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At Katz Cassidy, we are more than just accountants - we are problem solvers. With over 55 years of experience, we have built a reputation as the go-to firm for entrepreneurs and business owners who desire to achieve their financial goals. Our commitment to our clients is unparalleled, and we take pride in our ability to deliver tailored solutions that address their unique needs.

Our Team

Our team of partners is comprised of highly qualified, enterprising, and caring certified public accountants who are dedicated to providing exceptional service to our clients. With a strong background in accounting and taxation, our team is well-equipped to handle a wide range of financial and business-related matters. From financial forecasting to budgeting, cost reduction programs, and employee benefits, we have the expertise to help our clients achieve their goals.

Services

At Katz Cassidy, we offer a comprehensive range of services designed to meet the unique needs of our clients. Our services include:

  • Financial Forecasting: We help our clients create a roadmap for financial success, providing them with the tools and guidance necessary to make informed decisions.
  • Budgeting: Our team helps our clients create and implement effective budgeting strategies that are tailored to their specific needs.
  • Cost Reduction Programs: We work with our clients to identify opportunities for cost savings and develop strategies to reduce their expenses.
  • Employee Benefits: Our team specializes in designing and implementing employee benefit plans that meet our clients' specific needs.
  • Tax Consulting: Our experienced tax professionals provide expert guidance on tax-related matters, ensuring that our clients are in compliance with all relevant tax laws and regulations.
  • Auditing and Accounting: We offer a range of auditing and accounting services, including financial statement preparation, auditing, and bookkeeping.

Industries We Serve

At Katz Cassidy, we have extensive experience serving clients in a wide range of industries, including:

  • Restaurants: We have a robust and dedicated restaurant practice, serving clients across the county, including franchisors, franchisees, and independently owned operators.
  • Manufacturing: Our team of manufacturing and distribution experts has been providing financial guidance to our clients for over half a century.
  • Real Estate: Our team has years of experience helping developers, investors, and syndicators understand the income tax aspects and benefits of their business.

Our Commitment

At Katz Cassidy, we are committed to providing exceptional service to our clients. We take the time to understand our clients' unique needs and develop tailored solutions that address their specific challenges. Our team is dedicated to helping our clients achieve their financial goals, and we take pride in our ability to deliver results.

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