Services

At Katz & Co., our goal is to help you succeed by combining quality service with personal attention to your needs.  We understand that different clients have different goals.  Our experienced staff helps you think through an appropriate strategy, and then we commit ourselves to helping you achieve those goals.

Effective financial planning and tax preparation is more than simply minimizing your tax liability. We seek opportunities to maximize financial growth for your future. By staying on top of changing tax laws and regulations, we eliminate surprises. We provide the following professional services:

• Personal Financial Planning: Today, it is not enough to have a financial goal – due to the complexities of the market place, the variety of investment products available, and your individual needs. You must have a clear and well-conceived plan to be able to manage your personal finances and protect the worth you have accumulated. At Katz & Co. our experience and expertise in personal financial planning allows us to develop with you a carefully designed and achievable personal financial plan to arrive at the goals you set. Over the years, the company has assisted clients in this area because of its strong background in finance, investment and the ability to recognize the needs of the individual.
• Estate Planning: For most people, dealing with their own mortality is the most difficult subject to approach. However, it is one of the most critical and complex of planning areas, and the one that determines who is best served after an estate is activated: our loved ones or the Government. Katz & Company is expert in the delicate art of estate planning and asset valuation, and takes great pride in their ability to set up structures which maximize the goals of your estate planning whether it be for your direct heirs, charitable bequests, inter-generational transfers and insure the appropriate level of Estate Taxes. Katz & Co. has the experience in handling estate planning for prominent families in the Washington Metropolitan area which enables it to apply these experiences to a variety of individuals and families.
• Retirement Planning: At Katz and Company, we believe that there should be rewards for a lifetime of hard work, dedication, and success. One of those rewards should be a comfortable and enjoyable retirement. We recognize the crucial part that early and effective planning for retirement plays, whether as a personal supplement to a third party plan, your sole vehicle, or as part of a business plan covering you and/or your employees. We are able to mesh full compliance with the intricate requirements of the IRS and Federal Regulations with practical economic considerations, to maximize the payback after your working career has ended.
• Year-End Income Tax Preparation & Planning: If you wait until its time to file your return to plan for your taxes, you have waited too long. Katz and Company takes a pro-active position in the Income tax process, where the Preparation of a tax return is the end result of constant planning, up-to-date monitoring of law and regulation changes and their impact on your personal situation. This inter active process minimizes surprises, maximizes cash flow, and makes the actual preparation of your return a significantly less stressful experience.
• Previous Tax Return Amendments: As we all know, there is a right amount to pay in taxes, that is, our liability to the IRS as properly determined by full compliance with the tax code. This amount, we also know, is buried under a mountain of laws, regulations, opinions and tax court cases, and although no one is required to pay more than the amount rightfully due, many do just that. At Katz and Company, we understand that under the sometimes bewildering mass of laws and rules, there often exists opportunities to review what the proper liability for taxes should have been. From the correction of simple errors, application of retroactive changes in the law, proper application of allowable carry back provisions through the entire range of the Code, we are able to scrutinize prior years’ tax returns to see if what you paid has been properly determined or is subject to change.
• IRS Representation: To the average taxpayer, nothing is more daunting than an invitation from the IRS to sit down and discuss their returns or payments due. Also, it is likely that the worst person to meet with the IRS is the taxpayer. Katz & Company has a long and successful history of client representation before the IRS. We are there when you need an advocate, whether it is for an audit, to negotiate a settlement, arrange a payment plan, or get an opinion on a contemplated transaction. We have the technical knowledge, negotiating savvy and direct contact experience to guide you through the process, and a history of favorable outcomes on behalf of our clients.
• Tax Consulting Services: Thinking of a business acquisition? Or sale? Perhaps you’re considering a merger or recapitalization? Are you buying or selling a home or perhaps a rental property? Going through the unfortunate process of divorce? So many of the decisions and situations we face today have enormous tax consequences, some which you may not even realize. We believe that the tax consequences of a transaction should be intended, that is the result of proper structure and execution. Our Tax Consulting Services are designed to be able to review the contemplated transaction in the light of current tax law to insure that maximum value is attained at a minimum cost in tax burden. Over time, we at Katz and Company have found that often the difference between a successful and marginal business or personal transaction is the tax planning that proceeds it.

• General Business Consulting
• Strategic Planning
• Financial Forecasting
• Succession Planning
• Accounting
• Auditing
• Tax Strategies
• Financial Reporting