Speak directly with a fiduciary CPA advisor
Six disciplines, one continuous plan. Tax, investments, advisory, and estate are designed together — not after the fact.
A written plan covering cash flow, goals, and the trade-offs that move the needle.
Multi-year planning and preparation from a CPA — designed to compound over time.
Independent advisory and assurance work grounded in Big Four discipline.
Outsourced CFO support for owner-operators ready for the next stage.
Coordinated investment, gifting, and trust structures that keep the plan whole.
A focused second-opinion engagement on your current plan and exposure.
Different situations, same standard of care. We specialize in the people whose finances don't fit a template.
Entity structure, payroll, and year-round tax planning that scales with you.
Income deferral, retirement, and AMT-aware strategies for complex W-2s.
Depreciation, cost segregation, and clean partnership returns.
Tips reporting, multi-location books, and consolidated filings done right.
Jeffrey Cohen is a CPA and CFA based in Boca Raton with 15+ years of experience across PwC (advisory & assurance), The CIM Group (accounting & financial reporting), and KPMG (audit). Today he is the Principal Owner of Cohen Financial Solutions, advising a deliberately limited roster of clients.
Senior, credentialed professionals who treat your finances like their own.
A CPA and CFA with 15+ years across PwC, KPMG, and The CIM Group. Jeffrey pairs deep tax expertise with disciplined investment strategy, giving clients integrated guidance from a single trusted advisor.
Devin runs day-to-day bookkeeping and tax advisory for a multi-entity client base. With 7 years of experience and a B.S. in Accounting from Florida Gulf Coast University, he handles monthly close and financial analysis, business entity filings, and individual & business tax preparation — with particular depth in S-corporation and partnership returns and fixed-asset & depreciation planning.
Fluent across QuickBooks Online & Desktop Enterprise, Lacerte, and CCH Axcess Tax — pairing clean books with precise, defensible filings.
Four steps, no pressure. Most clients move from a first call to a written strategy within four weeks.
Pick a time that works. A 30-minute intro call to understand what you're navigating.
We dig into your finances, tax picture, and goals — and surface what's actually moving the needle.
A written plan with clear recommendations and the trade-offs behind each one.
We implement, then meet on a rhythm that fits your life. Adjust as markets and life evolve.
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Real outcomes built on clear advice and a relationship you can count on.
Video or phone, whichever you prefer. No obligation, no sales pitch — just a focused conversation about what you're navigating and whether we're the right fit.
The federal deadlines most clients track. We send personalized reminders tailored to your entities and states.
Dates shown are general federal deadlines and shift when they fall on a weekend or holiday. Clients receive personalized reminders tailored to their entities and states.
Plain-English notes on planning moves, deadlines, and rules that quietly change.
Thirty minutes, no obligation. Bring whatever's on your mind — we'll show you what a coordinated plan could look like.
Book a ConsultationTell us a little about what you're navigating. Jeffrey personally reviews every inquiry and replies within two business days.
Not ready to call? Ask a quick question and get a friendly answer in seconds — available 24/7 from the chat bubble in the corner.
