James Katz, CPA/ABV, MBT, CVA

Shareholder // Tax

James Katz, CPA/ABV, MBT, CVA
“I get my energy from helping my clients build their businesses. My goal is to help them identify where they have strengths and where we can work together to help them improve. It is a good day for me when I know I have helped a client grow their practice and I improve my accounting practice at the same time. My proudest moments are when I work with a client to successfully solve an issue.”
// CONTACT: 952.563.6928

James works with clients to determine a plan to reach their goals. He learns where client’s practices are either on or off track and provides guidance to regain lost footing. James specializes in professional practices including the dental, medical, veterinary, law and engineering industries. He works on tax and financial compliance and provides income tax planning. In addition, James works with current and potential practice owners to advice on valuation for buy-in or buy-out transitions and provides litigation support.  

James received his bachelor’s degree in accounting and master’s in business taxation from the University of Minnesota. He is accredited in business valuation and is a certified valuation analyst. James is the treasurer of the Minnesota chapter of the National Association of Certified Valuators and Analysts and is involved in supporting the Randy Shaver Cancer Research and Community Fund 


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