Katz

What Katz does

Katz LLC is a privately-held Chicago-based accounting and consulting firm operating as an Illinois LLC with a single headquarters at 2723 West Touhy Ave and a 1-10 employee footprint. The firm delivers a comprehensive suite of professional services organized into three categories: Accounting Services (audits, reviews, compilations, financial statement preparation, bookkeeping, and cash flow analysis), Tax Services (planning, preparation, IRS representation, and international taxation), and Consulting Services (business consulting, estate planning, retirement planning, mergers and acquisitions, business valuations, and litigation support). It also offers ancillary tools including Certified QuickBooks Pro Advisor support, over 150 interactive financial calculators on its website, and recurring tax alert publications.

The firm serves two horizontal client segments — small to mid-sized businesses and individuals — using a relationship-based sales motion that relies on referrals from a network of attorneys, stockbrokers, bankers, investment advisors, and insurance professionals. International capability is delivered indirectly through a strategic association with Broide & Co., Certified Public Accountants in Jerusalem, extending reach into Israel, Western Europe, Australia, and South Africa for cross-border tax matters. The firm participates in the AICPA Peer Review Program to signal professional quality adherence.

Revenue is generated through professional hourly-rate billing, with cost estimates provided per engagement based on client needs and project complexity and a stated multi-year engagement cadence. No revenue figures, ownership structure details, funding history, or M&A activity are disclosed. The marketing model is content-led via the firm website — tax alerts, IRS guidance summaries, interactive calculators, and a client tax organizer — positioning the site as both a service-delivery portal and a top-of-funnel lead generation channel.

Name

Katz

Legal name

Katz LLC

Website

https://katzllc.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Katz LLC is a privately-held Chicago accounting and consulting firm serving small to mid-sized businesses and individuals with accounting, tax planning and preparation, advisory, and QuickBooks integration services, operating with a 1-10 employee footprint and a partnership-mediated international tax practice.

Ownership category

akta.pro rank

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Services - Hourly Billing: The firm charges hourly rates for professional services based on each professional involved in an engagement. Fees are quoted based on particular client needs and the complexity of each project. The firm emphasizes cost-sensitive and efficient approach to work.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Katz LLC is a Chicago-based accounting and consulting firm providing professional services including accounting (audits, reviews, compilations, bookkeeping, financial statements), tax planning and preparation, business consulting, estate and retirement planning, payroll and sales tax services, IRS representation, business valuations, litigation support, and mergers & acquisitions advisory. The firm serves both individual clients and small-to-mid-sized businesses, with international tax expertise delivered through its strategic partnership with Broide & Co., CPAs in Israel.

Product overview

Katz LLC is a Chicago-based accounting and consulting firm offering a comprehensive suite of professional services organized into three main categories: Accounting Services (audits, reviews, compilations, bookkeeping, financial statements), Tax Services (planning, preparation, IRS representation, international taxation), and Consulting Services (business consulting, estate planning, retirement planning, mergers & acquisitions). The firm provides ancillary tools including QuickBooks Pro Advisor support and interactive financial calculators. The core offering is a unified professional services practice rather than a modular software platform, with services delivered through personalized client engagements rather than a SaaS product architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive accounting services including audits, reviews, compilations, financial statement preparation, bookkeeping, cash flow analysis, and financial forecasting for individual and business clients.
• Tax Planning & Preparation
• Business Consulting
• Estate Planning
• Retirement Planning
• IRS Representation
• Payroll Services
• International Taxation
• Business Valuations
• Litigation Support
• Mergers & Acquisitions Advisory

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Broide & Co., Certified Public Accountants (Israel)coreStrategic or Co-development PartnerKatz LLC has a strategic association with Broide & Co., CPAs in Jerusalem, Israel to handle international business challenges. Broide & Co. is a well-known and proactive public accounting firm in Israel with professional links throughout Western Europe, Australia, and South Africa. This partnership enables Katz LLC to serve clients with international operations and cross-border tax and business matters.

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Plante Moran: One of the largest US accounting, tax, and business advisory firms, headquartered in the Midwest (Michigan/Illinois). Comparable because it serves the same small/mid-sized business and HNW client base with a similar full-service stack (audit, tax, consulting, wealth advisory), but at vastly greater scale.
• Wipfli LLP: Top-20 US accounting and consulting firm with deep Midwest presence. Comparable because it offers tax, accounting, advisory, and QuickBooks/technology services to SMBs and individuals across overlapping geographies.
• Crowe LLP: Major US accounting firm headquartered in Chicago. Comparable because it serves mid-market and SMB clients with audit, tax, consulting, and M&A advisory services in the same Chicago metro and surrounding Midwest region.
• Cherry Bekaert: Top-30 US accounting and advisory firm. Comparable because it provides tax, assurance, advisory, and wealth services to closely held businesses and high-net-worth individuals, mirroring Katz's two primary customer segments.
• Marcum LLP: Top-15 US accounting firm with strong presence in the Northeast and growing national footprint. Comparable because it delivers tax, audit, advisory, and wealth services to SMBs, family offices, and HNW clients.
• CliftonLarsonAllen (CLA): Top-10 US accounting and professional services firm focused on private middle-market companies and their owners. Comparable because its client base (private SMBs, owner-operated businesses, HNW individuals) closely matches Katz's segmentation.
• BDO USA: Global accounting and advisory network's US member firm. Comparable because it delivers tax compliance, advisory, and wealth planning to closely held businesses and individuals, with significant Chicago-area presence.
• RSM US: US member firm of the RSM global network and a leading middle-market-focused accounting and consulting firm. Comparable because it targets mid-sized businesses with tax, audit, consulting, and technology-enabled advisory services.

Emerging players

• 1-800Accountant: Tech-enabled national accounting service targeting small businesses and individuals with subscription-based bookkeeping, tax, and advisory. Comparable because it competes for the same SMB and individual tax/compliance buyer that Katz serves, but with a digital-first delivery model.
• Pilot.com: Tech-first bookkeeping, tax, and CFO services firm focused on startups and small businesses. Comparable because it provides bookkeeping, tax, and financial reporting for small/mid-sized businesses—directly overlapping Katz's SMB service line—using a software-driven delivery model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/katz-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Katz