Business Details
Your Trusted Partner for Accounting, Tax & Advisory Solutions
At Cohen & Co & Co, we pride ourselves on delivering tailored accounting, tax, and advisory solutions designed to meet the unique needs of private companies, public and private funds, advisers, fund service providers, and Fortune 1000 enterprises. Our team of seasoned professionals combines national-level expertise with hands-on, personalized service to help clients navigate complex compliance requirements, optimize tax strategies, and drive strategic growth. With decades of collective experience, we specialize in assurance services, including employee benefit plan audits and investment company audits, alongside transaction tax planning and business valuation advisory.Our commitment to technical excellence and client-centric partnerships has earned us recognition as a trusted leader in the industry, including being named Best ETF Auditor for five consecutive years. We operate through a collaborative alternative practice structure, ensuring seamless access to specialized expertise while maintaining the highest standards of professionalism and ethical conduct.
Services
Assurance Services
Tax Services
Advisory Services
Business Valuations
Investment Company Audits
Transaction Tax Planning
Outsourced Accounting
Digital Finance Solutions
Highlights and features
- We provide national-level expertise with hands-on, personalized service.
- Our team includes specialists in assurance, tax, and transaction advisory.
- We operate under strict AICPA Code of Professional Conduct compliance.
- Recognized as Best ETF Auditor for five consecutive years.
- Clients praise our responsiveness and adaptive approach to unique needs.
Associations and certifications
- AICPA
- CPA
What people say
Professional, easy to work with
Highly responsive and great partners
Breadth and depth of expertise
Continuity on the account
Recognized industry leadership
Services
Assurance Services
Our assurance practice specializes in compliance audits for private companies, investment entities, and employee benefit plans. We deliver rigorous evaluations of financial controls, regulatory compliance, and risk management frameworks. Our CPA-certified teams ensure accuracy and transparency in reporting for Fortune 1000 enterprises and fund service providers.
Tax Services
We provide comprehensive tax solutions covering federal, state, and local compliance for businesses and individuals. Our specialists focus on transaction tax planning, investment company taxation, and strategic tax optimization. We advocate for clients while maintaining strict adherence to evolving tax regulations and reporting requirements.
Advisory Services
Our advisory team offers business valuations, digital finance solutions, and litigation support. We help owners and investors navigate transactions, optimize capital structures, and implement financial technologies. Services include outsourced accounting and strategic planning tailored to private equity and manufacturing sectors.
Investment Company Audits
We specialize in audits for investment companies, including ETFs and private funds. Our CPA-led teams address unique regulatory requirements, portfolio valuation complexities, and compliance frameworks. Recognized as Best ETF Auditor five years running, we combine technical expertise with industry-specific insights for asset managers.
Transaction Tax Planning
Our transaction tax specialists guide clients through complex M&A tax implications, cross-border deals, and investment structuring. We minimize tax liabilities while ensuring compliance with federal and international regulations. Services include due diligence support and post-transaction integration planning.
Questions
What industries does Cohen & Co & Co & Co specialize in?
We serve private companies, investment funds, private equity, manufacturing firms, and Fortune 1000 enterprises with tailored accounting and advisory solutions.
Are your services available nationwide?
Yes, we operate through multiple offices across the US including New York, Chicago, Philadelphia, and Denver with virtual support capabilities.
What sets Cohen & Co & Co & Co apart from other accounting firms?
Our alternative practice structure combines national expertise with personalized service, featuring specialists in fund audits, transaction tax, and digital finance solutions.
How do you handle complex tax compliance?
Our tax practitioners specialize in federal, state, and local compliance with focus areas including investment company taxation and cross-border transaction planning.
Can you assist with business valuations?
Yes, our advisory team provides business valuations as part of our comprehensive services for mergers, acquisitions, and strategic planning needs.
Reviews (1)
Victoria Iyabo Ibitayo
Aug 02, 2021
Report
Must people are complaining about the pandemic disaster that they can not afford $500 there is no job so I saw a review on investment tried it with $1,000 even though they are lower cost of investment. starting from the range of $500 but I got a multiplication of my funds to over $8,500 in a week time it's magical because I never believe until I gave it a trial that is why I need to post an epistle of this online. If you are scared to invest a little bit of your money? Why you make excuses to someone else who is getting paid!!!!! invest in your future so interested investor should not hesitate