Certified Public Accountant | Frederick, MD | Steven M Katz CPA LLC | 301-694-9712

We invite you to meet our team

Our history is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs for a rapidly changing world.

The experience and academic credentials of our staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach.

Accounting | Frederick, MD | Steven M Katz CPA LLC | 301-694-9712

Steven M. Katz, Owner

Steven is the founding member of the firm. He has a lovely wife Stephanie and two children, Ashlun and Nicholas. A graduate of the University of Maryland, he is a life member of The Frederick Noon Sertoma Club and is also a member of the Tax Division of the American Institute of Certified Public Accountants. Steven practices in Frederick with extensive experience in tax and financial planning.

Sarah Gilbert, Senior Accountant

Sarah has been working with Steve since 1984 primarily in the business accounting area. She has extensive experience working with business owners and their accounting staffs. Her main objective is to assist you in streamlining your accounting functions and provide timely service.

Dorothy Hopkins-Lippy, Staff Accountant

Dottie joined the firm in 1993 and has a variety of duties. In addition to payroll preparation for our clients, she performs monthly accounting services and financial statement preparation for most of our business clients. She also assists in preparing individual and Corporate Tax returns during the busy tax season.

Teresa Kaas, Administrative Assistant

Teresa joined the firm in August of 2003. Her smile will greet you in our reception area and she is the friendly voice answering your phone calls. She handles invoicing, assembles client documents for delivery, maintains supplies and takes care of various other tasks around the office. During our busy season, January thru April, she also processes the majority of the individual and corporate returns.

Janet Gorden Broadhurst, CPA

Janet received her B.A. in Economics with a Certificate in Accounting from UMBC in 1994. In 1995, she earned the designation of Certified Public Accountant. Janet has extensive experience in audit, individual and corporate taxation as well as small business accounting services. Janet enjoys meeting new people and gaining an understanding of their unique accounting and tax needs. Leveraging on her experience in a variety of industries including Common Interest Realty Association (CIRA), non-profit, and sole proprietor businesses, Janet customizes her services to meet the needs of her clients. Janet and her family reside in Mt. Airy and are very active in the scout and non-profit community of Frederick.

Ashlun Kunka, Financial Planning Associate

Ashlun joined the team starting in January 2013. She brings a fresh outlook and an excited attitude to each work day. Ashlun is preparing to be a licensed financial planner. She has a strong passion for customer service and is looking forward to gaining industry experience. She is Steven’s daughter so most clients already know plenty about her.

Alex Metzner, Financial Advisor

Alex is a native of Middletown, MD. Having been born and raised there, he understands the values and needs of people in our area. Alex attended Radford University, graduating spring of 2014, with a Bachelor’s in Business Finance and Management. He played Division I Men’s Tennis, and while balancing being a collegiate athlete, was part of the national society of collegiate scholars, active in Athletes in Action, and a member of Beta Alpha Psi, an international honor organization for accounting and finance. He recently joined us after two years with McAdam Financial, located in Tysons Corner. Alex was attracted to our team for a “better solutions” financial planning approach. Alex is an avid golfer, Baltimore sports teams fan, and car enthusiast. He spends a lot of his free time traveling, with family, and his lovable wiener dog, Oliver.

Accurate and Timely Accounting
With a Personalized Touch

301-694-9712

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