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Elevate Your Business, Your Way

Our Vision & Values

Katz Cassidy differentiates itself by offering a personalized and proactive approach to accounting services, focusing on client success through effective problem-solving, cost-efficiency, and unwavering commitment. We take pride in being a trusted partner for businesses and individuals, empowering them to achieve financial stability and maximize their potential.

Who We Are and What We Do

Established over 55 years ago, Katz Cassidy has become a leading accounting firm in the Los Angeles area. Our team of experienced professionals combines their expertise in accounting, taxation, and financial planning to provide clients with customized solutions tailored to their unique needs.

Our commitment encompasses

  • Accessibility: We prioritize clear communication and timely responses to ensure a seamless client experience.
  • Innovation: We embrace technology and industry trends to offer efficient and effective solutions.
  • Integrity: We uphold the highest ethical standards and confidentiality in all our engagements.

Our Services

Katz Cassidy offers a comprehensive range of services to meet the diverse needs of our clients. Our expertise includes:

For Businesses

  • Financial Consulting: Strategic planning, budgeting, cost reduction strategies, mergers & acquisitions
  • Tax Compliance: Tax preparation and filing, tax planning & consulting
  • Accounting & Bookkeeping: Comprehensive accounting services, payroll management, financial statement preparation
  • Payroll Services: Efficient processing of payroll, compliance with regulations, employee benefit management

For Individuals

  • Tax Planning & Filing
  • Financial Planning & Investment Consulting
  • Individual Tax Compliance & Audits

Industries We Serve

Katz Cassidy serves a diverse clientele across various industries, including:

  • Restaurants
  • Manufacturing & Distribution
  • Real Estate & Development
  • Entertainment & Media
  • Professional Services
  • Agriculture
  • Law Firms & Consulting

Request an Appointment Today

Partner with Katz Cassidy and experience the difference our personalized approach and expertise can make for your financial success. Contact us today to schedule a consultation and discuss your unique needs.

Reviews
Positive: The reviewers praised the firm's excellent client service, expertise, and dedication.
Negative: However, one reviewer experienced errors in their tax returns, leading to a fine from the IRS.

Review Highlights

Excellent Client Service

The reviewers have consistently praised the firm and its representatives for their outstanding client service. Mark Chapman and Katz Cassidy, as well as several individual employees, have been commended for their exceptional work ethic, expertise, and dedication to their clients.

Tale of Two Experiences

Two reviewers shared their positive experiences with the firm, while one reviewer expressed mild disappointment with their experience. The first two reviewers, D. S. and Chellie C., gave 5-star ratings and lavished praise on the firm and its representatives. The third reviewer, Lacy C., also rated the firm 5 stars and recommended it to others.

Concerns about Accuracy

However, Ted U. shared a concern about the firm's accuracy. Despite working with a pleasant and consistent representative, Barbara Barschak, his sister has experienced errors in their tax returns every year. This lack of attention to detail led to a fine from the IRS for underpayment of taxes.

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