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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
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Our Service Offerings

Are You Asking the Right Questions?

Our services are tailored specifically to address the needs of private companies; public and private funds, advisers and fund service providers; and Fortune 1000 enterprises. Regardless of the category with which your organization aligns, you will receive an A-level team that knows the right questions to ask — while addressing any of yours — to help you maximize opportunities and minimize potential roadblocks.

More About Our Core Services

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.

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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.

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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.

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What Our Clients are Saying

I have recommended Cohen & Company because of the breadth and depth of expertise in real estate transactions and in individual tax issues for real estate professionals.
First Interstate Properties, LTD.
Best firm out there.
Gardiner Service Company, LLC
Year in, year out Cohen & Company has met myriad of our needs, including compliance items and planning opportunities. Continuity on the account along with bringing in specialists on particular projects definitely helps.
Second Generation Inc

Featured Insights

April 19, 20231:30-2:50 p.m.

Smart Business Dealmakers Detroit Conference

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Article

How You Can Qualify for “Bonus Credits” from the Inflation Reduction Act

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News

Cohen & Company Names Keith Klodnick Market Leader, Ohio Region

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