A Team of Experienced Professionals Dedicated to Your Success
Finn & Cohen CPAs, APC, based in Monterey, California, is a leading accounting firm offering a comprehensive range of services to individuals and businesses. Our team of experienced professionals has a deep understanding of the Monterey area economy and is committed to providing personalized guidance and solutions to meet your unique financial and business needs.
Our Mission
Our mission is to empower our clients to achieve financial success and resilience. We take a proactive and collaborative approach, working closely with you to understand your financial goals and develop tailored plans to achieve them. This includes:
- Open and honest communication to gain a deep understanding of your needs and aspirations
- Comprehensive research and thorough analysis to identify potential risks and opportunities
- Tailored solutions and strategies based on your unique financial and business circumstances
Our Services
We offer a wide range of services to meet the diverse needs of our clients. These include:
Individual Services
- Tax planning and compliance
- Financial planning and analysis
- Retirement planning and investment guidance
- Estate planning and wealth preservation
- Business valuation and financial advisory
Business Services
- Accounting and bookkeeping services
- Financial statement preparation
- Performance measurement and analysis
- Business valuation and merger/acquisition advisory
- Tax planning and compliance for businesses
Specialized Expertise
- FTB and PTE tax compliance assistance
- QuickBooks consultations and training
- Business insurance review and procurement
- Financial technology solutions implementation
Our Team
Our team of experienced professionals is highly skilled in various financial and accounting disciplines. We are dedicated to delivering exceptional client service, prioritizing open communication, responsiveness, and personalized guidance every step of the way.
Join us on your journey to financial success. Contact Finn & Cohen CPAs, APC today and let us help you achieve your financial goals!
Overall Experience
The overall experience of working with Finn & Cohen, particularly with Duncan, was exemplary. Duncan's exceptional service was praised by the author, Stephanie L., who gave the company 5 stars.
Bookkeeping Expertise
Duncan's expertise in bookkeeping was highlighted as a major strength. His ability to explain complex concepts in a clear and concise manner was commended. Stephanie praised Duncan's ability to set up her Quickbooks company efficiently, enabling her to easily record sales and track essential financial data.
Peace of Mind
The author emphasized the immense value of having a professional, such as Duncan, ensuring she is doing everything correctly from a financial perspective. This peace of mind was deemed invaluable.
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