Learn how our assurance services can help you remain compliant in a complex regulatory environment and add value to your business, whether sharing perspectives gleaned from an audit or providing thought leadership and development opportunities. Learn how our tax services can help you stay ahead of what's next and plan for the impact so you can strategically maximize opportunities and minimize your tax burden.
Learn how our consulting services - ranging from management consulting to transaction services to M&A advisory - can help your organization be more efficient and effective today and in the long-term. Gain perspective on the latest tax, accounting and business issues impacting private companies, their owners and the investment industry.
Learn how our consulting services - ranging from management consulting to transaction services to M&A advisory - can help your organization be more efficient and effective today and in the long-term. Gain perspective on the latest tax, accounting and business issues impacting private companies, their owners and the investment industry.
Services
About Us
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Cohen & Company was founded in 1977 on the belief that there had to be a better way to help businesses find success. What began as one man's passion has since evolved into a firmwide mission to improve the lives of others by providing top-tier tax, assurance and advisory services.
We serve a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.More than 650 dedicated professionals in 10 offices across seven states and through affiliated entities has an international presence in the Cayman Islands and Ireland.
We serve a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.More than 650 dedicated professionals in 10 offices across seven states and through affiliated entities has an international presence in the Cayman Islands and Ireland.
Services
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Cohen & Company's national Assurance Practice is dedicated to understanding the intricacies of your entity's compliance needs, whether you are in the private sector or part of an investment company. Our practitioners are recognized at the national level for their expertise and technical ability, which means you will receive a top-quality product and guidance to remain compliant in a complex regulatory environment.
Professional Services
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We aim to impact your overall profitability as a service company, which has unique challenges and opportunities. We believe we do this effectively, in part, because of our own long and successful history as a professional services firm focused on growth, people and innovation.
Our substantial portfolio of clients include technology, law, advertising, consulting, recruiting, sales, engineering, architecture and economic development consulting firms with local, national and international operations.In addition to compliance matters, we place emphasis on other areas that are critical to service businesses, such as human capital and pricing structures.
Our substantial portfolio of clients include technology, law, advertising, consulting, recruiting, sales, engineering, architecture and economic development consulting firms with local, national and international operations.In addition to compliance matters, we place emphasis on other areas that are critical to service businesses, such as human capital and pricing structures.
Investment Company Audits
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Our assurance team serving investment companies is 100% focused on the industry.
A unique and complex industry, we are passionate about working with mutual funds, including closed-end interval funds and master limited partnership funds; exchange-traded funds; hedge funds and alternative investment funds; private equity funds; collective investment trusts; investment advisers and service providers across the U.S. We help newly seeded funds to well-established, multiple-fund families remain compliant but also to thrive - with each client receiving a customized, focused audit approach; a holistic advisory mindset; and energy and personal commitment.
A unique and complex industry, we are passionate about working with mutual funds, including closed-end interval funds and master limited partnership funds; exchange-traded funds; hedge funds and alternative investment funds; private equity funds; collective investment trusts; investment advisers and service providers across the U.S. We help newly seeded funds to well-established, multiple-fund families remain compliant but also to thrive - with each client receiving a customized, focused audit approach; a holistic advisory mindset; and energy and personal commitment.
Private Company Audits
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With each engagement, the mindset of our assurance team serving private companies is to deliver value beyond the completed financial statement or report. Throughout the process, our business-minded professionals take a holistic view of the entity - sharing perspective gained during the report process in additional areas such as tax, business operations and even estate planning opportunities for owners.
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