R&D Tax Credit

Holtzman Partners Launches Special Grants to Support Minority-Owned Businesses in Texas

By Holtzman Partners / May 17, 2021 / 0 Comments

AUSTIN – May 17, 2021 – Holtzman Partners, a leading certified public accounting firm, is pleased to announce that the firm will provide up to 50 hours of Pro Bono professional services (starting this year) to five different minority-owned businesses in Texas. In the past year, the firm has made significant changes to its Diversity… Read More »

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diversity month

Affinity Group Spotlight: Q&A with Rebecca Brown

By Holtzman Partners / April 13, 2021 / 0 Comments

April is Celebrate Diversity Month, a time to recognize and honor the diversity surrounding us. While diversity allows us to recognize the differences among us (including ethnicity, gender, disability, culture, religion, age, and sexual identity), we must also build an inclusive environment where those differences are welcomed and respected. Holtzman’s Diversity and Inclusion initiative is… Read More »

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SOC 1 Report

Tax Alert: IRS Extends Individual Tax Filing Deadline to May 17

By Holtzman Partners / March 24, 2021 / 0 Comments

On Wednesday, March 17, the IRS and The Treasury Department announced an automatic extension of time to file and pay 2020 Federal individual income tax filings from April 15, 2021, to May 17, 2021. The extended filing deadline gives individuals more time to prepare or make updates to their tax returns. This extension was issued… Read More »

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Women's History Month

Women of Holtzman: Spotlight on Hannah Franklin

By Holtzman Partners / March 8, 2021 / 0 Comments

Our Holtzman women contribute mightily to our firm’s success throughout the year. Women’s History Month is an opportunity for us to showcase the contributions of some of our women leaders. Please join us as we share their experiences as female professionals in the accounting industry this month. Today’s spotlight is on Hannah Franklin, a Manager… Read More »

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Tax alert

Tax Alert: Texas Taxpayers Receive Deadline Extension

By Holtzman Partners / February 23, 2021 / 0 Comments

Good news for Texas. On February 22, 2021, the IRS announced that victims of winter storms that began February 11, 2021, now have until June 15, 2021, to file various individual and business tax returns and make certain tax payments. According to the statement, taxpayers and tax preparers affected by the winter storms that reside… Read More »

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Path to Partner

Path to Partner: 8 Questions with Patrick Carvey

By Holtzman Partners / February 23, 2021 / 0 Comments

Meet our newest Audit Partner, Patrick Carvey! Patrick was promoted to his new role this January and we are delighted to have his leadership. Patrick joined Holtzman in April 2012 and has over 10 years of public accounting experience. He specializes in financial statement audits and employee benefit plan audits. In this new role, Patrick… Read More »

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Retirement Plan

A First-Time Audit Timeline

By Holtzman Partners / February 16, 2021 / 0 Comments

You know that this year it’s essential that your company get a financial statement audit done, but just how long is it going to take, and what does it actually mean to have one done? Let’s break down each of the major steps below, along with the milestones that are accomplished in each part. Of… Read More »

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Mya Kelly

Path to Director: 8 Questions with Mya Kelly

By Holtzman Partners / January 27, 2021 / 0 Comments

Mya Kelly was recently promoted to Holtzman’s Director of Human Resources. She has been recognized for formalizing and implementing our firm’s HR systems, policies, and programs as our firm has continued to expand. In her role, Mya oversees employee engagement initiatives, employee training and development, recruitment, workforce planning, and compliance activities. We caught up with… Read More »

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Path to Director

Path to Director: 8 Questions with Shirley Ma

By Holtzman Partners / January 21, 2021 / 0 Comments

Shirley Ma, who has led Holtzman’s Tax provision efforts since she joined the firm, was promoted to Director this January. In her new role, she will focus on leading and growing our firm’s Accounting for Income Taxes (ASC 740) practice. Shirley will also help lead large corporate tax engagements as well as international compliance across… Read More »

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Path to Director

Path to Director: 8 Questions with Jillian Bergman

By Holtzman Partners / January 13, 2021 / 0 Comments

Jillian Bergman, a leader on Holtzman’s Audit and Advisory team for the past 12 years, was promoted to Director this January. She will lead our firm’s mergers and acquisitions (M&A) Transaction Advisory practice and continue to serve as a multi-tool leader handling SOX and audit engagements that have a technology focus. We recently caught up… Read More »

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Disaster Recovery

New Year/New Face: Holtzman Partners Unveils New Brand Identity & Website

By Holtzman Partners / January 5, 2021 / 0 Comments

AUSTIN – January 5, 2021 – Holtzman Partners, a leading certified public accounting firm, today unveiled its new brand identity, redesigned logo, and website, which are intended to more clearly represent the company’s comprehensive service offerings and value to customers. “Over the last few months, we have been dedicated to creating a new brand identity… Read More »

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brand identity

Say Hello to the New Holtzman!

By Holtzman Partners / December 22, 2020 / 0 Comments

Notice something different around here? That is right — after 16 years of serving startups to middle market leaders in Texas, we have given the Holtzman brand a modern facelift! We are thrilled to reveal a new brand identity (logo, fonts, and color palette) that we feel better reflects our firm today and symbolizes our… Read More »

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