TESTIMONIALS

Accolades from clients is our best advertising.

HEAR FROM OUR CLIENTS

A great experience. Highly recommended.

“Our agency has worked with Alberto and his team for a couple of years and they have proven to be a tremendous asset for our business. Not only have they handled our bookkeeping and tax services, but they have acted as a valuable business consultant on several financial matters. It’s such a relief to be able to rely on them to handle everything for us.”

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Mark Woodruff | Woody Creative

... providing a complete solution to his clients.

“I really like Alberto’s approach to providing a complete solution to his clients. I know of several people who have started and continue using his services who impressed with his level of service and thoroughness in reviewing their situation and making informed suggestions.”

C.P. | Business owner

Top qualities: Personable, Good Value, High Integrity

“I had known Alberto S. Cohen on a minor level as we are in similar social circles and he always seemed to me to be a very friendly, personable and trustworthy person. When he told me he had started his own private accounting practice, I took a chance and hired him to do my personal taxes. I was very pleased with the results and he did a very diligent and thorough job and charged me much less than I would have paid at a bigger firm, and I believe I got more personal attention. I would definitely recommend him to anyone looking for a knowledgeable and professional CPA at a very reasonable price.”

L.T. | Business owner

Top qualities: Great Results, Personable, Expert

“I have used Alberto to assist with the preparation of my tax returns for the past several years. He is thorough in his procedures and very knowledgeable in the Tax Code. I have recommended him to several friends, whom have told me they were also pleased with his service.”

M.A. | Business owner

Listens to my unique financial situation and then suggests solutions

“Alberto is a great accountant. He listens to my unique financial situation and then suggests solutions. I feel that he has been very fair with his billing and does the work he says he will do … on time. I look forward to our continued relationship.”

D.S. | Business owner

Great Results, Expert, High Integrity

“I hired Alberto to help me with a tax matter as a result in a mistake with a previous tax return. The previous tax return was completed by a large national tax return company, so I had always assumed these companies are good at what they do. Well I learned a hard lesson, these tax companies hire seasonal preparers and these mistakes are far too common. Needless to say Alberto did a great job and I will use his professional services going further as well as refer him to any other colleagues. Thanks Alberto!”

R.C. | Business owner

Skill ... life experience ... exceptional service

“Alberto is one of the few CPAs with the combination of skill and life experience to provide exceptional service. I’ve known of several clients that have saved significant amounts thanks to Alberto. He brings the same benefits of working with a large CPA firm, but offers the personal touch.”

L.D. | Business owner

Professional, creative and a pleasure to work with

“I am currently the owner of an on-line retail business. When I started my business, Alberto set up my corporation, my accounting software and payroll services. Alberto has been preparing our taxes and counseling both my wife and I on retirement plans and finance. Alberto’s deep knowledge in personal, business taxes and accounting ultimately saved us a considerable amount of money. Alberto is professional, creative and a pleasure to work with. I recommend him without reserve.”

A.B. | Online Retailer

Extremely knowledgeable professional in tax accounting

“I have found Alberto Cohen to be an extremely knowledgeable professional in the area of tax accounting. I have used him for myself, my business and have referred him to others for their personal and business tax needs, always receiving excellent feedback.”

Great Results, Expert, High Integrity

“Alberto is a highly knowledgeable CPA who understands the needs of small business. He is a delight to work with and I recommend him wholeheartedly.”

A.R. | Business owner

OUR SERVICES

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Tax Services

Our tax planning and tax services are our specialty. We really pack a punch when we couple this with accounting services.

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Budgets & Planning

Count on us to help with simple or complex budgeting and financial planning for your business or your household.

Audit Resolution

Are you being audited by the IRS or state government? We’ve got your back.

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Accounting

Bookkeeping and accounting services … the daily financial services required for businesses and individuals.

SCHEDULE A CONSULTATION

Schedule a phone consultation or a face-to-face meeting to discuss how our full range or financial services can help you or your business.

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