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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

Advisory Services

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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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
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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About

Technical Excellence

Corporate Social Responsibility Report: A Look Back at 2022

Take a closer look at Cohen & Company’s efforts this past year on everything from governance and the environment, to inclusion and diversity, to supporting our communities.

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National Leadership, Local Impact

One of Cohen & Company’s primary commitments revolves around providing a rigor in technical excellence that helps us better serve our clients. Our associates proactively seek out and complete numerous hours of technical training and research annually, often exceeding state licensing requirements. We attend quarterly department-wide trainings, weekly collaboration sessions, and outside technical trainings and conferences. Each service line also holds annual, often multi-day training programs on technical and business issues relevant to our clients.

Below are a few additional ways we remain committed to technical excellence and help shape industry standards that impact our clients.

PCAOB Registration and Compliance

Cohen & Company has been registered with the Public Company Accounting Oversight Board (PCAOB) since 2003 and is inspected by the PCAOB to assess our compliance with the rules of the PCAOB and SEC and professional standards. 

The firm is one of only 14 firms (out of more than 1,700 PCAOB registered firms in the U.S. and abroad) inspected annually. As one of the select few on this list, we are held to the same strict level of scrutiny as the largest firms nationwide in assessing compliance with professional standards.

Peer Review

The firm has participated in a peer review every three years since its inception. During each review, outside auditors evaluate our adherence to firm and industry policies and procedures relating to the performance of our work. We have received the best possible rating in each review in our history, including our most recent peer report in which we received the prestigious “pass opinion.”

American Institute of Certified Public Accountants (AICPA)

We are a member of the American Institute of CPAs and its practice sections, including the Employee Benefit Plan Audit Quality Center, Private Companies Practice Section and the Governmental Audit Quality Center, as well as the associated Center for Audit Quality. Additionally, our practitioners currently serve or have served at the highest levels of the AICPA:

  • Partnership Taxation Technical Resource Panel

  • State and Local Taxation Technical Resource Panel

  • Investment Companies Expert Panel

  • Financial Reporting Framework for Small- and Medium-Sized Entities

  • Major Firms Group Chair

  • Governing Council

  • Women's Initiatives Executive Committee

  • Nominations Committee and Group of 100

  • Task Force on Private Company Financial Reporting

  • Auditing Standards Board

  • Technical Issues Committee

  • Benevolent Fund Board of Trustees

  • August Tax Clinic edition (annual editor)

Additional Industry Involvement

We also impact a variety of other areas:

  • Served on the Financial Accounting Standards Board’s (FASB) Small Business Advisory Committee and Not-for-Profit Advisory Committee

  • Testified before Congress on specific tax initiatives

  • Presented comment letters to the IRS regarding proposed tax regulations

  • Served as college professors

  • Had successful private letter rulings with the IRS

  • Speakers at local, state and national accounting, auditing, tax and investment industry forums, seminars and trainings

Meet Our Leadership

Aly Cottam, CPA

Partner in Charge, Risk & Quality Management
Partner, Assurance
acottam@cohencpa.com
216.649.1702

Jami Blake, CPA

Partner, Assurance
jblake@cohencpa.com
330.480.4663
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