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We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

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Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation Litigation Support Services M&A Advisory Outsourced Accounting Solutions Transaction Services Turnaround & Restructuring

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Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Find out what is happening at Cohen & Co, from industry recognitions and growth updates, to where we are contributing to important media stories.

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Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Join Our Talent Community
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Cohen & Co Drives Value as Sage Intacct and Workday Adaptive Planning Implementation Partners

Learn how these platforms build on each other’s strengths to help companies transform their financial functions.

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Our Featured Insights

News

Forbes Honors Three from Cohen & Co as America’s Best-In-State CPAs

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Article

U.S.-Norway Agreement Minimizes Withholding Tax for U.S. RICs

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Trusts & Taxes 101: Irrevocable Life Insurance Trusts and Qualified Subchapter S Trusts

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In-Depth: Beneficial Ownership Information Reporting

Beneficial Ownership Information Reporting Resource Center

Visit our page dedicated to providing resources that will help you better understand Beneficial Ownership Information (BOI) requirements and how you can most efficiently comply.

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What Our Clients are Saying

The tax, management consulting and transaction services groups have done great work for us.
Gardiner Service Company, LLC
The Cohen & Co team is a professional, easy to work with group of experienced folks. They are responsive and adaptive to our unique needs. We are very proud to have Cohen & Co as a partner.
North American Breweries Holdings, LLC
Our team has all highly responsive and great partners. They truly value our relationship and provide excellent service.
Twain Financial Partners

National-Level Expertise, Hands-on Partners & Personal Attention

Our top-tier tax, assurance and advisory services help private companies; public and private funds, advisers and fund service providers; and Fortune 1000 enterprises. Learn more.

Assurance

Our Assurance Practice is dedicated to understanding the intricacies of your entity’s compliance needs, whether private sector or part of an investment company.

Tax

Our tax practitioners work with and advocate for businesses and the individuals who lead them. As specialists, we go deep to understand and apply federal, state and local tax laws.

Advisory

Our advisory team understands the balancing act owners, management teams and investors face. Whether valuing your business or planning a transaction, we can help.
Become Who You Want to Be

Cohen & Co is a unique place to grow your career, whether just starting out or looking for a change. From our national standing in the industry, to our flexible environment, to our total rewards package, we invite you to see all we have to offer.

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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