Tassi and Company

Founded in 1990 in Deer Park, US, by Joeshep A, Tassi and Company offers outsourced accounting and tax services tailored for the real estate sector. The firm has maintained a consistent focus on this niche market. In March 2025, Cohen & Company, Ltd. , a portfolio company of Lovell Minnick Partners, agreed to acquire Tassi and Company.

Tassi and Company specializes in providing outsourced accounting and tax services tailored specifically for the real estate sector. Their core offerings include comprehensive outsourced accounting services, property management and development accounting, fund and partnership accounting, as well as tax services. These services are designed to address the unique challenges faced by real estate companies, ranging from single rental properties to large-scale institutional investments. By leveraging deep industry expertise and advanced technology, Tassi and Company helps clients manage their financial operations effectively, ensuring accurate reporting and compliance with relevant regulations.

Their client base encompasses a diverse range of real estate entities, including developers, managers, and investors across the continental United States, allowing them to serve clients in both urban and suburban markets. Tassi and Company generates revenue primarily through service agreements structured as B2B partnerships. Clients engage the firm for bespoke accounting solutions, where fees may be determined based on the scope of services and the complexity of each engagement. Revenue transactions are typically based on project-based billing or retainer agreements, ensuring consistent support for clients' ongoing accounting needs.

The firm’s flagship services, such as their outsourced accounting and tax consulting, facilitate a steady revenue stream as clients benefit from tailored expertise in navigating the intricate landscape of real estate finance and taxation. Through a commitment to quality service, Tassi and Company cultivates long-term relationships, fostering repeat business and client referrals that contribute to its financial sustainability. In March 2025, Tassi and Company is set to be acquired by Cohen & Company, Ltd. , a move that aims to enhance Cohen's real estate service offerings and expand its presence in Chicago, US.

The firm plans to leverage the acquisition to further develop its service capabilities and explore new markets, specifically targeting opportunities within the broader real estate sector. The financial terms of the acquisition have not been disclosed, but the integration is expected to foster growth initiatives aimed at strengthening their client base and service efficiency.