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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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Knowledge Center

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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Industries

We Focus on What You Need

Our professionals have worked with clients in a variety of industries, and our experience runs deep. But first and foremost we want to know about you. We want to understand the intricacies of your business and goals so we can apply lessons learned and share best practices that will benefit you.

More About Our Core Industries

Digital Assets

One of the leading digital asset tax and audit practices in the U.S., our specialists look at your business holistically to offer traditional financial services and beyond.

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Energy & Infrastructure

Our experience from upstream to downstream producers of renewable and nonrenewable energy, and MLP funds and telecom companies offers pragmatic solutions.

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Healthcare

Our team advises private companies and physicians. We focus on helping clients address complex payment systems, costing methods, financial management and more.

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Investment Companies

Our Investment Industry Services Group works with public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations.

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Manufacturing

We use our experience across various segments of the industry to help you remain profitable, targeting critical state, local and international tax strategies.

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Not-for-Profit

Acting as a part of your organization’s ongoing, year-round advisory team, we offer ideas to help the business of your not-for-profit be more successful.

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Private Companies

Our professionals are dedicated to the passionate pursuit of helping businesses and their owners, from taxes to regulatory requirements to planning for the next step.

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Private Equity

We offer a one-firm solution related to fund compliance, acquisition due diligence, portfolio company compliance, operational improvement and support through exit.

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Professional Services

In addition to compliance, we aim to impact overall profitability, emphasizing other areas critical to service businesses, such as human capital and pricing structures.

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Real Estate & Construction

From compliance to consulting, we work with developers, homebuilders, property owners, property management companies, and residential and commercial construction companies.

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Technology & Life Science

Our deep involvement in this industry gives us unique insight to help rapidly scaling or mature companies fuel growth that leads to a meaningful liquidity event.

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Transportation & Logistics

Our extensive experience and deep understanding of the industry’s nuances help us add value beyond traditional compliance.

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Wholesale & Distribution

We use our background in this space to provide you with a deep level of engagement and relevant lessons learned from others in the industry.

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What Our Clients are Saying

Our team is excellent. They are responsive, knowledgeable, and they work closely with us to ensure we are truly partners in our relationship with honest discussions occurring in both directions. We are very happy with the service we receive.
Twain Financial Partners
Cohen & Co has proven to be knowledgeable, professional and attentive. They have the technical expertise when it is needed and are readily available to help. It is a pleasure to do business with them.
Macomb Funding LLC
Cohen & Co has been a long time partner, and the staff we work with go beyond accounting. They are a trusted business partner. Cohen & Co is doing things the right way. Just keep doing it.
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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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