Alvin D. Katz

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Alvin Katz headshot
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Location: Timonium, MD
Credentials: CPA
Practice areas: Consulting and tax

Alvin D. Katz
Co-founder and Director

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“I have always made it my approach to understand, align with, support and help improve my clients’ agenda of critical priorities and goals,” says Alvin D. Katz. To accomplish this, Katz has adopted a variety of strategies, such as creating strong business-to-business relationships, building a team with the right mix of generalists and subject-matter experts, and engaging in systematic account planning and development. In addition to learning about clients’ business issues, Katz makes it a point to find out their personal challenges, goals, likes and dislikes. “You have to get to know the whole person … to have successful, long-term outcomes,” he says. “It’s common sense, but you have to be fair to people, and treat them the way you would want to be treated.”

QUICK TIP: “Don’t look back. Something might be gainin’ on you.” – Leroy “Satchel” Paige

Elizabeth Sherman headshot“Alvin has had a tremendous impact on my company. He has a wealth of knowledge about accounting, tax policies, state credits, etc. Aside from that, he has become a confidant with whom I can easily discuss the growth of my business, strategic plans and potential new opportunity areas. He is not just our accountant — he is a true friend whom I highly respect and admire. Alvin has connected me with other businesses and key points of contact that have allowed for the growth and visibility of my company. He has an incredible ability to connect people who will develop quite synergistic relationships, to the benefit of all those involved.” – Elizabeth Rendon-Sherman, CEO, LG-TEK