Working Together

Jacob Cohen & Company, CPAs

Tax Advisors

Jacob Cohen & Company CPAs began in 2015 with a simple mission: deliver high-quality tax services.  Since that time, we have expanded our range of services and grown in size but our focus has not changed.  Our team of professionals strive to deliver value rather than merely filling out tax forms.

Our Services

We help individuals and business owners every step of the way, from bookkeeping during the year, incorporating proactive planning along the way, to preparing timely, accurate tax filings.

Our Services

We help individuals and business owners every step of the way, from bookkeeping during the year, incorporating proactive planning along the way, to preparing timely, accurate tax filings.

Meet Our Staff

We like to put faces to the names you’re emailing so you feel comfortable and confident with your team.  Because of how personal taxes are, it is only right that you get to know us directly!

Jacob Cohen, CPA

Managing Member

Jacob is the owner and managing member of Jacob Cohen & Company, CPAs.  He is a licensed CPA with over 10 years of experience.

Jacob holds a Bachelor’s Degree in Accounting from the University of Maryland.  After working at several regional CPA firms in the Philadelphia area, Jacob started his practice in 2015 and has overseen and managed the rapid growth trajectory of the firm. Jacob is an experienced and astute tax advisor and business consultant. Jacob enjoys working with start-up companies and small businesses. His practice also focuses on real estate developers and investors as he worked for over 2 years as the Controller of Alterra Property Group, a prominent Real Estate Development firm located in Center City Philadelphia.

Jacob is the Chair of the Board of Directors of the Gershman Philadelphia Jewish Film Festival. Jacob resides in Philadelphia with his wife Sarah and their young son Elan.

Timothy Carroll, CPA, MST

Tax Director

Tim began his public accounting career in 2006 at a large regional accounting firm in Virginia.  As our Tax Director, he provides tax planning, tax compliance, and business consulting to a broad base of clients including individuals, partnerships, S Corporations, and trusts.  Tim has advised clients on tax-efficient retirement income distribution strategies, start-up business considerations, and complex estate planning.  In addition, he has written articles highlighting opportunities under §199A as well as gifting strategies.

Tim received a Bachelor of Science degree in accounting from James Madison University and earned a Master of Taxation degree from American University.  When not working with clients, Tim enjoys reading and spending time outdoors.  He strongly supports financial literacy causes and volunteers with a low-income tax preparation program.

Adam Romanoski

Senior Accountant

Adam Romanoski graduated with a B.A. in history from SUNY Binghamton in 2007.  Adam has over two years of tax return preparation and business consulting experience.  Much of Adam’s experience has been with start-up companies and real estate developers and investors.   Adam lives in the Graduate Hospital neighborhood of Philadelphia with his wife.  Outside of work, he enjoys long bike rides and being active in the Jewish community.

Joseph McHenry, CPA

Senior Accountant

Joe has been working in tax since graduating from Widener University in 2011. Joe achieved the CPA Certification in 2017. Since beginning his career he has participated in the tax planning and preparation for many types of entities including individuals, partnerships, estates, corporations and not-for-profits. An avid boxing fan, Joe spends most of his free time either in the gym or with family and friends.

Frank Lozzi, EA

Staff Accountant

Frank Lozzi is an Enrolled Agent with 5 years of tax preparation and accounting experience. Frank specializes in advising small businesses and individuals with their tax needs. He also specializes in Federal and State negotiations of tax liens. Frank lives in South Philadelphia and helps run a non-profit in Georgia called Camp Twitch and Shout, a camp for children with Tourette Syndrome. 

Sarah Gansky

Staff Accountant

Sarah has over five years of experience working for a variety of small businesses, including those involved with investment advisory, real estate development, and property management.  Her accounting knowledge includes financial reporting and month-end closing as well as individual and small business tax preparation.  Sarah received her Bachelor of Science degree in Mathematics from the New Jersey Institute of Technology and a Post Baccalaureate Certificate in Accounting from Ursinus College.

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