Our Services
At Glenn B. Cohen CPA, we deliver comprehensive tax and accounting services designed for individuals and small businesses. Our approach is proactive, practical, and relationship-focused.
Tax Planning & Preparation
Strategic tax services to minimize surprises and maximize opportunities.
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Individual & business returns
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Tax projections and planning
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Multi-state filings
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IRS and state correspondence
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Representation and notices
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Year-round consulting
Accounting & Bookkeeping
Accurate financial records that support better decisions.
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Monthly or quarterly bookkeeping
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Financial statement preparation
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Account reconciliations
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Payroll coordination
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Cash-flow analysis
Estate & Trust Services
Guidance for fiduciaries and families navigating complex responsibilities.
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Estate and trust tax returns
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Fiduciary accounting
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Beneficiary reporting
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Coordination with attorneys and advisors
QuickBooks® Services
Helping you get the most from your accounting software.
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Setup and conversion
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Cleanup projects
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Training and support
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Ongoing system management
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Customized reporting
Small Business Advisory
From startups to established companies, we partner with you.
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Entity selection
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Startup consulting
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Budgeting and forecasting
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Growth planning
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Compliance support
Individual Services
Personalized planning for life’s financial milestones.
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Retirement tax planning
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Investment tax strategies
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Education planning
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Life-event consulting