Run Your Business, We'll Run the Numbers
At Cohen & Grieb P.A., we partner with individuals, families, and businesses to achieve financial stability and navigate complex financial landscapes. With over 30 years of expertise in accounting, tax planning, and consulting, our team provides personalized solutions tailored to each client's unique needs.
Accounting: Your Numbers, Optimized
Our seasoned professionals take the burden of managing your financial records and reporting. We offer comprehensive accounting services that include:
- Monthly, quarterly, and annual financial statement preparation
- Budget analysis and forecasting
- Cost management and expense reduction strategies
- Accounts receivable and payable management
Tax Planning & Preparation: Maximize Your Savings
We believe in proactive tax planning to minimize your tax burden and maximize your financial advantage. Our services include:
- Individual and business tax planning and compliance
- Tax research and strategy development
- Filing deadlines and payment assistance
- Representation before tax authorities
Assurance: Gain Confidence in Your Financial Health
Our assurance services provide invaluable insights to help you make informed business decisions. We offer:
- Risk assessment and control implementation
- Internal control reviews
- Fraud detection and prevention
- Business valuation and succession planning
Business Consulting: Empowering Strategic Decisions
Our team goes beyond numbers to offer strategic guidance and support across various areas:
- Strategic planning and market analysis
- Operations efficiency and cost reduction
- Business process improvement
- Leadership and team development
Dedicated Expertise Across Industries
We understand that each client has different needs and industries have unique complexities. Our professionals have extensive experience working with:
- Physicians
- Attorneys
- Insurance agencies
- Realtors
Our Commitment to You
At Cohen & Grieb P.A., we prioritize:
- Integrity: We adhere to the highest ethical standards and maintain confidentiality.
- Transparency: We provide clear and concise communication every step of the way.
- Accessibility: We are responsive and readily available to address your questions and concerns.
Accounting Firm Review Summary
mixed reviews
The reviews are polarized, with one reviewer expressing extreme dissatisfaction and another reviewer raving about the services.
Issues with Trust and Competence
One reviewer had a disastrous experience with the firm, citing issues with trust and competence. The reviewer claims that the firm asked for repeated information, pushed for a contract with unclear terms, and demonstrated a lack of knowledge about specific IRS forms. The reviewer also expressed frustration with the firm's communication and eventual abandonment of their case.
Exceptional Service and Guidance
In stark contrast, another reviewer has been extremely satisfied with the firm's services, praising their professionalism, patience, and responsiveness. This reviewer has worked with the firm for nearly a decade and would highly recommend them to others.
