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 SOC2 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 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, Vice President Security and Compliance, Buzz Points
Articles & Updates
June 11, 2015
The IRS has issued sweeping changes to the way U.S. taxpayers are required to report interest in foreign bank accounts.
May 22, 2015
There are plenty of ways to get in trouble in the highly regulated world of employee benefit plans. But there are few ways to get in hot water faster than by engaging in prohibited transactions.
Firm News
June 16, 2015
Holtzman Partners recently recognized two of our team members for their five years of service with the firm. Audit managers Ben Wempe and Sara Wheeler were both presented with the Five Year Service Award.

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.