Proactive planning is not just beneficial—it’s essential. At KatzAbosch, we offer comprehensive tax services tailored to minimize risk, maximize financial outcomes, and align with your broader business or personal wealth objectives.
Whether you’re a business owner navigating multi-state operations or a high-net-worth individual managing diverse investments, tax obligations can quickly become overwhelming. Our team of seasoned tax professionals offers more than just preparation—we deliver strategic insight, year-round guidance, and tailored solutions that help you stay ahead of regulatory changes and financial pitfalls.
What sets us apart from others is our focus on education. Your tax obligation should never be unexpected. We teach clients what to look for from a tax perspective. We’re here throughout the year–not just at tax season–to help clients grow their business and surpass their goals.
Whether you are constructing, purchasing, or expanding a building, or even relocating, KatzAbosch can show you how your property can significantly increase your cash flow by accelerating tax deductions.
KatzAbosch offers over 40 years of specialized experience in estate and trust tax preparation, administration, and planning. Our team provides meticulous support for federal and state estate tax returns, fiduciary income tax filings, and postmortem tax strategies. With deep knowledge in inheritance tax planning and IRS representation, we guide personal representatives, attorneys, and families through complex estate matters with professionalism and care.
We provide tailored tax planning for high-net-worth individuals with complex investment portfolios, including private equity, foreign assets, and alternative investments. Our advisors help clients navigate liability exposure, compliance reporting, income classification, and estate planning implications. With a proactive approach, we help minimize tax burdens, maintain regulatory compliance, and build comprehensive strategies aligned with long-term financial goals.
We help businesses and individuals navigate the complexities of cross-border taxation with confidence. Our international tax advisors provide guidance on expatriate tax matters, including inbound and outbound transactions, as well as the U.S. tax implications of foreign activities. Whether you’re expanding globally or managing foreign investments, we help you develop a tax strategy that’s compliant, efficient, and aligned with your broader business goals.
The event of a tax audit for your company or individual finances requires trained professional representation. We can handle the entire process and help minimize any interruption to your business or regular life, including IRS, state, and local examinations.
Many state tax authorities have become very aggressive and are increasing their audit frequency. Additionally, some states are implementing new statutes aimed at closing perceived “loopholes” and increasing state tax revenues. From tax planning to compliance, the KatzAbosch SALT team helps businesses identify potential risks and capitalize on state and local tax opportunities within the evolving tax landscape. We closely monitor all state tax law changes, enabling us to assist our clients with their tax compliance burden and identify ways to minimize their SALT liabilities.
Businesses face increasing pressure to optimize financial performance while complying with evolving regulations. At KatzAbosch, our tax credits & incentives advisory services are designed to help you uncover valuable opportunities that reduce your tax liability, increase cash flow, and support strategic growth.
We provide year-round tax planning and consulting services for businesses and individuals, helping you reduce tax liability, prepare for life changes, and make informed financial decisions. Our CPAs tailor strategies to your unique goals—whether you’re growing a company, managing investments, or planning for retirement.
Our tax preparation services provide accurate, timely, and compliant filings for businesses and individuals. From simple returns to complex, multi-state filings, we handle every detail with care—so you can file with confidence and avoid surprises.
