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Katz & Associate Pa - David I Katz Cpa

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1777 Reisterstown Rd Ste 40, Pikesville, MD 21208
www.cpakatz.net
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(410) 602-2266 Additional Contacts
 
Katz & Associates, PA was founded in 1967 in Baltimore, Maryland by Melvin M. Katz and Arthur L. Wiley, Jr. In 1974, they were joined in practice by David I. Katz. Together, they built an accounting and management advisory firm based on quality servic...read more
Katz & Associates, PA was founded in 1967 in Baltimore, Maryland by Melvin M. Katz and Arthur L. Wiley, Jr. In 1974, they were joined in practice by David I. Katz. Together, they built an accounting and management advisory firm based on quality service and client trust. Even as the firm grows, more than 10% of the firm's clients have been associated with the practice for more than 30 years. Katz & Associates, PA provides a full range of services to business and individuals throughout the United States. Our areas of concentration include accounting and auditing, business consulting, accounting for non-profit organizations, estate and gift tax planning, business and individual tax planning and compliance, as well as financial planning and technology services. Our staff of CPAs and business advisors has the experience and knowledge to help you succeed in today's complex business environment. We provide realistic strategies for business and tax planning. Our combined knowledge is utilized to help our clients manage their businesses and position themselves for future growth
 
 

Business Details

Categories

(Edit)
Accountants, Bookkeeping Services, Certified Public Accountants, Financial Planning Consultants & Services, Financial Services

Hours of Operation

(Edit)
  • Mon 09:00 AM-05:00 PM
  • Tue 09:00 AM-05:00 PM
  • Wed 09:00 AM-05:00 PM
  • Thu 09:00 AM-05:00 PM
  • Fri 09:00 AM-05:00 PM

Customers Served

  • Residential, Commercial

Ownership

  • Locally Owned

Products & Services

(Edit)
  • Accounting
  • Accounts Payable & Receivable
  • Advisor Searches
  • Asset & Portfolio Management
  • Asset Allocation
  • More
  • Asset Management
  • Assurance
  • Auditing
  • Bank Rating
  • Bank Reconciliations
  • Bankruptcy Assistance
  • Bid Depositories
  • Bid Reports
  • Bonding
  • Bookkeeping
  • Bookkeeping Services•Accounting Services•Tax Planning & Preparation
  • Brokerage Services
  • Business Accounting
  • Business Consulting
  • Business Planning
  • Business Services
  • Business Start-Up Planning
  • Business Tax Returns
  • Business Valuations
  • Charitable Trusts
  • Chartered Life Underwriters
  • Commodity Trading Consultants & Advisors
  • Computer Consulting
  • Consultations
  • Corporate Tax Returns
  • Cost Segregation
  • Credit Reports
  • Data Entry
  • Debt Management
  • Diversification
  • Electronic Tax Filing
  • Employee Benefit Plans
  • Equity Investments
  • Escrow Services
  • Estate & Probate Settlements
  • Estate Management
  • Estate Planning
  • Estate Tax Returns
  • Family Financial Planning
  • Federal Tax Returns
  • Financial Advisors
  • Financial Education Workshops
  • Financial Management
  • Financial Planning
  • Financing
  • Foreign Currency Traveler's Checks
  • Forensic Accounting
  • Franchise Consultants
  • Fraud Investigations
  • Free Consultations
  • Free Initial Consultations
  • Free Quotes
  • Gift Tax Planning & Returns
  • Government Auditing
  • Government Services
  • Individual Tax Returns
  • Information & Referrals
  • Inheritance Planning
  • Insurance Planning
  • Insurance Premiums
  • Internet Services
  • Investment Planning
  • Investment Research
  • Investment Services
  • IRS Audits & Negotiations
  • Letters of Credit
  • Litigation Support
  • Mergers & Acquisitions
  • Multistate Tax Returns
  • Non-Profit Auditing
  • Nonprofit Organizations
  • Notary Services
  • On-Site Services
  • Payroll Administration
  • Payroll Tax Returns
  • Personal Bookkeeping
  • Phone Quotes
  • Public School Accounting
  • Receivable Management
  • Refinancing
  • Retirement Planning
  • Sales Tax Returns
  • Same Day Appointments
  • Secretarial Services
  • Senior Discounts
  • Small Business Services
  • Staffing
  • State Tax Returns
  • Stock Investments
  • Tax Consulting
  • Tax Planning
  • Tax Problem Resolution
  • Tax Return Preparation
  • TDD Services
  • Timekeeping
  • Training
  • Traveler's Checks
  • Trust Management
  • Trusts
  • Wealth Management
  • Less

In Business Since

  • 1967

Areas Served

  • My Metro Area
 

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Katz & Associates, PA was founded in 1967 in Baltimore, Maryland by Melvin M. Katz and Arthur L. Wiley, Jr. In 1974, they were joined in practice by David I. Katz. Together, they built an accounting and management advisory firm based on quality service and client trust. Even as the firm grows, more than 10% of the firm's clients have been associated with the practice for more than 30 years. Katz & Associates, PA provides a full range of services to business and individuals throughout the United States. Our areas of concentration include accounting and auditing, business consulting, accounting for non-profit organizations, estate and gift tax planning, business and individual tax planning and compliance, as well as financial planning and technology services. Our staff of CPAs and business advisors has the experience and knowledge to help you succeed in today's complex business environment. We provide realistic strategies for business and tax planning. Our combined knowledge is utilized to help our clients manage their businesses and position themselves for future growth