Business Details
32 Years
experience
Philadelphia Tax & Financial Experts Since 1994
Holtzman Tax & Financial Services has been serving Philadelphia residents and businesses for over 29 years, specializing in tax preparation, financial planning, and insurance solutions. Our team of experienced professionals stays current with evolving federal and state tax laws to ensure accurate filings and maximize legal deductions for individuals and small businesses. We offer year-round accounting support, business consultation, and health/life insurance services, prioritizing client education and personalized strategies.With weekend appointments and free initial consultations, we combine expertise with accessibility. Our reputation for resolving complex tax issues and delivering reliable service has earned consistent client retention and referrals. We utilize secure digital tools for document sharing and maintain a commitment to transparency, standing behind our work with error-free guarantees.
Services
Tax Preparation
Accounting Services
Business Consultation
Group Health Insurance
Life Insurance
Retirement Planning
Payroll Services
Tax Problem Resolution
Details
- Year established: 1994
Highlights and features
- We have over 29 years of Philadelphia-specific tax expertise
- Offer free 20-minute consultations with qualified professionals
- Provide year-round financial guidance, not just annual tax prep
- Resolve complex tax issues from prior years
- Combine technical knowledge with personalized client education
What people say
Professional and fast
Helped with city tax issues
Resolves complicated tax problems
Secure document portal
Up-to-date on tax codes
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate federal and state filings while maximizing legal deductions. We specialize in Philadelphia's complex BIRT, Net Profit Tax, and school tax requirements. With 29 years of experience, we help individuals and businesses minimize liabilities through strategic planning and error-free submissions.
Business Consultation
We provide strategic business tax consulting for small enterprises and corporations. Our services include financial planning, payroll management, and compliance strategies tailored to Philadelphia's regulatory environment. Our team helps align tax strategies with business goals while maintaining IRS compliance through accurate record-keeping and reporting.
Group Health Insurance
Our group health insurance solutions help Philadelphia businesses provide affordable medical coverage for employees. We offer customized plans considering company size and budget, with prescription coverage options. Our service simplifies enrollment and ensures compliance with current healthcare regulations while balancing cost-effectiveness for employers.
Life Insurance
We offer personalized life insurance solutions including term and whole life policies. Our specialists assess individual needs to create policies that protect families financially. We help clients understand policy options and secure favorable rates based on their specific circumstances and long-term financial goals.
Tax Problem Resolution
We specialize in resolving tax issues from prior years, including outstanding BIR/NPT taxes. Our team negotiates with tax authorities, corrects filing errors, and implements solutions for taxpayers facing audits or collection actions. We provide ongoing support until all issues are permanently resolved.
People
Bill Holtzman
Owner/Lead Accountant
With over 29 years of Philadelphia tax expertise, Bill provides personalized financial guidance and tax solutions. He specializes in complex tax problem resolution and maintains up-to-date knowledge of changing tax codes to benefit clients.
Questions
What tax services do you offer for Philadelphia residents?
We provide complete tax preparation for Philadelphia's BIRT, Net Profit Tax, and school tax requirements, with expertise in maximizing legal deductions and resolving past tax issues.
Do you offer business tax consulting services?
Yes, we provide comprehensive business tax consulting including payroll management, financial planning, and compliance strategies tailored to Philadelphia's regulatory environment.
Can you help with health insurance coverage?
We offer group health insurance solutions for businesses and individual supplemental insurance plans, helping clients navigate Philadelphia's healthcare options.
What makes your service different from other accountants?
Our 29 years of Philadelphia-specific expertise, free initial consultations, and proven track record resolving complex tax problems set us apart from competitors.
Do you offer weekend appointments?
Yes, we provide weekend appointments by arrangement to accommodate clients' schedules outside regular business hours.
How do you handle tax issues from previous years?
We specialize in resolving outstanding tax matters, including BIR/NPT taxes, through systematic corrections and negotiations with relevant authorities.
