Cohen & Grieb

We provide comprehensive accounting services including financial statement preparation, general ledger maintenance, and bookkeeping review. Our experienced CPAs ensure accurate financial reporting through monthly, quarterly, or annual compiled statements with critical analysis. We also offer accounting software support to streamline your business operations.

Our strategic tax planning services help clients maximize savings through proactive year-round tax strategies. We specialize in complex tax return preparation for businesses and high net worth individuals, focusing on compliance while identifying legitimate deductions and credits across multiple jurisdictions.

We deliver data-driven business consulting services that extend beyond financial numbers. Our experts provide operational analysis, process optimization, and strategic guidance tailored to specific industries like healthcare, legal, and real estate sectors to enhance business performance.

Our financial planning services integrate tax considerations with long-term wealth management strategies. We help clients develop comprehensive plans covering investment strategies, retirement planning, and business succession while maintaining alignment with overall tax objectives.

We conduct precise business valuations for mergers, acquisitions, and succession planning. Our approach combines industry-specific analysis with proven valuation methodologies to determine accurate business worth for tax, legal, or transactional purposes.

Marc Goldstein, CPA, serves as a shareholder at Cohen & Grieb. He provides expert accounting and tax advisory services to businesses and individuals, leveraging his extensive experience in public accounting and industry-specific financial management.

Jason Hamblin, CPA, contributes his expertise as a shareholder. He specializes in tax compliance and planning for high net worth individuals and businesses, focusing on delivering strategic solutions that align with clients' financial goals.

Donna Baptiste, CPA, serves as a shareholder with specialization in accounting and tax services. She works closely with clients to ensure accurate financial reporting and compliance while providing personalized advisory support.

Brandy Guida, CPA, contributes her expertise as a shareholder. She focuses on delivering comprehensive accounting solutions and tax planning strategies to businesses, emphasizing operational efficiency and financial transparency.

Joshua Grieb, CPA, continues the firm's legacy as a shareholder. He provides strategic accounting and tax advisory services to diverse clients, maintaining the high standards established by the firm's founders.

We offer full-service accounting including financial statement preparation, bookkeeping review, general ledger maintenance, and accounting software implementation tailored to your business needs.

Yes, we specialize in serving healthcare professionals, legal practitioners, real estate firms, construction companies, and nonprofit organizations with industry-specific expertise.

Clients can securely access their information through our NetClient CS portal or QuickBooks Desktop integration for convenient document sharing and financial management.

We provide comprehensive tax planning strategies including year-round tax optimization, complex return preparation, and compliance solutions for businesses and high net worth individuals.

Our business valuation services use proven methodologies to determine accurate business worth for mergers, acquisitions, or succession planning with detailed industry-specific analysis.

We offer cybersecurity guidance through our Advantage Magazine and QuickReads resources, including practical steps for small business protection and threat identification.

We have worked with Bob Grieb and his awesome team for nearly a decade. They are incredibly professional, patient and responsive! We are thankful for their guidance and expertise and would highly recommend them to anyone who needs accounting services.

One star because zero or negative stars is not possible. Donna Baptiste and Cohen & Grieb, P.A. NOT TO BE TRUSTED! At least 3 times, they asked for information that had already been provided. Then they wanted me to sign a contract agreeing to pay for undefined future work at undisclosed rates, with no end date, and no language stipulating that I would be able to approve any work in advance. And, worst of all, they didn't even know what IRS form to use to report some 1099 income.

They even asked my investment advisor - he is not a tax professional! When I expressed my frustration at their lack of knowledge, they quit on me, just a few days before the filing deadline. They did do my very small, sole-owner S-corp taxes separately from personal taxes (before the contract and 1099 issues) probably just so they could bill an extra $750 on top of what they were going to bill me for my personal tax filings. I hate to imagine how much the personal ones would have set me back. Are Donna Baptiste and Cohen & Grieb worth several hundred dollars? NOT, NOT, NOT. Caveat emptor!