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  • What We Do
        • Tax
          • Accounting for Income Taxes (ASC 740)
          • Federal Tax
          • State and Local Tax
          • Tax Planning
        • Audit & Assurance
          • Financial Statement Audits
          • Employee Benefit Plan Audits
          • Financial Statement Review
          • Agreed-Upon Procedures
        • SOC Reports (SSAE 18)
          • SOC (Pre-audit) Readiness
          • SOC 1 Reports
          • SOC 2 Reports
          • SOC 3 Reports
          • SOC for Cybersecurity
          • Type 1 Reports
          • Type II Reports
        • SOX Readiness & Compliance
          • IPO Readiness
          • SOX & Regulatory Compliance
          • Internal Audit & Controls
        • Advisory
          • M&A Transaction Advisory
          • IPO Readiness
          • Technical Accounting
          • IT Risk Evaluation & Consulting
  • Who We Are
  • Insights
  • Industries
  • Careers
  • Let’s Talk

With you through
every stage of growth

We approach client engagements with a customer-focused attitude, with timely delivery.

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Years Of
Service
+
Employees
Firmwide
+
Partners/
Directors
%
CPA or
CISA
Holtzman
by the Numbers
What We Do

Holtzman is a certified public accounting firm that helps growing companies realize their full value through a full suite of Audit, Advisory & Tax Services

Tax
Audit &
Assurance
SOC Reports
(SSAE 18)
SOX Readiness
& Compliance
Advisory
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Who We Are

We’re advisors, strategists, and industry problem-solvers focused on delivering exceptional service by empowering our people.

Get To Know Us
What We Believe

Do what is right, always.
Invest in people. Invest in our clients’ success. Invest in our community. That was the idea when we opened our doors over 16 years ago and remains our priority today.

We care deeply about helping you tackle your biggest business challenges and turn your vision into reality. Our clients include fast-growing, innovative middle-market organizations—along with startups, nonprofits, and leading software companies across a diverse range of industries.

Meet Our Partners
Companies We've Helped

We’re proud to serve clients across diverse industries. Discover how our team can help grow your business.

Industries We Serve
American-campus
arc
aspyr
cirrus-logic
civitas
epicor
lemi-shine
silicon-lab
Whole Foods
space-work
upland
volusion
wp-engine
What Our Clients Say

"I have worked with Holtzman Partners for many years where they have provided audit and consulting services. I cannot say enough about the team at Holtzman. Their staff are consistent, professional and demonstrate strong technical skills. They are extremely responsive and easy to work with."

Michael S. Lafair
- CFO
CS Disco
 

"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
 

I have worked with Holtzman Partners for many years where they have provided audit and consulting services. I cannot say enough about the team at Holtzman. Their staff are consistent, professional and demonstrate strong technical skills. They are extremely responsive and easy to work with.

Michael S. Lafair
- CFO
CS Disco
 

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
- Director of IT Security & Compliance
SilverCar by Audi
 

"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."

Corey Blahuta
- VP of Finance
UnboundID
 
association
Professional Associations

From deep industry expertise to strong partnerships, we bring the best of both worlds to grow your business.

Firm awards—we’re honored!

We are proud to be consistently recognized as a top firm. Join us!

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What We're Thinking

Check out our latest news, tips, and insights.

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Employee Census

Common 401K Errors: The Importance of Accurate Employee Census Data

March 9, 2021
Women's History Month

Women of Holtzman: Spotlight on Hannah Franklin

March 8, 2021
Working from home

Working from Home: A New Hire’s Perspective

March 4, 2021
Tax alert

Tax Alert: Texas Taxpayers Receive Deadline Extension

February 23, 2021
Path to Partner

Path to Partner: 8 Questions with Patrick Carvey

February 23, 2021
Financial Statement Audit

How to Prepare for Your First Financial Audit

February 17, 2021
Audit Considerations

Single Audit Considerations for Not for Profits

February 16, 2021
Audit Timeline

A First-Time Audit Timeline

February 16, 2021
SOC Reports

What are SOC Reports for, and which kind do I need?

February 16, 2021

Ready to move your business forward?

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