About Us
Meet the Team
ROBERT “BOB” COHEN, CPA, CFP®, MBA
Managing Member
Whether you’re an entrepreneur, a closely held business, or have a complicated tax situation, Bob leverages decades of experience and strategies to address your taxes and consider how this integrates into your overall financial picture. His benchmark for success is helping owners overcome the stress that comes with tax filing, planning, and strategy. His guiding principle includes enabling people to reap the benefit of being a business owner while managing your financial picture proactively.
A native of Fair Lawn, NJ, Bob brings his small-town feel and professional approach to his client relationships. Bob is active in the business community and has held leadership positions in large and small- sized CPA firms and the M&A advisory group, Exit Planning Exchange. Bob’s hobbies include hitting the gym, watching and attending sporting events (both on hold), and spending time with his fabulous wife, Sue, and their two children.
CONTACT INFORMATION
Phone: 240-600-0410
Email: bcohen@cohencpastrategies.com
PROFESSIONAL DESIGNATIONS
Certified Public Accountant (CPA)
Certified Financial PlannerTM (CFP®)
EDUCATION
Bachelor of Science, Accounting
University of Maryland, College Park
MBA, Finance
University of Maryland, College Park
Jennifer Pershing
CPA
Jennifer Pershing is a CPA based in Indiana. She brings over 25 years of accounting and tax experience from the biggest to the smallest accounting firms to the Cohen CPA Strategies LLC team. She enjoys working in family business accounting and tax, real estate accounting, and nonprofit tax. Jennifer especially loves helping small business owners get the financial information they need to run their businesses and make compliance easy.
Jennifer earned her BA in accounting from Purdue University in 1997 and is QuickBooks Online Advance certified. In her spare time, she does the accounting and tax work for the two small businesses in her immediate family. She is a proud dog mom to a rescue pup named Birdie and loves being the auntie to her nephew, what she calls her most important role in life.
CONTACT INFORMATION
Phone: 240-600-0410
Email: jpershing@cohencpastrategies.com
PROFESSIONAL DESIGNATIONS
Certified Public Accountant (CPA)
QuickBooks Online Advance Certified
EDUCATION
Bachelor of Science, Accounting
Purdue University, Indiana
Cohen CPA Strategies LLC is a Rockville, Maryland-based tax CPA firm specializing in providing individual taxes, business taxes, financial statement preparation, and trust & estate taxes for closely-held private businesses and their principals.
We pride ourselves in developing lasting relationships and serving the owners (and often their successors) throughout their business cycles.
While most of our clients are in the D.C./Maryland/Virginia (DMV) region, we provide services to companies across the U.S. In addition to our focus on serving closely-held businesses and their owners, we maintain expertise in a wide variety of other industries such as Construction, Health and Medical Professionals, Real Estate, and Technology firms. With a solid history of more than three decades of successful consulting, we are confident in our ability to add value to clients in any industry.
Let Us Help:
Dear Friend,
We have a feeling we know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Are we close?
We get it. 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.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: The State and Federal Government would love to have more of your business’s hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, we’ve compiled some resources in the last couple of years for business people like you in response to the specific tax and accounting questions we’ve received from our clients.
Click the button above to take your first step. And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted CPA in the DMV Region.”
Talk again soon,
Robert “Bob” Cohen, CPA, CFP®, MBA
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time because they’re not your standard “tax tips.”
PPS — Already want to come in? We don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at 240-600-0410 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!
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