A Wide Variety of Tax Preparation and Accounting Services

Q: What do I need to prepare for you to complete my taxes?

For a complete list of documents needed to prepare your personal or business returns, please click on the appropriate link below: Personal Tax Checklist Business Tax Checklist

Q: How much will my return cost?

Please contact one of our Tax professionals to discuss your individual tax needs.

Q: Where are you located?

We have 2 convenient locations in New York City: 275 MADISON AVENUE, SUITE 1718, NY, NY 10016 504 GRAND STREET, SUITE M3, NY, NY 10002

Cohen & Gottlieb CPA P.C. is committed to helping our clients with their tax and accounting related questions and needs. Whether it is tax preparation, tax planning, bookkeeping or business consulting, our tax team works to explain in layman’s terms how and what needs to be done to be tax compliant. Since every individual client or business client is different and has their own specifics, we at Cohen & Gottlieb CPA P.C. treat each tax return as our most important tax return. We strive to provide timely, responsive, personalized tax saving services. When done properly, this leaves our clients with the peace of mind that that their taxes were filed correctly and the knowledge that their accountant knew who they were and did the best for them.

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OUR services

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Personal and Corporate Tax Preparation

We are responsible for reviewing our clients’ financial information and using it to prepare and file accurate income tax returns. To ensure we consistently provide quality service, our company makes sure the staff is up to date on the constantly changing tax code. Our services are available to the following:

Individual and Joint Personal Tax Returns
S Corporation (S Corp)
C Corporation (C Corp)
Limited Liability Company (LLC)
Foreign Tax Filings/FBAR
Estates
Trusts
1099 Preparation
Financial Statements
Small Business Consulting
Financial Statement Preparation
Partnerships

Tax Planning

For maximum efficiency, our team analyzes financial plans or situations from a tax perspective. Some considerations include planning for expenses and timing of income.

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Tax Resolution

Clients can feel overwhelmed with the process involved in getting current with their taxes. We will research and analyze your tax situation and walk you through getting current. This may involve filing unfiled tax returns, amending tax returns, creating payment plans with the IRS or State or Offers in Compromise. Whatever the particular situation, we will work with you toward the goal of getting this off your shoulders and bringing you a sense of Peace of Mind.

Business Consultations

We provide advice and explain how the data on various reports affects corporations. From determining business profitability to improving accounting practices, we are at your service.

FAQ

Can I email you my tax information?

Yes, you can safely and securely email us all of your tax information. We will be able to complete your return using the information and by following up over the phone and by email.

What do I need to prepare for you to complete my taxes?

How much will my return cost?

Where are you located?

Do You Have A Secure Client Portal?

Yes!

The new Cohen & Gottlieb CPA P.C. Client Portal is now available. This portal securely stores client documents, such as prior-year tax returns, that our clients have access to any time from their computer or smartphone. Clients can securely upload their tax documents to the portal and are alerted through email notifications each time a document is received from or posted for them. The Cohen & Gottlieb CPA P.C. client portal is our preferred method for document receipt, tax return review, and e-signing of tax returns.

*Please note, you can still communicate with your tax professional by phone, email, or by setting up an in-person office meeting.

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Contact Us

You can contact us by email or phone at (212) 674-1985. We look forward to working with you and will get back to you as soon as possible.