Glenn B. Cohen CPA

Glenn B. Cohen CPA, located in the US, offers expert accounting, tax, and advisory services primarily for individuals and small businesses, ensuring financial compliance and strategic wealth preservation. Founded in 1988, Glenn B. Cohen CPA specializes in accounting and tax services.

The firm has maintained a consistent focus on serving individual and small business clients without notable pivots. The founder has a history in the accounting sector, ensuring quality service over the decades. The firm is headquartered in Pennsylvania, US. The most recent deal involved the acquisition by Merit Financial Advisors on February 6, 2026, which helps expand their market presence in Pennsylvania.

Glenn B. Cohen CPA provides a comprehensive suite of services including tax planning and preparation, accounting and bookkeeping, estate and trust services, QuickBooks support, and advisory services for small businesses. These services aim to minimize tax liabilities and ensure compliance while fostering wealth preservation and efficient operations, serving a diverse clientele across various markets for nearly five decades. The firm generates revenue through a fee-for-service model, engaging clients for both one-time consultations and ongoing advisory services.

Primary revenue streams include fees from tax preparation, bookkeeping, and estate management consultations, with a focus on high-value offerings to maximize client satisfaction and foster long-term partnerships. Following its acquisition by Merit Financial Advisors in February 2026, Glenn B. Cohen CPA aims to leverage the resources of its new parent company to enhance its service offerings and expand into new geographic regions, particularly within Pennsylvania. The rationale behind this acquisition indicates the strategy to broaden Merit’s market presence, utilizing synergies to strengthen service delivery and operational capacity.