Business Details
Expert Accounting and Advisory Services Nationwide
Cohen delivers specialized accounting, tax, and advisory services tailored to private companies, public and private funds, advisers, fund service providers, and Fortune 1000 enterprises. With a national presence and decades of collective experience, our team prioritizes understanding client-specific compliance needs, tax strategies, and business challenges. Our assurance practice addresses intricate regulatory requirements, while our tax specialists navigate federal, state, and local tax laws with precision. The advisory team provides strategic guidance for business valuations, transactions, and operational balancing acts. Operating through an alternative practice structure, we maintain independence across attest services, tax consulting, and business advisory divisions.Our professionals combine technical excellence with industry-specific insights to maximize opportunities and mitigate risks for clients. With offices in 15 major U.S. markets, we offer personalized attention backed by national-level expertise. Our commitment to continuous learning ensures clients receive up-to-date perspectives through thought leadership, events, and publications. We serve as trusted partners for organizations seeking to navigate complex financial landscapes effectively.
Services
Assurance Services
Tax Services
Advisory Services
Business Valuations
Outsourced Accounting
Highlights and features
- We provide tailored solutions for private companies and Fortune 1000 enterprises
- Our team combines national-level expertise with personalized attention
- We maintain independence across attest, tax, and advisory service lines
- Our alternative practice structure follows AICPA Code of Professional Conduct
- We operate 15+ offices across major U.S. metropolitan markets
Associations and certifications
- AICPA
Services
Assurance Services
Our assurance practice specializes in meeting compliance needs for private companies and investment entities. We conduct employee benefit plan audits, internal control assessments, and investment company audits with technical precision. Our certified professionals deliver reliable financial reporting and risk management solutions tailored to each client's specific regulatory requirements.
Tax Services
We provide comprehensive tax solutions for businesses and individuals, covering federal, state, and local tax regulations. Our specialists offer investment company tax planning, transaction tax strategies, and compliance services. The team stays current with evolving tax laws to optimize clients' tax positions while maintaining full regulatory compliance.
Advisory Services
Our advisory team offers strategic guidance for business valuations, transaction planning, and operational challenges. We help owners, management teams, and investors navigate complex decisions with data-driven insights. Services include digital finance solutions, litigation support, and outsourced accounting tailored to specific business needs.
Investment Company Audits
Specialized audit services for investment companies ensure compliance with industry-specific regulations. Our experienced professionals conduct thorough examinations of fund financial statements, internal controls, and reporting procedures. We serve both public and private funds with expertise in SEC requirements and investment company accounting standards.
Private Company Audits
We deliver customized audit solutions for private companies across industries. Our approach focuses on understanding business operations while ensuring financial reporting accuracy. Services include internal control assessments, regulatory compliance audits, and tailored reporting that meets stakeholders' specific information needs.
Questions
What types of clients does Cohen & Co serve?
We serve private companies, public and private funds, investment advisers, fund service providers, and Fortune 1000 enterprises with tailored accounting and advisory solutions.
How does Cohen & Co maintain professional standards?
We follow the AICPA Code of Professional Conduct through our alternative practice structure, maintaining independence across our CPA firm and advisory service lines.
What geographic areas do you cover?
Our professionals operate from 15+ offices across major U.S. metropolitan areas including New York, Chicago, Los Angeles, and Philadelphia.
What assurance services do you offer?
We provide employee benefit plan audits, internal control assessments, investment company audits, and private company audits with specialized industry expertise.
How do you approach tax services?
Our tax practitioners combine deep regulatory knowledge with practical business insights to address federal, state, and local tax requirements for businesses and individuals.
What advisory services are available?
We offer business valuations, transaction planning, digital finance solutions, litigation support, and outsourced accounting services tailored to client-specific needs.
