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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 Internal Controls 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

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Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions 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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Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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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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Join us in person and online for events that address timely topics and key business considerations.

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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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Corporate Social Responsibility

Inaugural Report: A Look Back at 2022

As one of the nation’s leading public accounting and advisory firms, we are dedicated to continually improving our organization to benefit our people, clients, communities, profession, markets and industries, and alumni.

As part of that commitment, we’ve published our inaugural Corporate Social Responsibility Report to help transparently illustrate our efforts on everything from governance and the environment, to inclusion and diversity and supporting our communities. We know there is more to accomplish, but we genuinely thank all of our employees and stakeholders for motivating us to be better year after year.

Our Commitment to Corporate Social Responsibility

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Meet Our Leadership

Chris Bellamy, CPA, CGMA

Chief Executive Officer
cbellamy@cohencpa.com
216.649.1701
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