Established Expertise Katz & Co. has over thirty years of experience in tax and accounting services, demonstrating a strong reputation for expert knowledge and reliable client service in the Washington metropolitan area, making them a trusted partner for complex financial needs.

Growth Potential With an annual revenue ranging from 1 million to 10 million and a relatively small team of 11 to 50 employees, there is significant opportunity to support their expansion, technology upgrades, or specialized service offerings to enhance their operational efficiency.

Global Clientele Serving clients not only locally but also internationally, Katz & Co. has the potential to expand its service portfolio, especially in areas like international tax advisory, cross-border accounting, and global compliance solutions.

Technology Enhancement Although specific tech stack details are not provided, modernization of accounting practices through innovative software solutions can support their growth, streamline workflows, and enhance client service capabilities.

Competitive Positioning Positioned among industry giants like PwC and Deloitte, Katz & Co. can leverage its local reputation and personalized service approach to differentiate itself in niche markets or specialized financial services within the SMB segment.