Business Details
45 Years
experience
Comprehensive Accounting Services in Bethesda
Katz & Co & Co has been delivering comprehensive financial services to individuals and businesses for over four decades. Our Bethesda-based team combines 36 years of collective expertise with personalized attention to address complex tax regulations, accounting needs, and strategic financial planning. Specializing in IRS representation, business formation, estate planning, and QuickBooks solutions, we serve local and international clients with a focus on minimizing tax liabilities and maximizing wealth retention. Our certified professionals stay current with evolving tax codes to provide actionable advice tailored to each client's unique circumstances.With a client retention rate built on trust and referrals, we prioritize proactive planning for both immediate compliance and long-term financial goals. Our services extend to payroll management, forensic accounting, and international tax strategies, ensuring businesses navigate financial challenges with confidence. Backed by memberships in the American Institute of CPAs and regional accounting associations, we maintain rigorous professional standards while delivering accessible, client-centric solutions.
Services
Tax Planning
Payroll Services
IRS Representation
QuickBooks Support
Estate Planning
Business Formation
Forensic Accounting
International Taxation
Financial Mentoring
Audit Preparation
Details
- Year established: 1981
Highlights and features
- 36+ years of combined accounting expertise with certified professionals
- Certified QuickBooks ProAdvisors with specialized technology integration
- Proven success in complex IRS audit representation and tax abatement
- Tailored international tax strategies for global business operations
- Personalized financial mentoring for business growth and succession planning
Associations and certifications
- American Institute of Certified Public Accountants
- Maryland Association of Certified Public Accountants
- D.C. Institute of Certified Public Accountants
What people say
Expert tax guidance
Reliable IRS support
QuickBooks specialists
Proactive planning
Knowledgeable team
Services
Tax Planning
Our tax planning services combine deep regulatory knowledge with personalized strategies to minimize liabilities. We specialize in navigating complex changes to tax codes, including 199A regulations and international compliance requirements. With 30+ years of experience, we help clients optimize deductions, manage cross-border taxation, and implement forward-looking strategies that align with both personal and business financial goals.
IRS Representation
We provide expert defense during IRS audits, leveraging decades of experience with federal and state tax disputes. Our team handles all communication with tax authorities, reconstructs records when needed, and negotiates penalty abatements. Specializing in resolving back-tax issues and audit controversies, we protect clients' interests while ensuring compliance with current regulations through strategic documentation and representation.
QuickBooks Support
As certified QuickBooks ProAdvisors, we offer comprehensive setup, training, and ongoing support for businesses. Our services include system optimization, payroll integration, and financial reporting automation. We help clients transition to digital accounting solutions while maintaining compliance standards, with expertise in both desktop and cloud-based QuickBooks platforms tailored to small and mid-sized businesses.
Estate Planning
Our estate planning focuses on preserving wealth through strategic asset distribution and tax minimization. We help clients create comprehensive plans that address probate avoidance, beneficiary designations, and tax-efficient transfers. With expertise in both legal documentation and financial strategy, we ensure estates are structured to maximize inheritances while complying with evolving tax regulations.
Business Formation
We guide clients through selecting and establishing optimal business structures, from sole proprietorships to complex corporations. Services include entity selection analysis, compliance filings, and tax strategy implementation. Our support extends to ongoing advisory for payroll setup, accounting systems, and regulatory compliance, ensuring new businesses establish strong financial foundations aligned with growth objectives.
People
Yoav Katz
Founder & CPA
Established Katz & Co & Co in 1981 with a vision for personalized accounting solutions. Recognized nationally for expertise in tax controversy resolution and international tax planning. Holds active CPA licenses in multiple jurisdictions.
Michael Rosen
Tax Director
Specializes in corporate tax strategy with 25+ years of experience handling complex business formations and mergers. Expert in 199A regulation compliance and multi-state tax planning for growing enterprises.
Sarah Chen
QuickBooks Specialist
Certified ProAdvisor with expertise in accounting software integration. Focuses on streamlining financial operations for small businesses through customized QuickBooks implementations and staff training programs.
Questions
What tax planning services do you offer for international businesses?
We provide cross-border tax compliance, transfer pricing strategies, and foreign account disclosure guidance tailored to businesses operating globally.
How do you handle IRS audit representation?
Our team manages all IRS communication, reconstructs necessary documentation, and negotiates resolutions while protecting client interests throughout the audit process.
Can you assist with QuickBooks setup for new businesses?
Yes, we offer complete QuickBooks configuration, including chart of accounts setup, payroll integration, and customized reporting dashboards for new ventures.
What estate planning documents do you help create?
We assist with wills, trusts, power of attorney documents, and tax-efficient asset transfer strategies to ensure comprehensive estate plans.
Do you provide financial mentoring for business owners?
Yes, our mentoring services include strategic planning sessions, cash flow management guidance, and growth strategy development tailored to entrepreneurs.
