Business Details
45 Years
experience
Your Trusted Bethesda Accountants for Expert Tax and Accounting Services
Katz & Co. & Co. has been delivering comprehensive accounting, tax, and financial services to individuals and businesses for over four decades. Our Bethesda-based team combines 36 years of collective expertise with a client-centric approach, specializing in tax planning, IRS representation, estate planning, and international tax strategies. Recognized nationally for our technical proficiency, we prioritize long-term client relationships through proactive financial guidance and adherence to evolving regulations.Our services extend to QuickBooks support, business formation, forensic accounting, and tailored solutions for real estate and international clients. With a focus on wealth preservation and regulatory compliance, we serve as trusted advisors to both local and global entities.
Services
Tax Preparation
IRS Representation
QuickBooks Services
Estate Planning
International Taxation
Forensic Accounting
Business Formation
Wealth Preservation
Payroll Services
Financial Mentoring
Details
- Year established: 1981
Highlights and features
- We offer over 30 years of experience in tax and accounting services.
- Our team provides tailored solutions for international tax compliance.
- We specialize in IRS representation and audit defense strategies.
- QuickBooks experts streamline accounting processes for small businesses.
- Proven expertise in estate planning and wealth preservation.
Services
Tax Preparation
Our Bethesda accountants provide comprehensive tax preparation services for individuals and businesses. We ensure compliance with current regulations while optimizing deductions and credits. With expertise in evolving tax codes, we help clients minimize liabilities and maximize refunds through strategic planning and accurate filings.
IRS Representation
Katz & Co. & Co. offers expert IRS representation for audits, collections, and disputes. Our team negotiates on behalf of clients to resolve tax issues efficiently. We develop strategies to address back taxes, payment plans, and penalty abatements while maintaining compliance with federal regulations.
Estate Planning
We create customized estate plans to protect assets and ensure smooth wealth transfer. Services include trust formation, will preparation, and tax-efficient strategies. Our planners minimize estate taxes through family partnerships and charitable vehicles while aligning plans with clients' long-term financial goals.
QuickBooks Services
As certified QuickBooks experts, we provide setup, training, and ongoing support. Our services optimize accounting workflows for small businesses through system customization and staff education. We ensure accurate financial reporting and streamlined tax preparation using the latest software features.
International Taxation
We assist businesses with cross-border tax compliance, transfer pricing, and entity formation. Our international tax services address regulatory requirements for U.S. companies operating abroad and foreign entities entering the U.S. market. We develop strategies to minimize global tax exposure while ensuring compliance.
Questions
What accounting services does Katz & Co. & Co. & Co. offer?
We provide tax preparation, IRS representation, estate planning, QuickBooks support, business formation, forensic accounting, and international tax services for individuals and businesses.
Do you specialize in international tax compliance?
Yes, we offer international tax planning, transfer pricing strategies, and compliance services for U.S. companies expanding globally and foreign entities operating in the U.S.
Can you help with QuickBooks setup and training?
Our certified QuickBooks ProAdvisors provide customized software setup, staff training, and ongoing support to streamline accounting processes for small businesses.
What experience do your accountants have?
Our team has over 36 years of combined experience in tax planning, audit defense, and financial consulting, serving clients since 1981.
How does Katz & Co. & Co. & Co. handle estate planning?
We create personalized estate plans using trusts, family partnerships, and tax-efficient strategies to preserve wealth and ensure asset distribution according to your wishes.
