3 Bethesda Metro Center, Bethesda, MD 20814 United States
Open now:10:00 am - 6:00 pm
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Boutique Planning Practice for Tax, Corporate and Estate Planning Clients
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Brenda B. on Birdeye
a year ago
10/13/2021, 09:35 AM
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.
Anna C. on Birdeye
a year ago
10/07/2021, 10:30 AM
Quick response :-) Both Dottie and Jeff K are very helpful and answered my questions. I highly recommend this office. Thanks to both of you !
Taryn S. on Birdeye
2 years ago
01/13/2021, 11:41 AM
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.
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Patrick N. on Birdeye
3 years ago
08/24/2020, 10:48 AM
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.
Natalie D. on Birdeye
4 years ago
03/21/2019, 17:16 PM
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 representation. THANKS JD KATZ!!!
Charlie H. Coale on Facebook
8 years ago
07/28/2015, 07:26 AM
This firm has stuck with me through some mighty difficult times, They know how to get the job done!!
Charlie H. Coale on Facebook
8 years ago
07/28/2015, 02:41 AM
This firm has stuck with me through some mighty difficult times, They know how to get the job done!!
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