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About
CPA and Tax Supervisor at Citrin Cooperman’s Chicago office, focused on real estate partnerships and high-net-worth individuals. Most of my work is multistate 1065 and 1120S compliance: PTE elections, composite returns, and nonresident withholding across 15-plus states. I handle Illinois PTE credit and IDOR notice matters often enough to know where the rules bite, and I build my own AI tax skills for trial-balance prep and refinancing workpapers in CCH Axcess. I’d like to verify US state-level skills, starting with Illinois and the multistate partnership elections where AI guesses wrong without a written rule to follow.
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Reviewing reference rules — not signing returns.