Business Details
23 Years
experience
Your Trusted Janesville Accounting & Tax Service Provider
Since 2003, we have provided personalized financial guidance to individuals and businesses in Janesville, WI. Our expertise spans tax preparation, accounting services, and strategic financial planning, delivered with a commitment to professionalism and client-focused solutions. By combining technical proficiency with a deep understanding of evolving tax regulations, we ensure compliance while maximizing financial opportunities for our clients. Our team prioritizes long-term relationships through consistent communication, tailored advice, and a dedication to exceeding expectations in every engagement. Services
Tax Preparation
Bookkeeping Services
Payroll Solutions
QuickBooks Support
Financial Planning
Business Advisory
Tax Planning
Cash Flow Management
Succession Planning
New Business Formation
Details
- Year established: 2003
Highlights and features
- We offer personalized financial guidance with over 20 years of local experience.
- Our team holds valid Wisconsin CPA certifications for tax and accounting expertise.
- We specialize in integrating QuickBooks solutions with tax and financial planning.
- We prioritize transparent communication and tailored client support.
- We combine affordability with comprehensive services for individuals and businesses.
Associations and certifications
- Wisconsin State Board of Public Accountancy
What people say
Knowledgeable team
Personalized service
Effective solutions
Timely responses
Financial clarity
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with federal and state regulations. Our team identifies eligible deductions and credits to minimize liabilities while maintaining accuracy. With expertise in evolving tax laws, we deliver timely, error-free filings tailored to each client's unique financial situation.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records, including accounts payable/receivable, payroll processing, and financial statement preparation. We implement systems that improve cash flow visibility and support data-driven decision-making. Clients benefit from organized records that simplify tax season and enhance business performance tracking.
Payroll Solutions
We handle payroll processing, tax withholding calculations, and regulatory compliance reporting for businesses of all sizes. Our solutions ensure timely employee payments, accurate tax filings, and adherence to changing labor laws. Clients save time while avoiding penalties through our automated payroll systems and expert oversight.
QuickBooks Support
Our QuickBooks specialists offer setup, training, and optimization services to maximize software efficiency. We customize accounting systems, reconcile records, and provide ongoing technical support. Businesses gain streamlined financial operations through cloud-based solutions and tailored reporting capabilities that improve financial oversight.
Financial Planning
We develop customized financial plans addressing tax strategies, retirement goals, and business succession. Our analysis includes risk assessment, investment guidance, and cash flow projections. Individuals and business owners receive actionable strategies to achieve long-term financial stability while adapting to changing economic conditions.
People
Michael Holtz
Owner/CPA
University of Wisconsin-Whitewater graduate with 20+ years of accounting experience. Active in local community initiatives and youth sports programs. Specializes in tax strategy and small business financial management.
Amber Downing
Office Manager
Joined Holtz Tax Service in 2018. Manages client relations and office operations. Passionate about community involvement and technology integration in accounting processes. Primary point of contact for new client onboarding.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, quarterly estimated tax planning, payroll tax compliance, and year-end reporting for corporations, partnerships, and sole proprietorships.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks setup, customization, employee training, and ongoing support to optimize accounting workflows for small to mid-sized businesses.
Do you provide financial planning for individuals?
We offer personalized financial planning including retirement strategies, tax-efficient investment approaches, and estate planning coordination.
What accounting services are included in monthly packages?
Monthly services include bank reconciliation, accounts payable/receivable management, financial statement preparation, and cash flow analysis tailored to business needs.
Are you available for year-round tax consultation?
Yes, we provide ongoing tax advisory services to address questions, plan for major transactions, and implement year-round tax-saving strategies.
