COHEN CPA STRATEGIES - Key Persons
Jennifer Pershing is a CPA based in Indiana. She brings over 25 years of accounting and tax experience from the biggest to the smallest accounting firms to the Cohen CPA Strategies LLC team. She enjoys working in family business accounting and tax, real estate accounting, and nonprofit tax. Jennifer especially loves helping small business owners get the financial information they need to run their businesses and make compliance easy.
Jennifer earned her BA in accounting from Purdue University in 1997 and is QuickBooks Online Advance certified. In her spare time, she does the accounting and tax work for the two small businesses in her immediate family. She is a proud dog mom to a rescue pup named Birdie and loves being the auntie to her nephew, what she calls her most important role in life.
Job Titles:
- CFP®, MBA / Managing Member
Whether you're an entrepreneur, a closely held business, or have a complicated tax situation, Bob leverages decades of experience and strategies to address your taxes and consider how this integrates into your overall financial picture. His benchmark for success is helping owners overcome the stress that comes with tax filing, planning, and strategy. His guiding principle includes enabling people to reap the benefit of being a business owner while managing your financial picture proactively.
A native of Fair Lawn, NJ, Bob brings his small-town feel and professional approach to his client relationships. Bob is active in the business community and has held leadership positions in large and small- sized CPA firms and the M&A advisory group, Exit Planning Exchange. Bob's hobbies include hitting the gym, watching and attending sporting events (both on hold), and spending time with his fabulous wife, Sue, and their two children.
PS - When you fill out the form, we'll also add you to our weekly email series on "Real World" Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time because they're not your standard "tax tips."
PPS - Already want to come in? We don't blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at 240-600-0410 or Email Us, we'll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!