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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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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 & 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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We Make It Easy to Connect with Us!

Cohen & Co offers various methods through which you can securely and easily exchange documents and payment information with us: 

  1. Share Multiple Documents During an Engagement. The CohenWorks Portal, powered by Suralink, is a bidirectional document exchange portal that supports sharing unlimited files and file sizes. Clients with single engagements or complex projects can access Suralink to easily share documents requested by their Cohen & Co service team. 
  2. Provide One-Off Documents. Suralink Secure File Sharing allows you and your Cohen & Co contact to easily and securely exchange files when the formality of a request list is not needed. Ask your Cohen & Co contact to provide you with their unique link to securely exchange files.
  3. Make Electronic Payments. Cohen & Co’s Secure Payment Portal, powered by Aiwyn, allows you to effortlessly pay your invoice online, either by credit card or ACH. Aiwyn also allows you to easily view all of your accounts receivable information, set up recurring payments and pay multiple invoices at once. 
  4. If you are currently a Tax & Wealth Management client, please use your existing login credentials to access your client information via our Client Login page. 

Please discuss with your service team which of these options are best for you.

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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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