Katz

For over forty years, Katz & Co. has been providing personalized and comprehensive financial services to individuals and businesses in Bethesda, Maryland. We pride ourselves on building lasting relationships with our clients and proactively guiding them towards financial success.

Our Expertise

We offer an extensive range of services tailored to suit your unique needs, including:

Business Services

• Payroll Services
• Business Formation and Dissolution
• Business Valuation & Financing Solutions
• International Business Consulting
• Forensic Accounting & Litigation Support

Individual Services

• Tax Return Preparation & Planning
• Retirement Planning & Investment Guidance
• Estate & Trust Planning
• Gift Tax Planning & Analysis
• Real Estate Services

What Sets Us Apart

Our team of experienced accountants are dedicated to providing:

• Personalized attention: We take the time to understand your individual goals and concerns.
• Accessibility and communication: We prioritize clear communication and regular updates, ensuring you're always in the loop.
• Proactive solutions: We analyze your financial situation and proactively offer tailored solutions to achieve your financial goals.
• Client-centered approach: Your satisfaction is our top priority. We listen attentively to your concerns and work collaboratively with you to achieve your goals.

Our Commitment

At Katz & Co., we believe in building strong relationships with our clients and helping them achieve long-term financial success. We are committed to:

• Integrity and Transparency: We adhere to the highest ethical standards and maintain open communication throughout our engagement.
• Expertise and Proficiency: Our team is comprised of highly skilled and experienced professionals in their respective fields.
• Client-Driven Solutions: We tailor our services to your specific needs and goals.

Partnering with Katz & Co., you can expect

• Expertise you can trust
• Personalized attention and care
• Solutions tailored to your unique situation
• Transparent and open communication
• Support throughout your financial journey