Federal Tax Planning & Compliance

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.

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