Business Details
26 Years
experience
Your Trusted CPA Partner in Rockville, MD
Cohen & Grieb is a certified public accounting firm established in 2000 by Robert Cohen and Robert V. Grieb. Our team of experienced professionals, including seven shareholders and 24 employees, specializes in providing tailored accounting, tax, and consulting services to closely held businesses and high-net-worth individuals. With expertise in industries such as real estate, healthcare, legal, and non-profit sectors, we prioritize proactive tax planning, financial analysis, and business consulting to help clients achieve long-term success.Our commitment to quality service has driven organic growth through client referrals, and we maintain rigorous adherence to technical accuracy and ethical standards. We offer comprehensive solutions including financial statement preparation, business valuations, accounting software support, and litigation assistance, ensuring clients receive strategic, personalized guidance aligned with evolving regulatory landscapes.
Services
Accounting
Tax Preparation & Planning
Assurance
Business Consulting
Financial Planning
Estate Planning
Business Valuation
Accounting Software Support
Litigation Support
Details
- Year established: 2000
Highlights and features
- We offer 25+ years of combined experience in accounting and tax services.
- Our team includes certified CPAs with industry-specific expertise.
- We provide personalized tax planning strategies to minimize liabilities.
- Our peer-reviewed assurance services ensure technical accuracy and compliance.
- We serve niche industries with tailored financial consulting solutions.
Services
Accounting
We provide comprehensive accounting services including financial statement preparation, general ledger maintenance, and bookkeeping review. Our experienced professionals deliver accurate monthly, quarterly, or annual financial reporting with critical analysis to support informed business decisions. Services also include accounting software implementation and valuation support.
Tax Preparation & Planning
Our tax services cover return preparation for businesses, individuals, estates, and trusts, combined with strategic year-round planning. We develop personalized tax reduction strategies while ensuring compliance with evolving regulations. Our approach focuses on minimizing liabilities through proactive planning tailored to each client's unique circumstances.
Assurance
We offer assurance services including financial statement reviews, agreed-upon procedures, and forecasts verification. Our team adheres to strict ethical standards and undergoes external peer reviews, consistently receiving unqualified opinions. These services enhance the reliability of financial information for internal and external decision-making.
Business Consulting
Our business consulting services provide strategic guidance for startups, business acquisitions, and operational analysis. We help clients create effective business plans, secure financing, and optimize operations. The service combines financial expertise with industry-specific insights to support growth and profitability.
Litigation Support
We deliver specialized litigation support services including financial analysis for legal disputes, damage calculations, and expert testimony preparation. Our CPAs work closely with legal teams to provide accurate, court-ready financial documentation while maintaining strict adherence to procedural standards and ethical guidelines.
People
Marc Goldstein
Shareholder
Marc Goldstein, CPA, brings extensive accounting expertise to Cohen & Grieb. With decades of experience in tax strategy and financial reporting, he specializes in serving real estate and professional service firms, delivering tailored solutions that drive business growth.
Jason Hamblin
Shareholder
Jason Hamblin, CPA, focuses on business consulting and tax planning for high-net-worth individuals. His strategic approach to financial optimization and client-centric service has earned him recognition as a trusted advisor in the Rockville business community.
Donna Baptiste
Shareholder
Donna Baptiste, CPA, specializes in nonprofit organization accounting and compliance. Her deep understanding of tax-exempt regulations and commitment to community impact make her a valuable resource for Cohen & Grieb's nonprofit clients.
Brandy Guida
Shareholder
Brandy Guida, CPA, provides expert tax planning services for medical professionals. Her industry-specific knowledge helps physicians and healthcare providers navigate complex financial regulations while maximizing tax efficiencies.
Joshua Grieb
Shareholder
Joshua Grieb, CPA, continues the firm's legacy with expertise in business valuations and litigation support. His analytical approach to financial disputes and valuation challenges has made him a key figure in Cohen & Grieb's advisory practice.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, accounting software support, and business valuation services tailored to small businesses across various industries.
Do you specialize in tax planning for specific industries?
Yes, we offer specialized tax planning for real estate, healthcare professionals, legal firms, and nonprofit organizations, addressing industry-specific regulatory requirements.
What cybersecurity resources do you provide?
We offer free cybersecurity guides including 'Cybersecurity on a Shoestring Budget' and practical tips to protect small business financial data from cyber threats.
How do you support business owners during litigation?
Our litigation support includes financial analysis, damage calculations, and expert testimony preparation to assist legal teams with complex financial disputes.
What sets your firm apart from other accounting practices?
Our combination of industry-specific expertise, personalized service from CPAs with decades of experience, and proactive approach to tax and business strategy differentiates us.
Do you offer consulting services for business startups?
Yes, we provide comprehensive startup consulting including business plan development, financing strategies, and operational structure advice to new entrepreneurs.
