Cohen & Company was founded in 1977 on the belief that there had to be a better way to help businesses find success. What began as one man’s passion has since evolved into a firmwide mission to improve the lives of others by providing top-tier tax, assurance and advisory services.
We serve a broad range of clients, from dynamic, privately held companies and their owners, to larger Fortune 1000 multinational and institutional enterprises. We also have deep expertise in the investment industry serving public and private funds, investment advisors, fund service providers, high-net-worth individuals, trusts and foundations.
Working with Cohen & Company means your organization will experience a true difference:
One of Cohen & Company’s core principles revolves around providing a rigor in technical excellence that helps us better serve our clients. Our associates proactively seek out and complete numerous hours of technical training and research annually, far exceeding state licensing requirements. We attend quarterly department-wide trainings, weekly collaboration sessions, and outside technical trainings and conferences. Each division of the firm also holds annual, often multi-day training programs on technical and business issues relevant to our clients.
Below are a few of the additional ways we remain committed to technical excellence and helping shape industry standards that impact our clients.
Cohen & Company has been registered with the Public Company Accounting Oversight Board (PCAOB) since 2003 and is inspected by the PCAOB to assess our compliance with the Sarbanes-Oxley Act, the rules of the Board and the SEC and professional standards. Our most recent inspection report issued in 2013 (under our former name Cohen Fund Audit Services, Ltd.) did not identify any audit performance issues or quality control defects that warranted discussion in the report.
The firm has participated in a peer review every three years since its inception. During each review, outside auditors evaluate our adherence to firm and industry policies and procedures relating to the performance of our work. We have received the best possible rating in each review in our history, including our most recent peer report in which we received the prestigious “pass opinion” and no letter of comments.
We are a member of the American Institute of CPAs and its practice sections, including the Employee Benefit Plan Audit Quality Center, Private Companies Practice Section, and the Governmental Audit Quality Center, as well as the associated Center for Audit Quality. Additionally, our practitioners currently serve or have served at the highest levels of the AICPA:
We also make an impact in a variety of other areas: