Tax Strategy & Compliance
Proactive planning that minimizes liability while keeping you fully compliant.
"Not Just Your Regular Accountants"
Empowering Your Financial Future
A boutique firm pairing sophisticated tax strategy with genuinely personal service — for professionals, businesses, and families who expect more from their accountants.
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IRS Enrolled Agents
International & FATCA
Audit Defense
Business Structuring
All 50 States
High-Net-Worth Specialists
What We Do
Comprehensive Financial Solutions
Three pillars of expertise — explore each in depth, or reach out for a plan built around you.
All Services
Who We Serve
Specialized Expertise by Profession
Deep familiarity with the tax realities of your field.
Dentists
Attorneys
Physicians
Real Estate
Business Owners
High-Net-Worth
Our Story
Boutique Expertise,
More About Us
Boutique Expertise,
Personal by Design
Since 2004, we've distinguished ourselves with tailored strategies that go beyond the numbers. With a team of over fifteen accountants and specialists, we serve start-ups, established corporations, and high-net-worth individuals across the full spectrum of tax and accounting.
We represent clients before the IRS and state authorities in all fifty states — and we treat every return as if it were our own.
"Your success is personal to us."
How We Work
A Clear Path to Confidence
Four steps from first call to ongoing peace of mind.
01
Discovery Call
We learn your goals, situation, and where you want to be.
02
Strategy & Structuring
We design the optimal tax structure for your profile.
03
Implementation
Filings, compliance, and execution — handled end to end.
04
Ongoing Advisory
Year-round guidance so you're never caught off guard.
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Years of Excellence
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Clients Served
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Experts on Staff
Why Cohen & Associates
The Difference Is in the Details
What you get when true specialists handle your finances.
Expert Team
Seasoned professionals with decades of combined experience.
Total Confidentiality
Your financial information is always secure with us.
Personal Approach
Tailored solutions built around your unique situation.
Timely Service
Quick response times and on-time delivery, every season.
Client Voices
Trusted by Those We Serve
Real feedback from real clients.
Good Questions
ask away
Frequently Asked
Quick answers to what clients ask most — and a direct line when you need more.
Still have questions?
Talk to a specialist — no pressure, just clarity.
Comprehensive planning, preparation, compliance, and advisory tailored to small businesses — minimizing liability while keeping you fully compliant.
Our specialists guide cross-border transactions, foreign tax credits, transfer pricing, FATCA, and treaty compliance to keep global operations efficient.
Prior tax returns, financial statements, business registration documents, and any specific questions — that's all we need to get started.
Ready to Transform Your Financial Future?
Schedule a consultation with our team today — no pressure, just clarity.
Get in Touch
Let's Build Your Strategy
Reach out and we'll respond promptly.