Where personalized attention meets expert guidance
Who we are & what we do
J. Cohen CPAs & Advisors is a trusted accounting and consulting firm based in Philadelphia, Pennsylvania. We specialize in providing personalized financial guidance and solutions to individuals and businesses. Our team of experienced professionals works collaboratively with clients to achieve their financial goals, navigate complex regulations, and optimize their financial health.
Individual Tax Services
- Comprehensive tax planning and preparation
- Tax compliance assistance for individuals
- Tax minimization strategies and optimization
- Earned income credits maximization
- Representation before the IRS
Business Tax Services
- Corporate tax planning and compliance
- Business entity selection and formation
- Tax planning for mergers and acquisitions
- Tax compliance assistance for businesses
- Employee benefit plan consulting
Tax Consulting & Compliance
- Tax planning and compliance for real estate transactions
- Controversy resolution and tax litigation support
- Transfer pricing analysis and documentation
- Forensic accounting and litigation support
Business Advisory & Real Estate Consulting
- Strategic planning and financial modeling
- Business valuation and financial analysis
- Operational efficiency improvements
- Risk management consulting
- Business valuation and financial analysis
Bookkeeping & Back Office Accounting
- Automated bookkeeping systems implementation
- Accurate financial reporting
- Bank reconciliation and accounts payable management
- Financial statement preparation
Our Approach
We believe in building strong relationships with our clients and understanding their unique needs and goals. Our personalized approach involves:
- Active communication: We keep you informed every step of the way and provide clear explanations.
- Proactive planning: We anticipate potential problems and proactively suggest solutions.
- Transparency: We provide detailed reports and breakdowns of our work to ensure you understand your financial situation.
- Accessibility: We are responsive to your questions and concerns and encourage open communication.
Our Team
Our team of experienced professionals has diverse backgrounds and expertise in accounting, taxation, and business consulting. We are passionate about helping our clients achieve financial success and peace of mind.
Positive Experiences
The majority of the reviewers had excellent experiences with J. Cohen CPAs & Advisors. Many praised the firm's professionalism, responsiveness, and expertise. Reviewers noted that the staff is trustworthy, knowledgeable, and goes above and beyond to ensure client satisfaction.
Service
Reviewers praised the firm's responsiveness and willingness to go above and beyond to address clients' concerns. The firm's staff was described as professional, concise, trustworthy, and incredibly knowledgeable.
Expertise
Experts in taxation and business strategy, the firm's team helped clients with various tasks such as tax planning, cleaning up mistakes in previous returns, and providing general business strategy and industry connections.
Partnerships
The firm built strong partnerships with clients, becoming an integral part of their business strategies. Reviewers praised the firm's ability to understand clients' needs and provide tailored solutions.
Communication
Reviewers appreciated the firm's clear communication and ability to explain complex tax information in a clear and concise manner.
Concerns
However, one reviewer had a disappointing experience, highlighting the firm's poor communication and lack of follow-through.
Negative Experience
The reviewer, Dante G., had a poor experience with Jacob's services. He felt that Jacob was unreliable, unresponsive, and unethical, resulting in the reviewer facing IRS penalties.
Be the first to review Jacob Cohen CPA.
Write a Review
