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Your trusted partner in tax and accounting

At Peter Holtz CPA, we understand that running a business is a challenge. From managing finances to navigating tax laws, it's easy to feel overwhelmed. But it doesn't have to be that way. For over 35 years, we have been dedicated to helping small business owners like you find the clear path to profitability and real tax savings.

Our History and Philosophy

Our founder, Peter Holtz, is a Certified Public Accountant with a passion for helping small business owners succeed. With a deep understanding of financial and tax law, he has developed a unique approach to accounting and tax services. His goal is to empower business owners to make informed decisions and take control of their financial futures.

Our Services

At Peter Holtz CPA, we offer a range of services designed to help you achieve your goals. From cloud accounting and document management to IRS representation and CFO services, we have the expertise and tools to help you succeed.

Customized Solutions

Our team of experts will work with you to understand your unique needs and develop a customized plan to achieve your goals. Whether you need help with accounting, tax planning, or financial management, we are here to help.

Innovative Tax Reduction Strategies

Our innovative tax reduction strategies can help you reduce your tax liability and increase your profits. From year-round tax planning to integrated tax preparation and compliance, we will work with you to optimize your tax strategy and minimize your tax burden.

Profit First Business Consulting

Our profit-first business consulting approach will help you maximize your profits and reduce your taxes. From budgeting and financial management to tax planning and compliance, we will help you make informed decisions and take control of your financial future.

IRS Representation

In the event of an IRS audit, our team of experts will represent you and work to resolve the issue as quickly and efficiently as possible.

CFO Services

Our CFO services will give you the support you need to make informed financial decisions and take control of your financial future. From financial planning and budgeting to tax planning and compliance, we will work with you to achieve your goals.

Non-Profit Administration

Our team of experts will work with you to provide customized CFO services and management for your non-profit organization. From financial planning and budgeting to tax planning and compliance, we will help you achieve your mission and goals.

What Our Clients Say

Our clients rave about the service and results they receive from Peter Holtz CPA. From reducing taxes to increasing profits, we have helped businesses just like yours achieve their goals.

Contact Us

If you're ready to take control of your financial future and achieve your goals, contact us today to schedule a free consultation. We look forward to working with you!

Reviews
Positive: The firm's small group of satisfied clients praised its expertise, attention to detail, and dedication to accuracy, citing significant tax savings and successful collaborations.
Negative: The majority of reviewers described disappointing experiences with Peter Holtz CPA Services, citing poor communication, unavailability of staff, and excessive wait times, ultimately advising against using the firm.

Disappointing Experiences

The majority of reviewers shared disappointing experiences with Peter Holtz CPA Services. Several reviewers mentioned poor communication, unavailability of staff, and excessive wait times. They also expressed frustration with the lack of personal attention and old-fashioned business practices.

Positive Reviews

However, a few reviewers lauded the firm's expertise, attention to detail, and commitment to accuracy. They praised the staff's professionalism, reliability, and dedication to their clients' success.

Uncertainty and Disappointment

Some reviewers reported uncertainty and disappointment with the firm's services. They mentioned difficulties in understanding digital-only communication and issues with the firm's transition from old-school practices to digital systems. Others described lengthy wait times, unavailability of staff, and unmet expectations.

Recommendations

Only a few reviewers strongly recommended the firm, citing exceptional expertise, prompt service, and significant tax savings. However, most reviewers advised against using the firm, citing numerous issues with communication, service, and overall satisfaction.

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