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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

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 Litigation Support Services M&A Advisory Outsourced Accounting Solutions 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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Events

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

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News

Find out what is happening at Cohen & Co, 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 & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Join Our Talent Community
Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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Corporate Social Responsibility Report: A Look Back at 2024

Take a closer look at Cohen & Co’s efforts this past year on everything from governance and the environment, to inclusion and equity, to supporting our communities.

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Passion, Purpose & Expertise

Cohen & Co was founded in 1977 on the belief that there had to be a better way to help businesses find success. What began as one man’s passion has since evolved into a firmwide mission — to provide top-tier tax, assurance and advisory services, and to create a culture that draws the best and brightest professionals from every discipline.

As one of the country’s top tax and accounting firms, we serve clients ranging from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. But we take just as much pride in serving our communities and our employees.

While our expertise and industry reputation put us on par with other national firms, we stand out and above in a very significant way: our purpose. Whether working with a client or developing members of our team, we always strive to engage, teach, inspire and improve lives through the power of knowledge and trust.

Learn more about our firm's Foundational Principles.

Cohen & Co By the Numbers

  • 800+ dedicated professionals across the U.S. and 14 offices across eight states (an affiliated entity offers an international presence in the Cayman Islands)

  • 6 Recognitions: USA Today's America’s Most Recommended Tax and Accounting Firms, Inside Public Accounting's Best of the Best Accounting Firms, ETF Express' Best ETF Auditor, With Intelligence's Best Accounting & Audit Services (Fund Operations & Services Awards), Hedgeweek’s Best Audit Provider (U.S. Digital Assets Awards), repeat winner of Inc. 5000

  • 82 out of 100 Net Promoter Score℠ for client satisfaction (overall client satisfaction and loyalty is considered “world class”)

  • Access to more than 115 independent accounting firms in over 70 countries through independent membership in TIAG® (The International Accounting Group) 

Meet Our Leadership

Chris Bellamy, CPA, CGMA

Chief Executive Officer, Cohen & Co Advisory, LLC
cbellamy@cohenco.com
216.649.1701

More about Cohen & Co

Foundational Principles

We live and are driven by four key principles that guide us to do our best for our clients, ourselves and our communities each day.

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In the Community

We stand by our communities. Part of that commitment means helping our employees find their passion for giving back — and the time to devote to it.

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Diversity, Equity & Inclusion

Mutual respect and a safe, supportive environment have always been part of our story. We are committed to creating an inclusive and diverse workplace.

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Technical Excellence

Respected nationally for our extensive expertise on tax and accounting issues, we continually seek out new ways to learn and to help our clients.

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Alumni

Our dedication to people extends beyond employees. We connect former colleagues and friends, and keep you in the loop on what’s happening at the firm.

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TIAG: The International Accounting Group

Our membership in TIAG offers clients resources to conduct business beyond U.S. borders, using experts who know the local culture, customs and laws first hand.

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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