About Us

Katz & Associates, PA was founded by Melvin M. Katz and Arthur Wiley, Jr. in Baltimore, MD in 1967. In 1974, they were joined in practice by David I. Katz. Together, the trio built an accounting and management advisory firm focused on quality service and client trust. While the firm has expanded throughout the years, 10% of the firm’s original clientele have remained with the practice for more than 50 years.

As a full-service CPA firm, we provide a wide range of services to individual clients, businesses, and not-for-profits from a multitude of financial backgrounds. Our areas of expertise include accounting and auditing, business consultations, non-profit organizations, estate and gift tax planning with evaluation services and compliance, financial planning, divorce assets, sports foundations, religious institutions, and technology services.

Katz & Associates, PA is a small firm of CPAs and entrusted business advisors who have the experience, knowledge, and personal insight to provide high quality strategies to help you financially succeed in today’s complex business environment. Our personalized, quality services are tailored to your particular financial needs in order to ensure your future profits and financial growth.

Company Philosophy

We believe in the value of strong partnerships combined with high quality services. Each client receives individualized care and is managed by our core team of experts. Your success and financial growth is our highest priority. From generation to generation, clients have entrusted Katz & Associates, PA with their financial growth and success.

Biographies

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