Cohen & Co. provides public accounting services covering tax compliance and planning for individuals and businesses. The firm prepares Federal, State, and local returns, supports year-round tax strategy, and handles IRS and state notices and representation. Engagements include financial statement preparation as well as reviews and compilations for lender and stakeholder requirements. Accounting support spans bookkeeping, payroll processing, and QuickBooks consulting. Advisory services include entity selection, cash-flow analysis, budgeting, and Controller/CFO support to manage operations. Estate, gift, and trust tax services address planning and filing requirements for families and fiduciaries.