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Sumner Cohen

owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">sumner cohen Tax preparation &amp;Advisory</span>
Intro Book
Seasoned financial expert with extensive tax preparation and planning experience.
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Location
Silver Spring, Maryland, United State...
Skills
  • Tax Preparation
  • Tax
  • Estate Planning
  • Financial Planning
  • Accounting
  • Show all
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Bio

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Sumner Cohen is a seasoned financial professional with 60+ years of experience in tax preparation, estate planning, and financial planning. He has worked as an owner, chief finance officer, and head of the Exchange Stabilization Fund, and holds an IRS Registered Income Tax Preparer certification from Suffolk University.

Credentials

  • IRS REGISTERED INCOME TAX PREPARER
    IRS
    Sep, 2010
    - May, 2026

Experience

  • sumner cohen Tax preparation &Advisory
    • owner
      • Feb 1964 - Present

      I prepare Income Tax Returns for my clients and advise them on Income Tax Matters

  • sumner cohen
    • owner
      • Jan 1964 - May 2012
  • U.S. Government
    • chief finance officer
      • Aug 1970 - Dec 1990

      Oversaw the complete Financial operation of A Federal Agency and supervised a staff of about 40 persons.I reported to the Agency Comptroller.

  • U.S. TREASURY DEPARTMENT
    • accountant
      • Aug 1970 - Aug 1973

      Head of the Exchange Stabilization Fund where i oversaw the over $4 billon and managed a staff of about 15 persons. I Wwas heavily involved with briefing high level Treasury Daepartment Ofiicials on a regular basis.

Education

  • 1965 - 1967
    Suffolk University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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