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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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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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Tax & Wealth Management is Now Cohen & Co

Our name has changed, but our commitment to you never will.

Are You an Existing TWM Client?

We’ve created this page to help provide you with seamless, convenient access to continue your relationship with us — and to get to know Cohen & Co better — as we navigate this transition.

>> 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. 

We are excited to offer you enhanced private client services. Learn more about Cohen & Co below and throughout the rest of our site. Feel free to reach out to your client engagement partner directly with any specific questions.



Who is Cohen & Co?

Cohen & Co, founded in 1977, offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm:

  • Serves a broad range of clients, 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.
  • Has more than 800 professionals in 14 offices across eight states: Colorado, Illinois, Maryland, Michigan, New York, Ohio, Pennsylvania and Wisconsin.
  • Is ranked the 2nd largest accounting firm in Northeast Ohio with more than 375 employees across three offices (Cleveland, Akron, Youngstown).
  • Has been named one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting.
>> Read more about the Cohen & Co transaction from Brian Gothot and Chris Bellamy

Insights for High-Net-Worth Individuals and Families

We aim to provide ongoing, timely and practical thought leadership specifically targeted toward the complex tax concerns of business owners, ultra-high-net-worth individuals and their families. View some of our most recent insights and perspectives.

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Webinar: Year-End Tax Planning for High-Net-Worth Individuals

An underlying theme in year-end tax planning for individuals in 2023 was the impending sunset of the 2017 Tax Cuts and Jobs Act (TCJA). That theme continues with 2024 year-end tax planning, albeit with even more uncertainty. Listen to our recent webinar for insights and ideas addressing impactful areas related to income tax, estate and gift, retirement, investment tax planning and more.

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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.

© 2025 Cohen & Co