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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
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Home > What We Do > Tax

Tax

Home > What We Do > Tax

Tax

We help you build an effective and efficient tax strategy.

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

Tax Services

We help businesses build an effective and efficient tax strategy.
With a depth of experience in federal, state and local taxation issues and a wealth of experience across industries, our team of tax advisors will help you to take advantage of every opportunity to minimize your tax liability and reinvest in your business.

Income Tax Accounting (ASC 740)

We provide quarterly and annual support for income tax provision calculations, including assistance with the preparation or review of the income tax provision, uncertain tax position determinations, valuation allowance assessments, tax basis balance sheet support and purchase accounting resulting from a business combination.

Federal Tax

We prepare and file federal income tax returns for businesses ranging in size from start up to multinational entities. Our clients include corporations, partnerships, S-corporations, and individuals. We also help owners of controlled foreign subsidiaries prepare and file the appropriate U.S. reports to ensure they are in full compliance.

State & Local Tax

We prepare and file state and local income/franchise tax returns for our clients. If a business enters a new state, we can also perform a nexus review to help determine if filings are required.

Tax Planning

We provide tax consulting for a broad range of issues including business/entity type structuring/planning, M&A due diligence, tax accounting methods, R&D tax credits, fixed asset planning, state income tax nexus reviews and voluntary disclosure agreements.

More Services
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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
 

Your Tax Partners

jon

Jon Rausch

Partner
Tax Read Bio >
shirley

Shirley Ma

Director
Tax Read Bio >
Meet The Rest Of The Team
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Professional Associations

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

Partners to help you scale

We all bring different skills to the table, but our collective passion for collaboration, problem-solving, and quality results is what makes our team strong.

We recognize that our service delivery approach needs to be as flexible as our customers are unique. And that is a challenge we readily embrace. Whether you are a startup or a market leader, Holtzman provides the right resources, and gives you the tools you need to grow your business.

Why choose Holtzman?

High-touch Approach

High-touch
Approach

Our dedicated team works closely as an extension of your own, to develop a full understanding of your goals and objectives. We offer the kind of communication and collaboration you will not get elsewhere.

Trusted Relationships

Trusted
Relationships

Candid conversations build relationships of trust. That’s why we are a leader in personable public accounting. We build strong, mutually beneficial partnerships with every client and are a dependable resource that is ready to meet your needs.

Unrivaled Efficiency

Unrivaled
Efficiency

Your time is valuable. Our team will work closely with you to ensure the appropriate work is performed in a timely manner, and as efficiently as possible.

Comprehensive Guidance

Comprehensive
Guidance

You will get a team of highly experienced professionals and deep industry experts that are available and willing to help solve complex issues.

Get in Touch

Let’s grow your business together.

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