Tax Planning & Consulting Services

At KatzAbosch, we provide personalized tax planning and consulting services tailored to help both businesses and individuals minimize tax liability, enhance 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

Individual Tax Planning Services

We help individuals navigate complex tax situations with personalized strategies that support wealth preservation and life planning. 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

Our CPAs provide year-round guidance to help you stay ahead of regulatory changes and financial pitfalls. Let’s build a tax plan that supports your goals—today and in the future.