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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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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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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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Tax Services

Federal Tax Planning & Compliance

Partners Who Go Beyond Tax Preparation

Federal tax regulations are complex, and IRS requirements are continually changing. Focused intently on taxes and the varying impact they can have, we approach planning and compliance differently — proactively collaborating with our team and yours to minimize your taxes and maximize your profits. We have an intimate understanding of sophisticated tax issues for organizations of all types and sizes, from small and large private and public companies in a variety of industries, to financial services institutional clients and mutual fund complexes. Most importantly, Cohen & Co has an established track record of working with a business’ tax team and management to provide tailored tax solutions and flexible models.

With 300 dedicated tax professionals — many of them with experience at international and other national firms — and 45 years of influencing, interpreting and applying emerging tax guidance, our top-tier tax team is ready. We work with C Corporations, S Corporations, partnerships and LLCs, from start-ups to billion dollar companies, preparing more than 20,000 corporate and personal returns annually. But we go beyond tax return preparation, partnering with our clients to help them with everything from effective tax structuring during transactions to what legislation — such as the Tax Cuts and Jobs Act and the CARES Act — could mean to their business. We also have deep expertise in specialty areas, including tax credits and incentives, mergers and acquisitions, and IRS appeals and examinations. Our team members hold numerous advanced tax degrees and are regarded as experts in the field nationally. Members of our firm serve or have served on numerous prominent industry boards and committees, including the AICPA’s Board of Directors and AICPA Private Companies Practice Section Technical Issues Committee. We also are active in providing numerous comment letters to the IRS, SBA, Federal Reserve and other agencies on issues specific to our clients, and we have ongoing conversations with lawmakers and industry leaders to ensure our clients’ voices are heard.

Our Federal Tax Services

  • Tax compliance and planning, including tax structuring

  • Ongoing tax consulting

  • Corporate tax

  • Partnership tax

  • Tax accounting methods

  • Transactions/M&A

  • Tax credits & incentives

  • International tax

  • Outsourcing/augmentation

  • IRS appeals and examinations

Meet Our Leadership

Kristen deMoulpied, CPA, MBA, MST

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

2024-2025 Cohen & Co Tax Planning Guide

Plan Ahead to Maximize Your Opportunities

Use this resource to better understand and guide discussions with your tax advisers on key areas related to your specific tax situation — from tax planning basics to charitable giving to business considerations and more!

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Related Insights

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House Bill Takes Next Step: Stand Out Tax Areas to Watch (for Now)

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Cohen & Co Welcomes REIT Practice Lead Asha Shettigar

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Cohen & Co’s Best of the Blogs 2024

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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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