Business Details
45 Years
experience
Your Trusted Bethesda Accounting Partner
Katz & Co. & Co. has been delivering comprehensive accounting and financial services to individuals and businesses for over four decades. Our Bethesda-based team combines decades of collective experience with specialized expertise in tax planning, IRS representation, QuickBooks solutions, and international financial strategies. As a trusted CPA firm, we prioritize personalized service, proactive financial planning, and adherence to the highest professional standards.Our reputation for excellence is evidenced by long-term client relationships and referrals from satisfied individuals and corporations. We are committed to helping clients retain wealth through accurate tax preparation, strategic business advisory services, and customized estate planning solutions that address evolving regulatory landscapes.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
Estate Planning
IRS Representation
International Taxation
Business Formation
Forensic Accounting
Financial Mentoring
Trust Planning
Details
- Year established: 1981
Highlights and features
- Over 36 years of combined accounting expertise
- Personalized tax strategies for complex regulations
- Certified QuickBooks ProAdvisor services
- Proven international tax compliance specialists
- 90% of new clients come from referrals
Associations and certifications
- American Institute of Certified Public Accountants
- Maryland Association of Certified Public Accountants
- D.C. Institute of Certified Public Accountants
- QuickBooks ProAdvisor
Services
Tax Preparation
Our certified tax professionals provide comprehensive tax preparation services for individuals and businesses. We specialize in navigating complex tax regulations, maximizing deductions, and ensuring compliance with federal, state, and international tax requirements. With decades of experience handling high-net-worth individuals and multinational corporations, we deliver accurate filings and strategic planning to minimize tax liabilities while maintaining full regulatory compliance.
QuickBooks Setup
As certified QuickBooks ProAdvisors, we offer tailored setup and implementation services for businesses. Our experts configure accounting systems to match specific business needs, train staff on efficient usage, and provide ongoing support to ensure accurate financial tracking. We help businesses streamline operations through customized reporting dashboards, automated workflows, and seamless integration with other financial tools.
Estate Planning
Our estate planning specialists create customized strategies to protect and transfer wealth efficiently. Services include trust creation, gift tax planning, and business succession strategies that minimize estate taxes while honoring client wishes. We work closely with legal professionals to ensure comprehensive plans that address asset distribution, charitable giving, and family partnership structures for long-term financial security.
IRS Representation
We provide expert representation for tax-related disputes and audits. Our team with extensive IRS negotiation experience handles back taxes, penalty abatements, and compliance issues. We advocate for clients through all stages of tax controversies, from initial correspondence to appeals, ensuring proper documentation and strategic defense while maintaining professional communication with tax authorities.
International Taxation
Our international tax services address cross-border financial needs for businesses and individuals. We assist with transfer pricing, foreign entity structuring, and compliance with FATCA reporting requirements. With expertise in global tax treaties and multi-jurisdictional regulations, we help clients optimize international operations while mitigating double taxation risks through strategic planning and documentation.
People
Yoav Katz
Founder
With over 40 years of accounting experience, Yoav Katz & Co. & Co. established the firm in 1981. He specializes in strategic tax planning and international financial compliance, bringing deep expertise in resolving complex tax issues for high-net-worth individuals and multinational corporations.
Questions
What tax planning services do you offer for 2024?
We provide comprehensive tax planning for individuals and businesses, focusing on new regulations including standard deduction changes, capital gains rates, and international compliance requirements.
Do you offer QuickBooks training for small businesses?
Yes, our certified ProAdvisors provide on-site and remote QuickBooks training tailored to your specific business needs and accounting workflows.
How do you handle international tax compliance?
We specialize in cross-border tax strategies, including FATCA reporting, transfer pricing, and foreign entity structuring to ensure global compliance.
What estate planning services are available?
We offer customized estate plans including trusts, family partnerships, and gift tax strategies to preserve wealth across generations.
Can you assist with IRS audit representation?
Our team provides full audit defense services, including documentation preparation and direct communication with IRS officials on your behalf.
Do you work with small business owners?
Yes, we offer payroll services, business formation, and financial mentoring specifically designed for small business needs.
