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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

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Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation Litigation Support Services M&A Advisory Outsourced Accounting Solutions Transaction Services Turnaround & Restructuring

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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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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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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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Tax Services

Maximize Tax Opportunities and Minimize the Burden to Bolster Your Bottom Line

Cohen & Co’s national Tax Practice is focused on working with businesses — spanning from closely held and large private companies, to registered and non-registered funds and service providers in the investment industry — as well as high-net-worth individuals. We know that no one wants to pay more in taxes than they have to within the scope of the law, and that federal, state and local taxation continues to change at a rapid pace.

Our tax specialists in a variety of areas and industries help you stay ahead of what’s next and plan for the impact so you can strategically maximize efficiencies and minimize your tax burden.

Meet Our Leadership

Kristen deMoulpied, CPA, MBA, MST

Partner in Charge, Tax
Partner, Cohen & Co Advisory, LLC
kdemoulpied@cohenco.com
216.774.1187

More About Our Core Tax Services

Federal Tax Planning & Compliance

Focused intently on the varying impact federal taxes can have, we approach planning and compliance differently to help you minimize your taxes and maximize your profits.

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High Net Worth & Wealth Transfer

We help business owners, other high-net-worth individuals and families, and family offices understand the comprehensive picture of their complex needs.

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International Filings & Structuring

Our international tax specialists are dedicated to understanding international tax law and its impact on all types of private companies as well as individuals.

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Investment Company Tax

Our team is 100% focused on registered and alternative investment funds and uses an innovative approach and flexible model to meet their diverse tax needs.

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State & Local Tax

Our state and local tax team works closely with you on this impactful area of tax, including advising on nexus issues in multiple states and municipalities.

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Tax Credits & Incentives

We immerse ourselves in opportunities related to critical federal, state and local tax credits and incentives so we can help you lower your overall tax burden.

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Transaction Tax Planning

Whether a transaction or restructuring, we look at the entirety of your situation, including strategizing with you to minimize the tax impact to you and your business.

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What Our Clients are Saying

The entire Cohen & Co team has been fantastic partners.
Twain Financial Partners
Our service team is responsive and exceptional for all our entities' needs. Communication and timeliness is always on point. They help make our business accounting concerns carefree. We appreciate their terrific service.
Herbert & Lori Chisling
I've always felt Cohen & Co treats me with respect and promptness and honesty. That's all I can ever ask of a professional service provider.
Segmint, Inc.

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5 Q&As on Pennsylvania’s New 2025 Annual Report Requirement

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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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