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About Our Services

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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Assurance Services

Employee Benefit Plan Audits Investment Company Audits Private Company Audits SOC Readiness & Compliance

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

Advisory Services

Accounting & Finance Solutions Business Valuations Data & Insights Family Office Services IT Strategy & Implementation M&A Advisory Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

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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Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Knowledge Center

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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Insights

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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Events

Join us in person and online for events that address timely topics and key business considerations.

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News

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

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People
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The Evolving Real Estate Market

Our sophisticated team touches every corner of this world, from tax planning and Opportunity Zones to financial modeling, incentives and transactions.

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Our Featured Insights

Article

Is Your Company Ready for “Big Data”?

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Article

Ohio Green Lights Pass-Through Entity Tax and the Business Income Deduction Treatment on Qualifying Equity Sales

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Article

Investment Industry Wire | June 2022

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In-Depth: SOC Toolkit

Your Guide to Navigating SOC Reports

Whether you are in the process of preparing for a SOC exam or are simply considering one, find resources to help you better understand these reports and your role within them.

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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 & Company 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 & Company 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 and investors face. Whether valuing your business, planning a transaction or supplementing your finance team, we can help.

Become Who You Want to Be

Cohen & Company 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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