Cohen DuFour is not your average CPA firm.

In an age where complex financial and tax planning issues present themselves regularly, clients need a lot more from their financial advisors. In fact, what they prefer is a consulting firm that provides accounting and tax services. In order to respond, and in contrast to most accounting firms, we have developed a diverse professional team with members who average more than 20 years of public accounting experience, having spent most of those years working with our firm.

What Do Our Clients Expect?

Our clients come from referrals; and with that a set of high expectations. Of course they want tax returns, financial statements, and other compliance work to be handled promptly, accurately, and at a competitive price – and we deliver.

However, given the complexity of the financial world, our clients have come to expect a whole lot more and they rely on Cohen DuFour’s dedicated team of professionals to:

Demonstrate the highest ethical behavior by:

  • Meeting the most respected professional standards – our 6 successful Peer Reviews through the AICPA clearly demonstrate this commitment
  • Avoiding even the appearance of conflicts of interest – which is why we do not sell insurance or investments, manage assets, or accept referral fees
  • Always putting the interests of our clients first – for example, when we help a client with the sale or merger of their business, we pursue it vigorously, knowing we may be losing a business client as a result

Have a commitment to our clients’ unique and evolving objectives by:

  • Treating every financial problem as multi-dimensional, being sensitive to business, personal and family considerations
  • Applying a broad spectrum of experience to each situation – including the retention and coordination of advisors from other business disciplines
  • Developing and implementing a strategic plan of action for personal and business issues

Representing Businesses & Individuals

The consultants at Cohen DuFour focus on wealth management and tax strategies for high net worth families as well as businesses. In addition, we assist corporate executives by managing the tax and financial planning issues inherent in stock options, deferred compensation and other benefit plans. We developed our LIVING-LIFESTYLE-LEGACYsm approach to provide personal financial planning services, in stark contrast to the cookie-cutter formulas offered by many financial services firms.

Our Approach

The personal goals of our clients are the foundation upon which Cohen DuFour establishes and develops its proactive relationships; exploring and communicating financial issues from multiple perspectives. Our clients understand that it is not just about paying the least amount of taxes – it is about the optimum outcome, considering many variables “beyond the obvious.” Similarly, our work with privately-held companies always involves a clear and continuing respect for the owners’ ultimate personal objectives.

Cohen DuFour has a wealth of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals. We dedicate our time to the faithful service of our clients, which is why they invariably consider us their Advisors of First Choicesm.

Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).

While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.