friendly, knowledgeable and reliable. We can't recommend them highly enough!