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Holtzman Partners helps companies in various industries to achieve their financial objectives and goals by providing independent audit and assurance services. We offer the following audit services:


In today’s dynamic environment, you need an independent auditor with the experience and insight to help you improve internal controls, increase efficiency and enhance processes. Holtzman Partners provides the experience you need while delivering quality, timely, and client-focused service. Throughout the audit, our goal is to add value and mitigate risk. We perform independent financial statement audits in accordance with the professional standards established by the American Institute of Certified Public Accountants.

The right benefit plan is critical to attracting and retaining top talent. We help you audit your employee benefit plans and ensure differentiation and cost savings. As your business competes for top talent, the employee benefit plan is an important part of recruiting and maintaining the best workforce. Holtzman Partners understands the complexity of ERISA and the Department of Labor audit requirements.

As a member of the AICPA Employee Benefit Plan Audit Quality Center, we stay current on emerging auditing, reporting and compliance issues and apply this knowledge to our client engagements. Our audit approach is efficient and our staff highly experienced, resulting in an efficient, value-added audit process for our clients.


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, CISO Consultant
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Do you have questions about your company’s tax or Sarbanes-Oxley compliance? Are you planning to merge or acquire another firm or are you a startup that would like some peace of mind? Maybe we’re the right fit for your company. If we’re not, we’ll recommend a firm that is.
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