Cohen & Co is a tax, assurance and advisory firm founded in 1977, serving privately held companies, funds, advisers and fund service providers from 15 US offices.
Cohen & Co is a tax, assurance and advisory firm founded in 1977 and headquartered in Cleveland, Ohio. The firm serves privately held companies and their owners, as well as public and private funds, advisers, and fund service providers. Its core practices span tax planning and compliance, assurance services, advisory solutions, and a nationally recognized investment industry practice.
For investment professionals, the firm's fund-facing capability is the notable dimension: it provides tax and assurance work to public and private funds, advisers, and fund service providers, and counts asset management, investment management, private equity, real estate, and technology and life sciences among its industry verticals. Manufacturing and professional services round out the client base. Services are delivered through three lines: Assurance Services, covering audit-related work for privately held companies, funds, and advisers; Tax Planning and Compliance, for companies, their owners, and investment funds; and Advisory Solutions, delivered alongside the tax and assurance offerings.
Scale is national. Cohen & Co operates 15 offices in the United States, with locations including New York, Chicago, Philadelphia and Detroit alongside its Cleveland headquarters, and has been in operation for more than 45 years. The firm describes its model as pairing personalized attention with national-level expertise, and its stated cultural emphasis is on technical excellence under a 'Great People First' approach. External recognition includes being named one of America's Most Recommended Tax and Accounting Firms by USA TODAY.
