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.
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
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
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
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
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
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.
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.
What Our Clients Say
Chris Perkins and his staff are professional, responsive and great to work with.
The team is responsive and has a sincere desire to help. They are quick to respond with helpful advice. The approach to the audit is reasonable and they focus on the important issues. The team is approachable and easy to work with.
I have had a great experience with our HP audit team for the last few years. They are responsive, engaged, knowledgable and we feel like they are an extension of our internal team!
Gretchen, Kevin, and the entire Holtzman team are outstanding! They are always professional, friendly, and very knowledgeable. I’d recommend their services without any reservations.
I have had a fantastic experience with them as they completed two SOC 2 Type II audits for us. I was very frustrated with the previous firm we used, I was pleasantly surprised by how much easier, more efficient, and helpful the Holtzman team was (and is!)
I’ve used Holtzman for SOC operational consulting and audit for the last 10 years across several startups and do so because they do great work, are good people who are enjoyable to work with and they are patient with start up chaos and sensitive to pricing for early stage companies. So, for my current company,… Read More »
Holtzman Partners has provided us consistently great service since day one.
Great company to work with. Staff is always helpful and informative.
I am a long-time client. I have used Holtzman across several of my companies and different types of projects. They always do solid work and would highly recommend the firm.