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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 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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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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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 Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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Tax Services

Federal Tax Planning & Compliance

Partners Who Go Beyond Tax Preparation

Federal tax regulations are complex, and IRS requirements are continually changing. Focused intently on taxes and the varying impact they can have, we approach planning and compliance differently — proactively collaborating with our team and yours to minimize your taxes and maximize your profits. We have an intimate understanding of sophisticated tax issues for organizations of all types and sizes, from small and large private and public companies in a variety of industries, to financial services institutional clients and mutual fund complexes. Most importantly, Cohen & Company has an established track record of working with a business’ tax team and management to provide tailored tax solutions and flexible models.

With more than 200 dedicated tax professionals — many of them with experience at international and other national firms — and more than 40 years of influencing, interpreting and applying emerging tax guidance, our top-tier tax team is ready. We work with C Corporations, S Corporations, partnerships and LLCs, from start-ups to billion dollar companies, preparing more than 20,000 corporate and personal returns annually. But we go beyond tax return preparation, partnering with our clients to help them with everything from effective tax structuring during transactions to what legislation — such as the Tax Cuts and Jobs Act and the CARES Act — could mean to their business. We also have deep expertise in specialty areas, including tax credits and incentives, mergers and acquisitions, and IRS appeals and examinations. Our team members hold numerous advanced tax degrees and are regarded as experts in the field nationally. Members of our firm serve or have served on numerous prominent industry boards and committees, including the AICPA’s Board of Directors and AICPA Private Companies Practice Section Technical Issues Committee. We also are active in providing numerous comment letters to the IRS, SBA, Federal Reserve and other agencies on issues specific to our clients, and we have ongoing conversations with lawmakers and industry leaders to ensure our clients’ voices are heard.

Our Federal Tax Services

  • Tax compliance and planning, including tax structuring

  • Ongoing tax consulting

  • Corporate tax

  • Partnership tax

  • Tax accounting methods

  • Transactions/M&A

  • Tax credits & incentives

  • International tax

  • Outsourcing/augmentation

  • IRS appeals and examinations

Meet Our Leadership

Kristen deMoulpied, CPA, MBA, MST

Partner in Charge, Tax
kdemoulpied@cohencpa.com
216.774.1187

2022-2023 Cohen & Company Tax Planning Guide

Plan Ahead to Maximize Your Opportunities

Use this resource to better understand and guide discussions with your tax advisers on key areas of your specific tax situation, such as the continuing impact of the TCJA and the new Inflation Reduction Act.

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Related Insights

Article

IRS Offers New Filing Exception for Schedule K-2 & K-3 for 2022 Tax Year

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Article

8 Areas of Focus for Business Year-End Tax Planning

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Article

10 Tax Planning Areas to Consider Before Filing Your 2022 Returns

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