Business Details
45 Years
experience
Trusted Accounting Services in Bethesda, MD
Katz & Co. & Co. has been delivering comprehensive accounting and financial services to individuals and businesses for over four decades. Our Bethesda-based team combines 36 years of collective expertise with personalized attention, specializing in tax planning, IRS representation, business formation, and international taxation. We prioritize long-term client relationships, with most new clients coming from referrals due to our proven track record of minimizing tax liabilities and maximizing financial growth. Our certified QuickBooks experts streamline accounting processes for small businesses, while our forensic accountants provide litigation support and audit defense.With a focus on wealth preservation and regulatory compliance, we serve local, national, and international clients, adapting to evolving tax codes since 1981. Our commitment to transparency and client education ensures informed decision-making, supported by downloadable tax resources and proactive planning strategies. As a trusted advisor, we address complex issues like estate planning, business dissolution, and cross-border financial structuring, maintaining affiliations with professional organizations including the American Institute of CPAs.
Services
Tax Planning
IRS Representation
Business Formation
Payroll Services
Estate Planning
QuickBooks Services
Forensic Accounting
International Taxation
Audit Defense
Financial Mentoring
Details
- Year established: 1981
Highlights and features
- We offer 36 years of combined accounting expertise with personalized service.
- Our team provides IRS audit defense and tax penalty abatement strategies.
- Certified QuickBooks experts streamline small business accounting processes.
- Specialized in international tax compliance and cross-border financial planning.
- Proven success in complex estate planning and business formation strategies.
Services
Tax Planning
Our tax planning services optimize financial outcomes through strategic deductions, credits, and compliance strategies. We specialize in navigating complex regulations for individuals and businesses, ensuring minimized liabilities while maximizing growth opportunities. With proactive year-round planning, we help clients adapt to changing tax codes and implement structures that preserve wealth across generations.
IRS Representation
We provide expert IRS representation during audits and tax disputes, leveraging decades of experience to achieve favorable resolutions. Our team handles communication with tax authorities, reconstructs financial records when needed, and develops penalty abatement strategies. This service protects clients from aggressive IRS tactics while ensuring compliance with evolving federal and state regulations.
Business Formation
Our business formation guidance helps entrepreneurs select optimal legal structures while ensuring regulatory compliance. We assist with entity selection (LLC, S-Corp, etc.), licensing requirements, and tax implications. This service includes developing business plans, establishing accounting systems, and creating partnership agreements to support long-term operational success and liability protection.
Payroll Services
We offer comprehensive payroll management solutions that handle tax calculations, employee classifications, and compliance reporting. Our certified QuickBooks experts implement automated systems for time tracking, benefits administration, and multi-jurisdictional tax filings. This service ensures accurate wage distribution while reducing administrative burdens for small business owners.
Estate Planning
Our estate planning services protect clients' assets through strategic wills, trusts, and gifting strategies. We address tax implications of inheritance while ensuring distribution aligns with clients' wishes. This includes developing plans for business succession, minimizing estate taxes, and creating structures that preserve wealth for future generations through legally sound documentation.
People
Yoav Katz
Founder
Yoav Katz & Co. & Co. established the firm in 1981, bringing decades of experience in tax strategy and international compliance. He specializes in complex IRS dispute resolution and business succession planning.
Questions
What tax planning services do you offer for 2024?
We provide comprehensive tax planning strategies for individuals and businesses, focusing on deductions, credits, and entity structures that minimize liabilities under current regulations.
Can you help with IRS audit representation?
Yes, our team offers expert IRS audit defense, including record reconstruction, penalty abatement strategies, and direct communication with tax authorities to protect your interests.
Do you support small business payroll needs?
We manage complete payroll services including tax calculations, employee classifications, and compliance reporting using certified QuickBooks integration for small businesses.
What estate planning options exist?
We develop customized estate plans using trusts, wills, and gifting strategies to ensure asset distribution according to your wishes while minimizing tax exposure.
Are you experienced with international tax compliance?
Yes, we specialize in cross-border tax planning, FBAR reporting, and international business structuring for clients with global financial interests.
