Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro

Robert N. Cohen

Managing Member

Cohen CPA Strategies, LLC

Rockville, Maryland

Professional Profile

Call Me When

Call Me When... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.

Contact Method


  • Accountant
  • Consultant
  • Investor
  • M&A Intermediary
  • Valuation
  • Wealth Manager
  • Professional Certifications

    Certified Public Accountant; Certified Financial Planner

    Functional Expertise

  • Board of Directors (for profit)
  • Bookkeeping
  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Cash management
  • Change Management
  • Corporate finance
  • Employee engagement/ retention
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Family business
  • Finance
  • Financial Modelling
  • Human Resources
  • Investments
  • Management succession
  • Mergers
  • Real estate
  • Retirement
  • Sell side/Divestiture
  • Strategic planning
  • Tax
  • Transaction advisory
  • Business Focus

    Wealth Building, Tax, Financial Optimization

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Quarterback, Strategist and Chief Negotiator


    DC Metro

    Member Since

    Member for 10 years

    Sponsorship Type


    Chapter Leadership Role


    Why I'm a Member of XPX

    XPX maintains a heavy focus on education but also is a group where pure professionalism is weighed more highly than just prospecting.