Firm Profile

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.


We believe in the value of strong relationships and personal service. We recognize the uniqueness of each client and view each relationship as a partnership. Our success can only result from your success.

We are committed to providing you with quality, personalized service through continual training of personnel and resources available from technological advances.

Foremost, we believe that trust is our most important asset. The trust we have established with our clients has allowed us to maintain many long-term relationships, from generation to generation.