GARY S. COHEN CPA P.C.
About
Large network of attorneys, real estate professionals, mortgage brokers and bookkeeping/management services and others I work with.
Can be reached 7 days 9 to 7. Except Saturday's and Sunday's 11am to 5pm
I offer many other financial services such as College Funding, Retiirement.Plans, Life and disability insurance.
Budgeting
Organization of new businesses
Highlights
Hired 2 times
2 employees
45 years in business
Serves Valley Stream, NY
Offers online services
Payment methods
Credit Card, Cash, Check, Zelle
Specialties
Comfort with finances
Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning
Photos and videos
Reviews
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Evelyn V.
He didnt rush through it and good communication in person, by phone and e-mail. Very helpful with financial advice and all in all a very good and professional experience.
April 05, 2021
•Hired on Thervo
DE
Douglas E.
Friendly demeanor. Explains the tax return results beyond giving back my client copy. Is available all year and not just tax season. Fair fees.
June 29, 2020
Frequently asked questions
What is your typical process for working with a new customer?
Free one hour get together chat
What education and/or training do you have that relates to your work?
MBA in Accounting
Licensed to offer investments and insurance
Asset. Management Servicea
Services offered
Financial Services And Planning
Individual Tax Preparation
Business Tax Preparation
Business Consulting
Accounting