(x) close
EBP audits a year
service lines
clients in tech
cpa or cisa

Holtzman Partners has a comprehensive list of services for businesses in the startup stage all the way to IPO. Our team of accounting professionals has expertise in financial statement audits, SOX compliance, employee benefit plan audits, internal audit controls, tax compliance and consulting services, SOC reporting, IT risk evaluation, and a number of advisory services, such as M&A due diligence and early-stage advisory. We approach client engagements with a customer-focused attitude, and we wrap up a project only after the client understands the deliverables issued. It’s something we did when we opened our doors in 2004, and it’s something we have continued to do since.

Click on service below to learn more.
professional affiliations
insights & news
March 3, 2020
When monitoring controls to evaluate recordkeeper contracts, consider the following suggestions for getting the most out of your plan’s recordkeeping services.
February 25, 2020
Bad things happen everywhere, and smart organizations know they need to plan ahead. What’s the state of your disaster recovery plan?
February 18, 2020
The IRS and Treasury Department issued final regulations that make significant changes to the rules that apply to hardship distributions from 401(k) and 403(b) retirement plans.
Join The Team
Working at Holtzman Partners you'll gain valuable skills through direct client exposure and personal mentorship, as well as have great opportunities to grow in your career. Find your next great opportunity with us at Holtzman Partners!
Contact Us
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.