Business Details
26 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Founded in 2000 by Robert Cohen and Robert V. Grieb, Cohen & Grieb, P.A. has built a reputation as a distinguished CPA firm dedicated to delivering superior accounting, tax, and consulting services. Our team of 24 professionals, including seven shareholders and three managers, brings decades of combined experience and specialized expertise to every client engagement. We specialize in serving closely held businesses and high-net-worth individuals across diverse industries, including real estate, healthcare, construction, and nonprofit organizations. Our commitment to proactive, innovative solutions ensures clients receive tailored financial strategies that align with their unique goals. With a focus on quality and ethical practice, we undergo rigorous external peer reviews, consistently earning the highest ratings for technical accuracy and service excellence.Our growth stems from client referrals, reflecting our dedication to trust, reliability, and exceptional service. We offer comprehensive services such as tax planning, business consulting, financial statement preparation, and litigation support, all designed to empower clients to achieve long-term financial success. Our professionals hold advanced certifications and maintain deep industry knowledge, ensuring clients benefit from cutting-edge insights and strategic guidance. By prioritizing personalized attention and continuous support, we aim to be a trusted partner in navigating complex financial landscapes. Our mission remains unchanged since inception: to provide unparalleled value through expertise, integrity, and a client-centric approach.
Services
Accounting
Tax Preparation
Business Consulting
Assurance
Financial Statements
Bookkeeping
Valuations
Accounting Software Support
Estate Planning
Business Valuation
Details
- Year established: 2000
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team includes certified CPAs with industry-specific expertise.
- We provide personalized tax planning strategies tailored to unique needs.
- We serve a diverse range of industries, including real estate and healthcare.
- We adhere to the highest ethical standards with regular peer reviews.
Services
Accounting
We provide accurate, comprehensive compiled financial statements on a monthly, quarterly, or annual basis, offering critical analysis beyond traditional reporting. Our services include general ledger maintenance, bookkeeping review, and accounting software support to ensure clear financial visibility for businesses.
Tax Preparation
Our team prepares business, individual, estate, and trust tax returns while emphasizing year-round strategic planning to minimize liabilities. We stay updated on evolving tax laws to deliver personalized plans that align with clients' unique financial situations and long-term goals.
Business Consulting
We offer tailored guidance for business startups, acquisitions, financing, and operational analysis. Our consultants provide actionable insights to help clients navigate challenges, optimize performance, and achieve financial objectives with confidence and clarity.
Assurance
We perform independent verification procedures, including reviews and forecasts, to enhance the quality of financial information for decision-making. Our assurance services adhere to strict ethical standards, ensuring reliability and transparency in all client engagements.
Cybersecurity Consulting
We provide actionable cybersecurity guidance through resources like our 'Cybersecurity on a Shoestring Budget' eBook, helping small businesses mitigate risks and avoid costly breaches. Our practical, cost-effective strategies address evolving threats without straining budgets.
Questions
What services does Cohen & Grieb offer?
We provide accounting, tax planning, business consulting, assurance, and cybersecurity guidance, tailored to businesses and high-net-worth individuals.
Which industries do you serve?
We specialize in real estate, healthcare, construction, nonprofits, insurance, and professional services, among others.
How do you stay updated on tax laws?
Our team continuously monitors regulatory changes to ensure compliance and optimize tax-saving opportunities for clients.
Do you offer cybersecurity resources?
Yes, we provide free guides like 'Cybersecurity on a Shoestring Budget' to help small businesses protect against threats.
What is your team's experience?
Our CPAs and consultants have decades of combined experience, including prior roles at Big Four firms and industry-specific expertise.
How can I access your resources?
Visit our website to download free eBooks and articles on tax strategies, cybersecurity, and business growth.
