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What We Do

What We Do

We help companies grow by tackling their biggest business challenges.

Our Services

We offer a full range of professional services including Tax, Audit & Assurance, SOC Compliance, SOX Readiness and Compliance, Advisory, and more, catered to your industry’s unique complexities, to help you realize value throughout your business journey.

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Tax

We help you build an effective and efficient tax strategy so you can minimize tax liability and reinvest in your business.

  • Income Tax Accounting (ASC 740)
  • Federal Tax
  • State & Local Tax
  • Tax Planning

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Audit & Assurance

We help companies navigate regulatory complexity and strengthen trust, transparency, and investor confidence.

  • Financial Statement Audits
  • Employee Benefit Plan Audits
  • Financial Statement Review
  • Agreed-Upon Procedures

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SOC Reports (SSAE 18)

We help companies understand which System and Organization Controls (SOC) report best fits their organization’s needs—whether you need assurance over a specific area for a contract or are looking to ensure regulatory compliance.

  • SOC (Pre-audit) Readiness
  • SOC 1 Reports
  • SOC 2 Reports
  • SOC 3 Reports
  • SOC for Cybersecurity
  • Type 1 Reports
  • Type II Reports

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SOX Readiness & Compliance

Achieving SOX compliance is often a massive undertaking. We make the process easier by assisting with the design, implementation, and operational evaluation of an internal control environment.

  • IPO Readiness
  • SOX & Regulatory Compliance
  • Internal Audit & Controls

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Advisory

We provide a broad range of partner-driven consultative advisory services to help organizations capture value. Our multi-disciplinary approach offers unique and value-added insights, recommendations, and support to our clients.

  • M&A Transaction Advisory
  • IPO Readiness
  • Technical Accounting
  • IT Risk Evaluation & Consulting

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With You Through Every Stage of Growth

The Holtzman service model is centered around getting to know you, your business, and what you want to achieve. Whether you're a startup or a market leader, our team is prepared to help guide you throughout your business journey. We support you and your business every step of the way, not just at tax time or when you need to prepare financial statements. With diverse expertise, our trusted accountants and strategic advisors will collaborate with you to help you achieve your business goals.

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Expertise

Our team is agile and up for any challenge. Our flexible and collaborative approach enables us to impact a wide variety of industries, client types, and project scopes.

Working with us you get the breadth of professional services offered by larger firms, combined with the personalized hands-on, customized services of smaller practices. We offer the best of both worlds. Looking for help with Sarbanes-Oxley Compliance? Tax planning? SOC Reports? We bring the perfect mix of deep industry expertise, flexible solutions, and tailored approach to drive your business forward.

Diverse Industry Experience

Deep, cross-industry expertise and proven approaches to help you stay ahead of the curve.

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Professional Associations

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

Get in Touch

Let’s grow your business together.

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