Cohen & Grieb, P.A. is a full service firm offering closely-held businesses and high net worth individuals a full range of professional services including- Accounting, Tax Preparation & Planning, Business Consulting, and Assurance. In addition to offering exceptional tax and financial advice, we're deeply committed to building strong, long-standing relationships with our clients.Think of us as your strategic partner, vested in your ongoing success. With a full array of closely-held business solutions at hand, we're dedicated to mapping out a well-defined plan that is aligned with your unique goals to strengthen your financial position.
Services
You can select from a wide range of services designed to help your business reach its full potential. Achieving a clear financial picture is a vital measurement of performance. Our experienced professionals provide accurate, comprehensive compiled financial statements on a monthly, quarterly, or annual basis with critical analysis, adding value beyond traditional reporting. Other services include general ledger maintenance, bookkeeping review, valuations, accounting software support, and much more.
We prepare returns for businesses, individuals, estates, and trusts and understand that careful planning throughout the year is critical to reducing your year-end tax liability. Although we recognize compliance is essential, we go well beyond that with our tax planning strategy, developing a highly-personalized plan that's right for your unique situation. And you can be assured that we remain up-to-date on the changing tax laws that affect your business.
We perform a variety of procedures to meet your needs for independent verification of information for both internal and external decision making. We draw upon our experience, expertise and judgment to improve the quality of information or its context. Such assurance services include reviews, agreed-upon procedures, forecasts & projections and more.
Reviews (2)
Laura Sherman
May 25, 2021
Teri Guidi
May 04, 2021
One star because zero or negative stars is not possible. Donna Baptiste and Cohen & Grieb, P.A. NOT TO BE TRUSTED! At least 3 times, they asked for information that had already been provided. Then they wanted me to sign a contract agreeing to pay for undefined future work at undisclosed rates, with no end date, and no language stipulating that I would be able to approve any work in advance. And, worst of all, they didn't even know what IRS form to use to report some 1099 income.
They even asked my investment advisor - he is not a tax professional! When I expressed my frustration at their lack of knowledge, they quit on me, just a few days before the filing deadline. They did do my very small, sole-owner S-corp taxes separately from personal taxes (before the contract and 1099 issues) probably just so they could bill an extra $750 on top of what they were going to bill me for my personal tax filings. I hate to imagine how much the personal ones would have set me back. Are Donna Baptiste and Cohen & Grieb worth several hundred dollars? NOT, NOT, NOT. Caveat emptor!
They even asked my investment advisor - he is not a tax professional! When I expressed my frustration at their lack of knowledge, they quit on me, just a few days before the filing deadline. They did do my very small, sole-owner S-corp taxes separately from personal taxes (before the contract and 1099 issues) probably just so they could bill an extra $750 on top of what they were going to bill me for my personal tax filings. I hate to imagine how much the personal ones would have set me back. Are Donna Baptiste and Cohen & Grieb worth several hundred dollars? NOT, NOT, NOT. Caveat emptor!
