Tax & Wealth Management

Accounting for Legal Practices · Ohio, United States · 1-10 Employees

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Overview

Headquarters

600 Superior Ave Ste 2430, Cleveland, Oh...

Phone Number

(216) 583-0083

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Tax & Wealth Management

Cohen & Co offers assurance, tax, and advisory services to a diverse clientele, including privately held companies, public and private funds, and Fortune 1000 enterprises. With over 800 professionals across 15 offices in eight states, the firm is recognized as one of the largest accounting firms in Northeast Ohio. They specialize in providing tailored solutions for high-net-worth individuals and families, addressing complex tax concerns and offering insights on wealth management. The company is committed to enhancing private client services and maintaining strong relationships with their clients.Explore more
Popular SearchesTax & Wealth Management IncTax & Wealth ManagementTax Wealth Management IncSIC Code 87,872NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tax & Wealth Management

<$5M
1-10
Private
-
2006
N/A
$6.1M
11-50
Private
-
2016
N/A
<$5M
11-50
Private
<$5M
2000
KM
Karin MitchellDirector, Human Resources
<$5M
11-50
Private
-
2016
JV
Jesse VaughanHead of Business Operations
<$5M
1-10
Private
-
-
AS
Abi SchmeltzerManager, Operations
<$5M
11-50
Private
<$5M
-
CH
Carolyn HamiltonOffice Manager and Tax Preparer
<$5M
1-10
Private
-
1999
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Tax & Wealth Management is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Tax & Wealth Management is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Tax & Wealth Management.

Tax & Wealth Management Tech Stack

A closer look at the technologies used by Tax & Wealth Management

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Tax & Wealth Management

What is Tax & Wealth Management's official website?
Tax & Wealth Management's official website is www.taxandwealth.net
What is Tax & Wealth Management's Revenue?
Tax & Wealth Management's revenue is <$5 Million
What is Tax & Wealth Management's SIC code?
Tax & Wealth Management's SIC: 87,872
What is Tax & Wealth Management's NAICS code?
Tax & Wealth Management's NAICS: 54,541
How many employees does Tax & Wealth Management have?
Tax & Wealth Management has 1-10 employees
What industry does Tax & Wealth Management belong to?
Tax & Wealth Management is in the industry of: Accounting for Legal Practices, Business Services
What is Tax & Wealth Management competition?
Tax & Wealth Management top competitors include: The Wallace Firm, Jeffrey D Ressler, Daniels & Erickson, Mayoka
What companies has Tax & Wealth Management acquired?
Tax & Wealth Management has acquired the companies: Tassi, Tax & Wealth Management, Szymkowiak & Associates Cpas
What technology does Tax & Wealth Management use?
Some of the popular technologies that Tax & Wealth Management uses are: goo.gl, WooCommerce, WordPress.org, reCAPTCHA
How do I contact Tax & Wealth Management?
Tax & Wealth Management contact info: Phone number: (216) 583-0083 Website: www.taxandwealth.net
What does Tax & Wealth Management do?

Cohen & Co offers assurance, tax, and advisory services to a diverse clientele, including privately held companies, public and private funds, and Fortune 1000 enterprises. With over 800 professionals across 15 offices in eight states, the firm is recognized as one of the largest accounting firms in Northeast Ohio. They specialize in providing tailo... red solutions for high-net-worth individuals and families, addressing complex tax concerns and offering insights on wealth management. The company is committed to enhancing private client services and maintaining strong relationships with their clients.Read More

Is Tax & Wealth Management a public company?
Tax & Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Tax & Wealth Management

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