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Boutique Planning Practice for Tax, Corporate and Estate Planning Clients
3 Bethesda Metro Center, Bethesda, MD, 20814, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 10:00 a.m. to 6:00 p.m. | |
Tue | 10:00 a.m. to 6:00 p.m. | |
Wed | 10:00 a.m. to 6:00 p.m. | |
Thu | 10:00 a.m. to 6:00 p.m. | |
Fri | 10:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I have a somewhat complex estate tax situation that involves both Australia and the USA. Jeffrey Katz quickly understood the situation and was able to advise me. He was very responsive, his communication was clear, and the charge was minimal considering the quality of the advice. Highly recommended!
Very quick response for initial meetings being set as well as what seems like a very good process in place. Dottie was the first contact and walked me through the processes and set up meetings immediately, she was great! Jeff was really good with explaining the information and I am looking forward to the follow up meetings.
Quick response :-) Both Dottie and Jeff K are very helpful and answered my questions. I highly recommend this office. Thanks to both of you !
Quick response to my first inquiry and follow-up meeting within 48 hours. Informative meeting and he took the time to explain in layman terms, so everything was clear to me. I highly recommend.
Very Helpful in sorting through all of the issues related to the death of a family member. No pressure to engage any more than I wanted in the future. Great resource. A little heavy on the reminders for our meeting however. Received 8 email reminders over the course of three days plus one phone reminder and one text.
I just had such a productive consultation with JD KATZ!! I came in with doubt and major concern regarding my tax situation. Although, he suggested to not pursue an offer in compromise due to the statue of limitations he still went through my options. He helped me get an undeststanding on how I should pursue it. He was very honest and upfront even when we determined it would be best to not move forward with legal assistance and his representation. He is very knowledgeable and will be my first choice if I need any legal rep... read more
JDKatz, P.C. has a 4.3 star rating with 67 reviews.
JDKatz, P.C. is closed now. It will open at 10:00 a.m.
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