About
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Careers
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Contact
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
Client Portal
Services Industries Knowledge Center People

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.

Learn More

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.

Learn More

Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
VIEW THE COMPLETE LIST

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.

Learn More

Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

Read Our Insights

Events

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

Explore Our Events

News

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

Read Our News
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
Client Portal
Back to Services

Tax Services

Maximize Tax Opportunities and Minimize the Burden to Bolster Your Bottom Line

Cohen & Company’s national Tax Practice is focused on working with businesses — spanning from closely held and large private companies, to registered and non-registered funds and service providers in the investment industry — as well as high-net-worth individuals. We know that no one wants to pay more in taxes than they have to within the scope of the law, and that federal, state and local taxation continues to change at a rapid pace.

Our tax specialists in a variety of areas and industries help you stay ahead of what’s next and plan for the impact so you can strategically maximize efficiencies and minimize your tax burden.

Meet Our Leadership

Kristen deMoulpied, CPA, MBA, MST

Partner in Charge, Tax
kdemoulpied@cohencpa.com
216.774.1187

More About Our Core Tax Services

Federal Tax Planning & Compliance

Focused intently on the varying impact federal taxes can have, we approach planning and compliance differently to help you minimize your taxes and maximize your profits.

Learn More

High Net Worth & Wealth Transfer

We help business owners, other high-net-worth individuals and families, and family offices understand the comprehensive picture of their complex needs.

Learn More

International Filings & Structuring

Our international tax specialists are dedicated to understanding international tax law and its impact on all types of private companies as well as individuals.

Learn More

Investment Company Tax

Our team is 100% focused on registered and alternative investment funds and uses an innovative approach and flexible model to meet their diverse tax needs.

Learn More

State & Local Tax

Our state and local tax team works closely with you on this impactful area of tax, including advising on nexus issues in multiple states and municipalities.

Learn More

Tax Credits & Incentives

We immerse ourselves in opportunities related to critical federal, state and local tax credits and incentives so we can help you lower your overall tax burden.

Learn More

Transaction Tax Planning

Whether a transaction or restructuring, we look at the entirety of your situation, including strategizing with you to minimize the tax impact to you and your business.

Learn More

What Our Clients are Saying

The entire Cohen & Company team has been fantastic partners.
Twain Financial Partners
Our service team is responsive and exceptional for all our entities' needs. Communication and timeliness is always on point. They help make our business accounting concerns carefree. We appreciate their terrific service.
Herbert & Lori Chisling
I've always felt Cohen & Company treats me with respect and promptness and honesty. That's all I can ever ask of a professional service provider.
Segmint, Inc.

Related Insights

Article

How to Apply for New Energy Tax Credits Under the Inflation Reduction Act

Read More
Article

Is Your Business Taking Advantage of the Ohio TechCred to Bolster Your Workforce?

Read More
Article

Your Tax Playbook as Legal Sports Betting Kicks Off in Ohio

Read More
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy
LinkedIn Twitter Facebook
© 2023 Cohen & Company