NEW YORK: T: (212) 697-1000
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Experience
Francesca is a CPA and director in Citrin Cooperman’s Tax practice based out of the New York office. She has over 35 years of professional experience advising on tax compliance and multigenerational planning for trust and estates, private foundations, and high net individuals and their trusts.
Francesca provides a wide variety of services, including planning and reviewing individual income tax returns, federal gift and estate tax returns, reviewing wills and trust agreements, as well as collaborating with attorneys, executors, trustees, financial advisors, and other professions on issues concerning tax matters. Francesca has experience in sophisticated methods to minimize taxes, among them sales to grantor trusts, qualified personal residence trusts, charitable trusts, and grantor retained annuity trusts (GRATS)
Prior to Citrin Cooperman, Francesca worked at RSM as a senior director.
CREDENTIALS
Education
Bachelor of Business Administration in Accounting, Magna Cum Laude, Iona College
Licenses
Certified Public Accountant in the State of CT
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, CT Society of Certified Public Accountants (CTCPA)
WORK-LIFE BALANCE
Outside the Office
Francesca enjoys traveling with friends and family, spending time at the beach and reading. She also enjoys exercising on her Peloton bike or at Orange Theory and walking with her dog, Lily. She is an avid golfer and was lucky enough to get a hole in one.
Get in touch with Francesca Zeiss today.
Fill out the form below to get in direct contact with Francesca Zeiss and start your personalized consultation journey.
Get in touch with Francesca Zeiss today.
Fill out the form below to get in direct contact with Francesca Zeiss and start your personalized consultation journey.