Tax Planning & Consulting

At KatzAbosch, we provide personalized tax planning and consulting services to help businesses and their owners minimize tax liability, improve cash flow, and align tax strategies with their long-term financial objectives. Whether you’re growing a company, managing investments, or planning for retirement, our team of experienced Certified Public Accountants and consultants will help you make informed financial decisions year-round.

Business Tax Planning Services

We work with businesses of all sizes and industries to develop tax strategies that support growth, compliance, and profitability. Our services include:

Entity selection and restructuring
Year-round tax forecasting and modeling
Multi-state and local tax (SALT) planning
International tax strategy and compliance
Tax planning for mergers, acquisitions, and exits
Succession and retirement planning for business owners
Sales and use tax planning
Strategic planning sessions and tax reduction strategies

Let’s Connect

If you have questions or need assistance, please fill out the form and a KatzAbosch representative will get back to you shortly.

High-Net-Worth Tax Planning Services

We help high-net-worth individuals navigate complex tax situations with personalized strategies that support wealth preservation and life planning. KatzAbosch’s high-net-worth tax planning is not a standalone return-preparation service; it’s an ongoing planning relationship built around our clients’ full financial picture.

Our services include:

Income tax minimization strategies
Retirement and estate tax planning
Charitable giving and philanthropic planning
Investment and capital gains planning
Education and college savings strategies
Tax planning for major life events (marriage, divorce, inheritance)
High-net-worth tax planning, including entity structuring for investments
Estate and trust tax planning in collaboration with legal advisors

“When I took over the finance role 20 years ago, they set me up for success. I’ve been happy with them for a long time.”

Christie Whittington, Vice President of RFC, Inc.