Business Details
Philadelphia Accounting & Tax Advisory Services
At J. Cohen CPAs & Advisors, we pride ourselves on delivering excellence beyond routine tax preparation. Our team of seasoned professionals specializes in accounting, tax advisory, audit, assurance, and business real estate services tailored to individuals and companies across Philadelphia and nationwide. With decades of cumulative experience, we prioritize proactive planning and personalized guidance, ensuring clients receive strategic insights aligned with their unique financial goals.Our commitment to integrity and transparency has earned us the trust of clients ranging from startups to established enterprises. We approach each engagement with a focus on minimizing tax liabilities, maximizing credits, and providing comprehensive financial clarity. By combining technical expertise with a client-first philosophy, we aim to be a long-term partner in our clients' success, offering tailored solutions that adapt to evolving regulatory landscapes and business needs.
Services
Individual Tax Services
Business Tax Services
Audit Services
Bookkeeping Solutions
Payroll Management
Financial Reporting
Tax Credit Optimization
Real Estate Consulting
Back-Office Support
Proactive Tax Planning
Highlights and features
- We offer personalized tax planning strategies tailored to your unique financial situation.
- Our team provides proactive audit assurance services with adherence to GAAP standards.
- We serve clients nationwide with expertise in complex tax compliance matters.
- Our bookkeeping solutions reduce administrative burdens while ensuring tax readiness.
- We combine accounting expertise with real estate advisory for holistic financial guidance.
What people say
Exceptional personalized service
Proactive tax planning
Expertise in complex matters
Timely and accurate filings
Trusted financial partner
Services
Business Tax Services
Our business tax services provide tailored compliance solutions for companies of all sizes. We specialize in S-Corporation, C-Corporation, and partnership tax returns while offering strategic planning to minimize liabilities. Our team stays current with evolving tax laws to ensure accurate filings and optimal savings for Philadelphia-based and national clients.
Audit Services
We deliver GAAP-compliant audit services that ensure financial statement accuracy for stakeholders. Our engagements include employee benefit plan audits and comprehensive reviews to verify compliance and build trust. Clients benefit from our rigorous methodology and commitment to professional standards.
Bookkeeping Solutions
Our bookkeeping services streamline financial operations with monthly reporting, reconciliation, and system maintenance. We handle accounts payable/receivable and payroll processing to reduce administrative burdens, ensuring businesses maintain organized records for timely tax preparation and decision-making.
Tax Credit Optimization
We help clients maximize tax credits through strategic planning and compliance. Our experts identify eligible opportunities across real estate investments and business operations while navigating complex regulations to secure legitimate savings for individuals and companies.
Real Estate Consulting
Our real estate consulting combines financial analysis with industry expertise to support investment decisions. We provide pro forma projections, acquisition analysis, and market assessments to help clients evaluate opportunities and mitigate risks in property ventures.
People
Jacob Cohen
Managing Member
Jacob Cohen leads our Philadelphia firm with over two decades of accounting experience. He specializes in tax strategy and business advisory, helping clients navigate complex financial landscapes while maintaining a client-focused approach.
Ralph Citino
Shareholder
Ralph Citino brings extensive CPA expertise to our tax services, known for his responsive communication and tailored financial solutions. He focuses on aligning tax strategies with clients' long-term business goals.
Louis Gold
Shareholder
Louis Gold contributes specialized tax knowledge as a CPA, assisting businesses with compliance and strategic planning. His practical approach addresses both immediate needs and future financial objectives.
Adam Romanoski
Tax Manager
Adam Romanoski manages tax advisory services with expertise in emerging tax policies. He helps clients adapt to regulatory changes while providing clear explanations of complex tax implications.
Linda Scheer
Tax Manager
Linda Scheer specializes in individual and business tax compliance, known for her attention to detail in maximizing deductions and ensuring accurate filings for diverse client profiles.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, audit assurance, bookkeeping, payroll processing, and financial reporting tailored to small business needs.
Do you serve clients outside Philadelphia?
Yes, while based in Philadelphia, we serve clients nationwide with virtual and remote accounting solutions.
How do you handle complex tax situations?
Our team specializes in addressing complex tax matters including real estate investments and multi-state filings.
What sets your firm apart from other accountants?
We combine technical expertise with personalized advisory services, focusing on long-term client relationships and proactive planning.
Can you assist with tax credit optimization?
Yes, we help clients maximize available federal, state, and local tax credits through proactive strategies.
