Business Details
26 Years
experience
Trusted Accounting & Tax Services in Tampa
Cohen & Grieb, P.A. was founded in 2000 by Robert Cohen and Robert V. Grieb, who began their careers at a Big Four accounting firm in 1980 before joining a local CPA firm for 15 years. Our mission is to build a distinguished reputation by delivering superior accounting, tax, and consulting services to closely held businesses and high-net-worth individuals. With 24 team members, including seven shareholders and three managers, we combine decades of experience with proactive, innovative strategies tailored to each client's unique needs. Our expertise spans industries such as real estate, healthcare, legal, construction, and nonprofit sectors, supported by services like tax planning, business valuation, and litigation support. We prioritize client relationships, with many new clients arriving through referrals from satisfied businesses and individuals.Our team holds advanced accounting degrees and certifications, ensuring technical excellence in financial reporting, software implementation, and strategic advisory. We serve diverse clients including pharmacies, funeral homes, insurance agencies, and private foundations, emphasizing clarity in financial performance through compiled statements and critical analysis. Our growth reflects a commitment to quality service, with future plans focused on expanding offerings to existing clients and welcoming new partnerships. We integrate technology solutions like NetClient CS and QuickBooks Desktop to streamline client interactions, ensuring accessibility and efficiency. Our legacy of trust and expertise positions us as a reliable partner for businesses navigating complex financial landscapes.
Services
Accounting
Tax Planning
Business Consulting
Financial Statements
Tax Preparation
Details
- Year established: 2000
Highlights and features
- We offer 24 years of experience in accounting and tax services.
- Our team includes seven certified public accountants and specialists.
- We serve niche industries like healthcare, legal, and construction.
- We provide proactive tax and business consulting strategies.
- Our client referrals reflect long-standing trust and satisfaction.
Services
Accounting
We provide comprehensive accounting services including general ledger maintenance, bookkeeping review, and financial statement compilation. Our team ensures accurate monthly, quarterly, or annual reporting with critical analysis to enhance business decision-making. Services also include accounting software support and valuation assistance.
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic preparation for individuals and businesses. We offer customized guidance on compliance, deductions, and long-term financial strategies to optimize tax outcomes while adhering to evolving regulations.
Business Consulting
We deliver data-driven consulting services to improve business performance. This includes financial analysis, operational efficiency assessments, and strategic growth planning tailored to industries like healthcare, real estate, and professional services.
Financial Statements
We prepare compiled and reviewed financial statements with in-depth analysis to clarify business performance. Our reports help clients meet regulatory requirements while providing actionable insights for stakeholders and management teams.
Tax Preparation
We handle tax return preparation for individuals and businesses, ensuring accuracy and compliance with federal and state regulations. Our process includes identifying deductions, credits, and planning opportunities to maximize refunds or minimize liabilities.
People
Marc Goldstein
Shareholder
Marc Goldstein, CPA, is a shareholder at Cohen & Grieb, P.A., contributing expertise in accounting and tax services. He works closely with clients to ensure financial compliance and strategic growth.
Jason Hamblin
Shareholder
Jason Hamblin, CPA, serves as a shareholder, focusing on tax planning and business consulting. His experience supports clients in optimizing financial strategies and operational efficiency.
Donna Baptiste
Shareholder
Donna Baptiste, CPA, is a shareholder specializing in accounting services for high-net-worth individuals and businesses. She emphasizes client-centric solutions to meet complex financial needs.
Brandy Guida
Shareholder
Brandy Guida, CPA, contributes as a shareholder with expertise in tax compliance and financial reporting. She assists clients in navigating regulatory requirements and improving financial clarity.
Joshua Grieb
Shareholder
Joshua Grieb, CPA, a shareholder, continues the firm's legacy of excellence. He focuses on business valuation, litigation support, and strategic advisory services for diverse industries.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statements, tax planning, and business consulting tailored to your industry needs.
Do you specialize in specific industries?
Yes, we serve healthcare, legal, real estate, construction, nonprofits, and professional services firms.
How do you handle tax planning for businesses?
We create customized strategies to minimize liabilities and optimize deductions while ensuring compliance.
Can I access client portals online?
Yes, use NetClient CS or QuickBooks Desktop for secure, real-time financial management.
What cybersecurity resources are available?
Download our free eBook 'Cybersecurity on a Shoestring Budget' from our resources library.
Reviews (2)
Teri Guidi
May 04, 2021
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One star because zero or negative stars is not possible. Donna Baptiste and Cohen & Grieb, P.A. NOT TO BE TRUSTED! At least 3 times, they asked for information that had already been provided. Then they wanted me to sign a contract agreeing to pay for undefined future work at undisclosed rates, with no end date, and no language stipulating that I would be able to approve any work in advance. And, worst of all, they didn't even know what IRS form to use to report some 1099 income. They even asked my investment advisor he is not a tax professional! When I expressed my frustration at their lack
Laura Sherman
Jan 09, 2021
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We have worked with Bob Grieb and his awesome team for nearly a decade. They are incredibly professional, patient and responsive! We are thankful for their guidance and expertise and would highly recommend them to anyone who needs accounting services.
