Contact Us


David I. Katz, CPA
Managing Partner



Email Loading Email...

David is responsible for the management of the firm and posseses a well-known expertise in non-profit accounting and tax issues. David is a 1969 graduate of the University of Maryland and joined the firm after working in an international accounting firm.

David has lectured on a variety of accounting and tax topics including subjects related to churches, ministries, and clergy, and has been featured in Baltimore Magazine. David was voted one of the Top 60 CPA's in Maryland by Smart CEO Magazine. His areas of specialization include service to closely held businesses, not-for-profit religious organizations and individuals with tax advice, estate and financial planning and valuation services.

Civic Involvement: Board Member - Center for Jewish Education, Leadership Council - State of Israel Bonds, Baltimore, Past President and Board Member - Hebrew Free Loan Association of Baltimore, Inc., Former Chairperson of Continuing Education Committee for Maryland State Board of Public Accountancy

Professional Associations: American Institute of Certified Public Accountants, Maryland Association of Certified Public Accountants