Client Services

Cohen & Associates, LLC provides Investment Partnerships, Fund of Funds and Broker-Dealers with various accounting and tax services. Specializing in Financial Statement compilation, our accounting services provide precise and accurate monthly reports that will afford management with a clear-cut view of their business. Cohen & Associates, LLC also prepares your year end Financial Statements and work papers supplied to your auditors, if necessary.

In addition to the services described above, Cohen & Associates, LLC can file all the necessary monthly and quarterly regulatory reports for a broker-dealer, acting as liaison with the Regulatory agency on all financial matters.