LOOKING FOR ADVICE YOU CAN TRUST FROM A DC METRO CPA?

WE GET IT.
AND WE CAN HELP.

Tax Strategies to preserve and grow your wealth

Services

Let’s rediscover (together) the power of having the right information at your fingertips.

Whether you’re an entrepreneur, a closely held business, or have a complicated tax situation, Cohen CPA leverages decades of experience and strategies to address your taxes and consider how this integrates into your overall financial picture.

Our benchmark for success is helping owners overcome the stress that comes with tax filing, planning, and strategy.

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Tax Services

We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

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For Small Businesses

Establish greater profitability and business efficiency!

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Trust & Estate Tax Strategies & Compliance

We can help you manage and minimize your tax liabilities while remaining compliant.

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Business Strategies and Advice

Transform Your Business Financials with Proactive Tax Filing, Planning, and Strategy.

High Quality Comprehensive Accounting & Tax Services

I have a feeling I know why you’re reading this right now.

We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy, and all of the myriad components of an effective financial system for a business.

Am I close?

When businesses come to our “door,” they’re not just looking for a tax pro that can do the checks and balances to get yearly taxes filed.

They’re looking for reliable, experienced tax professionals in DC Metro who have industry-specific insight and tax know-how they can trust.

We know it can be difficult to keep up with tax law changes and new deductions, let alone keep your business financials in order. That’s why we’re here!

We know where to uncover tax savings no matter what industry your business is in and how to help you no matter your business tax situation.

We’ll provide you with the best possible service to ensure your business is protected and you have peace of mind when it comes to the IRS.

More About Us

Bob Cohen has been a member of XPX for 10 years. XPX, or Exit Planning Exchange, is a group of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities. In addition to his membership in XPX, Bob has served as the DC Metro Chapter Treasurer for the past seven years.

LinkedIn – XPX Recognition Article.

Remote vs In Person Work Setup for DC Metro Employers

by Robert “Bob” Cohen

Key TakeawaysRemote work can lower overhead, expand your hiring pool, and improve flexibility. But it can also create multi-state tax and payroll compliance issues. In-person work can improve training, supervision, and team cohesion, but it often comes with...

How Long Can Employers Keep Employee Records? A Record Retention Guide for DC Metro Small Business Owners

by Robert “Bob” Cohen

Key TakeawaysHow long you keep a document depends on what it is, which law applies, and sometimes your state’s rules as well. A practical baseline is to keep general personnel records for at least two years, payroll tax records at least four years, benefits...

Customer Relationship Management Tools List For DC Metro Small Business Owners

by Robert “Bob” Cohen

Key TakeawaysA CRM (Customer Relationship Management) tool centralizes leads, customer communication, and deal tracking in one platform. Most small businesses need a CRM when manual tracking leads to missed follow-ups or a lack of visibility into sales...

Client Stories

Nancy & Rand G.

Before we started working with Bob, we felt our accountant pushed our work and communication to their subordinates. However, we quickly realized Bob was hands-on and will get to know your entire financial situation. As both a business owner and a W2 employee, we sought a CPA with extensive expertise in these areas. We found this level of experience and a proactive communicator when we found Bob. It wasn’t just a once-a-year meeting anymore, and now after many, many years with Bob as our CPA, he handles our children’s tax planning and preparation too.

Les R., VP of Sales for a Technology Firm

When we first began working together, I had unique financial circumstances. Therefore, I needed someone who would dig in and work through the questions I was facing. And I didn’t want to be in a situation where I was second-guessing or wasting money. Bob brings a broader set of knowledge. He can speak to financial planning, insurance, corporate tax, M&A, and more. Bob is mindful in his considerations, he is incredibly responsive, and I feel I get the expertise I want at a fair price.

Greg G., Commercial Real Estate

Many years ago, we found Bob when our previous accounting firm shut down, and we needed to get some auditing work done. We have family businesses and commercial properties. Bob has a lot of energy, extremely knowledgeable, and he shares his knowledge freely. He asks many questions, makes suggestions, and provides recommendations. This information gives me the confidence to make informed decisions. Now, all of my children are with him too!

Barry G., Multi-entity Business Owner

I run various hospitality and property management businesses made up of several different entities, making our taxes complex and dynamic. I have confidence that Bob is looking at my entire situation. Bob and the Cohen CPA Strategies LLC team not only do proactive planning, but they also did a retroactive tax analysis that resulted in amending some returns and the receipt of some refunds. He does a great job with the data and keeping everything straight, not to mention intellectual fortitude. Now, many of my family members who own businesses also work with Cohen CPA Strategies LLC. I have and will continue to refer people to Cohen CPA Strategies LLC for tax services.

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