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Joseph D. Katz — CPA in Merion Station, Pennsylvania

JD

Joseph D. Katz

Certified Public Accountant | Licensed in Pennsylvania
0.0 (0 reviews)
Verified Licensed
695 Beacom Lane, Merion Station, Pennsylvania 19066 View on Maps

About Joseph D. Katz

Joseph D. Katz is a certified public accountant based in Merion Station, Pennsylvania, with over 15 years of experience providing general accounting and advisory services to clients.

His practice focuses on serving family-owned enterprises and individuals, catering to their unique financial needs and tax requirements.

With expertise in basic accounting services, small business accounting, and business tax services, Katz helps clients navigate complex financial regulations and ensure compliance with tax laws.

Notably, he also provides retirement account tax reporting services to individuals and families, ensuring accurate and timely reporting of retirement account distributions and tax implications.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

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Contact Joseph D. Katz

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