Cohen & Company

Cohen & Company

Provides tax, assurance, and advisory services

About

Cohen & Company provides tax, assurance, and advisory services to a diverse range of industries, including digital assets, investment companies, manufacturing, private equity, real estate, construction, technology, and life sciences. Their services help businesses manage complex financial situations, ensuring compliance and improving financial performance. The firm generates revenue by charging fees for services such as tax planning, auditing, and strategic financial consulting. What sets Cohen & Company apart from competitors is its commitment to excellence, inclusivity, and continuous learning, which attracts top talent and fosters a strong community. The company's goal is to deliver expert financial advice and services that empower clients to succeed in their respective markets.

Company Stage

Growth Equity (Non-Venture Capital)

Employees

501-1,000

Industries

Venture Capital, Financial Services, Real Estate

Total Funding

$8.1M

Headquarters

N/A

Founded

1977


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Simplify's Take

What believers are saying

  • The firm's recognition as 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 highlights its industry reputation and stability.
  • Leadership opportunities are abundant, as evidenced by the recent promotions and new partner class, providing career growth and development for employees.
  • Cohen & Company's expansion into new markets, such as Buffalo and Philadelphia, offers employees the chance to be part of a growing and dynamic firm with a national presence.

What critics are saying

  • The rapid expansion and numerous acquisitions may lead to integration challenges, potentially affecting operational efficiency and company culture.
  • The firm's heavy involvement in the volatile digital asset space could expose it to market fluctuations and regulatory uncertainties.

What makes Cohen & Company unique

  • Cohen & Company has a strong focus on the digital asset ecosystem, providing specialized assurance, tax, and advisory services to a broad range of clients including venture-backed and privately funded companies.
  • The firm's strategic leadership appointments, such as Mike Dellavalle and Corey McLaughlin, bring a unique blend of expertise in digital assets and operational excellence, setting them apart from traditional accounting firms.
  • Cohen & Company's continuous expansion through acquisitions, like Szymkowiak & Associates CPAs and PEAR Consultants, demonstrates their aggressive growth strategy and commitment to broadening their service offerings.

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Benefits

Medical, Dental, & Vision Insurance

Assistance with retirement/investment planning

401(k) match

HSA & FSA

Parental Leave

Life Insurance

Pet Insurance

Payment, guidance and support for credentials such as the CPA and others

Firm learning subscriptions

Community volunteer activities

Volunteer time off

Firm-sponsored activities

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