We’re a full-service accounting firm focused on developing long lasting client relationships with businesses and organizations.

Holtzman Partners has a comprehensive list of services for all businesses in the startup stage all the way to IPO. We also serve nonprofits and other niche industries, such as technology, retail, healthcare and construction.

We help companies achieve their financial objectives and goals by providing independent audit and assurance services, such as financial statement audits and reviews and employee benefit plan audits.

The tax advisors at Holtzman Partners assist clients in developing an effective and efficient tax strategy through services, such as income tax compliance, income tax planning and income tax accounting.

Holtzman Partners helps businesses safeguard their assets by ensuring their financial reporting and operations comply with the applicable laws and regulations through services, such as internal audit and SOX & regulatory compliance.

Holtzman Partners has a dedicated team of information technology audit professionals who help clients with IT-related controls and audits like SSAE 16 & SOC audits, IT risk evaluation, HIPAA audit preparation and FFIEC audit preparation.

Our team members assist clients with existing and potential accounting and financial reporting challenges. Holtzman Partners’ strategic advisory services include technical accounting, SEC filing preparation & IPO readiness, and mergers & acquisitions.

  • I worked with Holtzman Partners on a SOC 2 and ISO 27001 audit and appreciated their advice and guidance. They took the time to understand how our business works and wrote unique controls that worked for us and satisfied the requirements. They have been a valuable partner in helping us achieve the compliance standards we sought to attain.

    Chris Collins, IT Manager - Civitas Learning
  • We have been working with Holtzman Partners since 2009. Their domain expertise and team continuity has enabled them to really understand our software company and the challenges we face. They have repeatedly helped us analyze potential issues and make better decisions in real time.

    Corey Blahuta, VP of Finance - UnboundID
  • We’ve had the pleasure of working with the team at Holtzman Partners for several years now, and the level of service and expertise has been nothing but stellar. The employee benefit plan audit process is thorough, well-planned and clearly communicated, without being cumbersome, and the goal of moving our benefit plans forward the right way, has always been achieved.

    Judith Sullings, Senior VP, Operations and Human Resources - Independence Title Company
  • I have worked with Holtzman Partners for over eight years where they have provided audit and consulting services. I cannot say enough about the team at Holtzman. Their staff is consistent, professional and demonstrates strong technical skills. They are extremely responsive and easy to work with.

    Michael S. Lafair, CFO and General Counsel - Offers.com
  • We are a long-term customer of Holtzman Partners. Their thorough auditors have years of experience in SOC 1 and SOC 2, FFIEC and IT risk assessments. We’ve been able to count on them for multiple on-time audits. Their personnel are professional and friendly, and since the same personnel are assigned each time, they are familiar with our business and the security control implementations. That keeps the audit process crisp and efficient.

    Jeff Jilg, VP, Security and Compliance - Buzz Points
Articles & Updates
November 16, 2017
Now is a good time to begin preparing a year-end checklist for your retirement plan. Creating a checklist is a good way to help ensure that your plan remains in compliance.
October 26, 2017
If you understand that your nonprofit will face conflicts of interest, you can better plan for them.
Firm News
December 8, 2017
Holtzman Partners is pleased to announce that Gretchen Leifeste, partner, was honored with the Ten-year Service Award during our quarterly All-Staff Meeting on December 6.

Interested in becoming part of the Holtzman team?

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Our team provides the technical experience and industry depth that your team can trust.