Citrin Cooperman

Helping Clients Stay Focused on What Counts for Over 45 Years

Accountant in Westerville, OH (show on map)

Citrin Cooperman offers comprehensive professional services including accounting, tax, advisory, and assurance across diverse industries.

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About

Citrin Cooperman & Company LLP and Citrin Cooperman Advisors LLC deliver a wide array of professional services including accounting advisory, tax advisory, assurance, risk advisory, transaction advisory, and technology platforms. Serving industries like cannabis, construction, financial services, healthcare, life sciences, manufacturing, not-for-profit, professional services, real estate, restaurants, and technology, the firm leverages expertise in areas such as AI solutions, digital transformation, cybersecurity, valuation, and transaction advisory services.

With a focus on advisory, assurance, enterprise, and tax solutions, Citrin Cooperman supports clients through strategic planning, risk management, and compliance, ensuring they stay focused on their core objectives.

AI Solutions and Consulting

Digital Services

Risk Advisory

Valuation and Forensic Services

Transaction Advisory Services

Workiva Solutions

Tax Services

Risk Solutions

Services

Accounting Advisory Services

Provides strategic accounting advice and support to clients across various industries.

Business Combinations Going Public Readiness Lease Accounting

AI Solutions and Consulting

Offers AI-driven solutions and consulting services to enhance business operations.

Audit & Attest

Provides audit and attestation services including financial statement audits and reviews.

Agreed-Upon Procedures Employee Benefit Plan Audits Financial Statement Audits Reviews & Compilations

Business Management and Family Office

Offers management consulting and family office services to optimize operations and wealth management.

Business Process Outsourcing (BPO)

Provides outsourcing services to streamline business processes.

IT and Managed Services

Digital Services

Delivers digital transformation and technology platform services.

Technology Platforms Digital Transformation Data Integration

Credentials & Certifications

AI Solutions and Consulting

Digital Services

Risk Advisory

Valuation and Forensic Services

Transaction Advisory Services

Workiva Solutions

Tax Services

Risk Solutions

Frequently Asked Questions

How can I set up recurring payments? +

Click here for more information about setting up a recurring payment.

What is the processing fee for credit card payments? +

Make payments with a credit card for a 3.5% processing fee or pay with a debit card for no additional processing fees.

How do I make a bank transfer payment? +

With our secure payment portal, verify your bank account access to make a bank transfer to make payments with no additional processing fees. Click here for more information about making secure payments with ACH / Bank Transfer.

Where should I send a check payment? +

To pay by check, please make your check payable to Citrin Cooperman and include the invoice number(s) and client ID. You can mail the check to: Citrin Cooperman & Company LLP Lockbox, P.O. Box 23945, New York, NY 10087-3945. Citrin Cooperman Advisors LLC Lockbox, P.O. Box 23946, New York, NY 10087-3946. Overnight/Courier Address: JPMorgan Chase - Lockbox Processing, Attn: Citrin Cooperman & Company LLP Lockbox & Box #23945, 4 Chase Metrotech Center, 7th floor East, Brooklyn, NY 11245. Attn: Citrin Cooperman Advisors LLC Lockbox & Box #23946.

How do I access the online payment portal? +

Make a Payment Details: Citrin Cooperman (CC) now delivers our invoices for payment electronically. Click the Pay Now button below to make a payment. Invoices and statements are email delivered from ebilling@citrincooperman.com. Note: Our invoice email(s) may look slightly different as we are using our new payment provider, Aiwyn (formerly Anduin), to facilitate online payments for our invoices. Please note ebilling@citrincooperman.com is a no reply email. For assistance accessing your online payment account, please reach out to support@aiwyn.ai for all online support concerns.

What should I do if I am not receiving invoice emails? +

Have your most recent contact information updated on your CC account. Safe list the email ebilling@citrincooperman.com at your company or personal email account. Check your junk, spam, or deleted folder.