Background & Experience

Amy Heim, a Principal with KatzAbosch, joined the firm in 2000. She is Co-Chair of the firm’s Estate and Trust Department, and has over 15 years of experience working with small-medium sized businesses. Amy specializes in estate and trust administration.

Education

York College of Pennsylvania, Bachelor of Science in Accounting

Areas of Specialization

Amy provides a full range of accounting and tax services for clients, including:

  • Estate and trust administration
  • Tax preparation
  • Tax planning for individuals and closely-held businesses

Professional Designations

  • Certified Public Accountant

Professional Affiliations and Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA)