Meet Our Member

Jamie KatzDSB Rock Island

Jamie Katz

Tax Shareholder

I am a Tax Specialist at DSB Rock Island, where I serve doctors, dentists, veterinarians, and other professional practices. I help my clients achieve their financial and business goals by analyzing key financial and operational data, identifying opportunities for improvement, and developing strategies for long-term growth. In addition to tax planning and financial compliance, I advise current and future practice owners on practice valuations, ownership transitions, and buy-in/buy-out planning, helping them make informed decisions with confidence.

I attended the University of Minnesota and received a bachelor’s degree in accounting and a master’s in business taxation (MBT). I am accredited in business valuation (ABV) by the American institute of Certified Public Accountants and earned a certified valuation analyst (CVA) designation from the National Association of Certified Valuators and Analysts, currently serving as treasurer for the Minnesota chapter. For the community, I support the Randy Shaver Cancer Research and Community Fund.

I get my energy from helping my clients build their businesses. My goal is to help them identify their strengths and where we can work together to help improve. It is a good day for me when I know I have helped a client grow their practice. My proudest moments are when I work with a client to successfully solve an issue.