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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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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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Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
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Assurance Services

National Level Expertise for Critical Guidance in a Complex Regulatory World 

Cohen & Company’s national Assurance Practice is dedicated to understanding the intricacies of your entity’s compliance needs, whether you are in the private sector or part of an investment company. Our practitioners are recognized throughout the U.S. for their expertise and technical ability, which means you will receive a top-quality product and guidance to remain compliant in a complex regulatory environment.

Our holistic approach to assurance services means we also look to add value to your organization in any way we can — whether sharing perspectives gleaned from an audit, or providing thought leadership, CPE and other professional development opportunities.

Meet Our Leadership

Vince Curttright, CPA

Partner in Charge, Assurance
vcurttright@cohencpa.com
312.277.7202

More About Our Core Assurance Services

Investment Company Audits

We serve registered and non-registered funds, investment advisers and service providers across the U.S., including newly seeded funds to well-established, multiple-fund families.

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Internal Controls

Our deep expertise related to internal control concepts and practices has helped a wide range of companies improve their internal control environments and mitigate risks.

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Private Company Audits

We deliver value beyond the financial statement or report, sharing perspective in areas such as tax, business operations and even estate planning opportunities for owners.

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SOC Readiness & Compliance

Our team understands the importance of SOC reports, which can help you improve the operational excellence of your business and build trust with external audiences.

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Employee Benefit Plan Audits

Our dedicated team conducts audits of 401(k)s, employee stock ownership plans (ESOPs), defined benefit plans (frozen and active), and 403(b)s for companies of all sizes.

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What Our Clients are Saying

A world class audit team committed to strict deadlines and getting the work done timely.
Brewery
The tax and audit team is very responsive and very knowledgeable. We enjoy working with all on our account.
Chemical Distributor
Cohen & Company has been a fantastic partner over the years and often goes above and beyond to meet our company's needs. The ability to call or email one of their professionals on a technical matter and get a prompt and very well thought out response provides us incredible value.
National Brewery and Distributor

In-Depth: ASC 842, Leases

Comprehensive Lease Implementation Resources

Find resources to help you understand and implement this highly impactful standard. Access our lease blog series, our webinar replay on the topic and other related insights tailored specifically to private companies.

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Related Insights

Article

Investment Industry Wire | March 2023

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Article

Will Your Private Company’s Internal Controls Pass the Test During Your Next Audit?

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Article

How Small Businesses Can Make a SOC Report a Reality

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