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KatzAbosch

3.7 (3 reviews)
Closed • 8:30 am - 5:00 pm

By appointment only

Services - KatzAbosch

Commercial real estate

Current year tax preparation and filing

Past year(s) tax preparation and filing

2 More Services

Audit and conflict resolution support

Tax planning

KatzAbosch Photos

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Recommended Reviews - KatzAbosch

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Photo of Tala S.
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9 years ago

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7 years ago

David Witherspoon and Michelle Brennan were so amazingly friendly and assisted me with all my needs.

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430
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43

13 years ago

This is a fantastic acocunting firm. Yeah, sure I work for a competitor, but I will still refer them buisiness when we are conflicted out.

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Charles Schwab

Charles Schwab

(1 review)

I've had to come here several times in the past two months to deal with things in person because I…read morecouldn't figure out how to do them online. (Turns out, some things can't be done online.) So I was feeling a little intimidated because of that but the two gentlemen I dealt with were helpful and didn't make me feel bad about not being able to figure it out. The first time I came in, it was about 10 minutes until they were supposed to close. The guy who helped me took me to his office where he patiently answered my questions and helped solve my problems. An African American man that was at the front desk helped me and my daughter on another occasion and then helped my spouse just yesterday. Their website is clear and fairly easy to access (except those things that can't be done online). Most of all, they were professional and accessible.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

KatzAbosch - financialadvising - Updated May 2026

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