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Overview of Services

Katz, Bernstein & Katz provides its clients with services in several different areas:

  • Matters of Taxation
    We advise clients about the tax issues and consequences involved in all kinds of transactions, and can represent clients in both federal and state tax disputes.
  • Estate Planning
    We prepare estate plans, from basic to the most sophisticated, including drafting wills and trusts, powers of attorney and health care directives.
  • Business Transactions
    We help clients with everything from business formation and operation through sale or termination of the business.
  • Estate Administration and Probate
    We help clients shoulder the burdens involved in administering a loved one’s estate and taking it through the probate process

To learn more about each of these areas, click on the links above. To learn more about Katz, Bernstein & Katz, LLP, see Our Firm.



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6900 Jericho Turnpike, Suite 100W, Syosset, NY 11791
| Phone: 516-364-5100

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