☰
Full service CPA and professional services
  • Business Services
    • Payroll Services
    • Financial Mentoring
    • Structured Partnerships
    • IRS Representation
    • Financial Reporting
    • Business Formation
    • Business Valuations
    • Business Dissolution
    • Alternate and Traditional Financing
    • Small Business
    • Litigation Support
    • Forensic Accounting
  • Individual Financial Services
    • Retirement Planning
    • Tax Return Preparation
    • Personal Tax Planning for the New and Current 2019 Regulations
    • IRS Representation
    • Trusts and Estate Planning
    • Family Partnerships
    • Financial Advice
    • Gift Tax Planning
    • Real Estate Services
  • International Services
    • Transfer Pricing
    • International Taxation Strategies
  • Quickbooks Services
    • Quickbooks Bethesda Experts
    • Quickbooks Training
    • QuickBooks Setup
  • About
  • Contact
  • Blog
  • Tax Rates

Client Portal

We provide our clients with a secure client portal to access sensitive documents.  If you are a current client, please feel free to contact our office at any time to set up access to your documents.

  • It’s time for 2021 tax planning. We know how to help you! Contact us today to set up a consultation with one of our experienced tax experts.

  • Great! Thank you for your message. We will contact you shortly.
  • Recent Posts

    • Two Last Minute Tax Planning Tips for 2019
    • What You Need to Know for 2019 Tax Planning
    • 2019 Tax Planning Tips
    • The 2017 Versus 2018 Tax Tables
    • Tips on Tax Planning for 2018: What You Need to Know!
  • Contact Us About us Client Portal

    Securities offered through Medallion Investment Services, Inc. Member of NASD & SIPC

    Member of The American Institute of Certified Public Accountants, The Maryland Association of Certified Public Accountants, The D.C. Institute of Certified Public Accountants.

    SiteLock SSL
  • © Copyright 2025 Katz & Co., P.A. - 4641 Montgomery Avenue Suite, 200 Bethesda 20814
  • Phone: 301.951.8700 | Email: info@katzcpa.com