Cohen & Grieb, P.A. is a full service firm offering closely-held businesses and high net worth individuals a full range of professional services including- Accounting, Tax Preparation & Planning, Business Consulting, and Assurance. In addition to offering exceptional tax and financial advice, we're deeply committed to building strong, long-standing relationships with our clients.

Think of us as your strategic partner, vested in your ongoing success. With a full array of closely-held business solutions at hand, we're dedicated to mapping out a well-defined plan that is aligned with your unique goals to strengthen your financial position.

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Services

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We offer a full array of services to help you effectively manage and grow your business. Our skilled team of professionals is readily available to provide expert advice ensuring financial peace of mind now and in the future.

Accounting

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You can select from a wide range of services designed to help your business reach its full potential. Achieving a clear financial picture is a vital measurement of performance. Our experienced professionals provide accurate, comprehensive compiled financial statements on a monthly, quarterly, or annual basis with critical analysis, adding value beyond traditional reporting. Other services include general ledger maintenance, bookkeeping review, valuations, accounting software support, and much more.

Tax Preparation & Planning

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We prepare returns for businesses, individuals, estates, and trusts and understand that careful planning throughout the year is critical to reducing your year-end tax liability. Although we recognize compliance is essential, we go well beyond that with our tax planning strategy, developing a highly-personalized plan that's right for your unique situation. And you can be assured that we remain up-to-date on the changing tax laws that affect your business.

Assurance

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We perform a variety of procedures to meet your needs for independent verification of information for both internal and external decision making. We draw upon our experience, expertise and judgment to improve the quality of information or its context. Such assurance services include reviews, agreed-upon procedures, forecasts & projections and more.

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