This accounting firm specializes in: Audit / Assurance, Business Tax, Consulting, and Personal Tax
We have over 100 full-time team members, not including interns and contractors. All of our audit partners and senior managers are Certified Public Accountants in the state of Texas. Over 50% of our other client-facing team members are CPAs or CISAs.
We currently have 11 partners leading our firm, many of which are former Big 4 accountants, and take a collaborative approach to solving complex issues for our clients.
We offer a full range of professional services including Tax, Audit/Assurance, SOC Compliance, SOX Readiness and Compliance, Advisory, and more to help growing companies realize value through each phase of their business journey.
We serve clients ranging from startups and middle-market leaders to large multinational conglomerates.
We offer a full range of professional services including Tax, Audit & Assurance, SOC Compliance, SOX Readiness & Compliance, Advisory, and more to support companies through each phase of their growth.
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 and Regulatory Compliance
- Internal Audit and Controls
- Transaction Advisory
- Quality of Earnings (QoE)
- financial due diligence
- IPO Readiness
- Technical Accounting
- IT Risk Evaluation and Consulting
We work with hundreds of clients from a wide variety of industries and in different stages of growth. We have extensive knowledge and experience with technology, healthcare, startup, nonprofit clients, and more. We believe that understanding your particular industry is essential to becoming an extension of your team to provide high-value service. The main industries we serve include Construction, Healthcare, Manufacturing, Natural Resources, Nonprofit, Professional Services, Technology, and Retail / CPG.
Yes, we offer a full range of professional services including Tax, Audit/Assurance, SOC Compliance, SOX Readiness and Compliance, Advisory, and more, to support the real estate industry.
Yes, we have developed a detailed understanding of the unique issues facing companies in the construction industry. We also have experience serving multi-state construction companies and construction-related entities (subcontractors and suppliers).
We have worked with construction companies who specialize in the following areas:
- Highways and bridges
- High-rise buildings
- Hotel and entertainment venues
- Office buildings/manufacturing facilities
- Ready mix
We help construction companies with the following accounting and advisory services:
- Asset impairment evaluations and considerations
- Joint venture accounting
- LIFO inventory analysis
- Cost segregation
- Revenue recognition
- Variable interest entity accounting
Yes, we have developed a detailed understanding of the unique issues facing non-profit organizations and have experience serving multiple nonprofit entities in a variety of industries.
We have worked with non-profits who specialize in the following areas:
- Charitable organizations
- Housing authorities
- Private foundations
- Schools & universities
- Trade associations
We help non-profits with the following accounting and advisory services:
- Single Audits
- A-133 accounting, compliance & reporting
- Consolidating & reporting for related organizations
- Investment accounting & reporting (including alternative investments)
- Tax-exempt status evaluation & maintenance
- Permanently & temporarily restricted funds accounting
Our core values drive our passion and uncompromising dedication to treat every customer, every Holtzman employee even our competitors, with the highest levels of respect and integrity.
Our core values:
- Be reliable
- Value teamwork
- Embrace responsibility
- Respect your coworkers
- Do great work
- Be honest
- Focus on efficiency
- Give back
- Learning mindset
- Collaborative approach to client service
We’re a dynamic team united by our commitment to treating people right and helping businesses grow. With Holtzman, it is never just about the project at hand. It is about building relationships and trust and enabling long-term growth and success. We meet you where you are, work collaboratively, and share our skills and resources every step of the way. Our talented team is the heart of Holtzman and brings unmatched dedication, creativity, and collaboration. Our mission is to empower our team to provide exceptional service to clients in every phase of their growth.
Giving back is one of our firm's core values. Whether we’re working with a local food bank to gather food for families in need, walking pets at the pet shelter, putting together packages of clothes and toys for children, being active members of the Austin Humane Society, or participating in an annual day of service—we strive to be an active, contributing member of our Austin community.
We’re committed to creating a safe, diverse, and inclusive workplace. We embrace the diversity of our people and their views, and stand united against racism, inequality, and discrimination. This makes us better and means better outcomes for our clients and community. In 2020, we enhanced our diversity campaign to include financial commitments to HBCU’s and minority-owned businesses, future partnerships with NABA and ALPFA, and revised time-off policies to include allowances for activism, voting in all local, state, and federal elections, and celebrating MLK day. These changes signify our commitment to promote actionable change that will have a lasting and meaningful impact.
Learn about our Diversity & Inclusion Initiative.
We have been ranked as a top firm for our client service and commitment to our employees. Some of our recent awards include:
- Best of Accounting award for remarkable client service from ClearlyRated (2021)
- Best Accounting Firms to Work For by Accounting Today (2020, 2021)
- Inside Public Accounting Top 300 Firms (the past 6 years)
- 10 Best Firms for Young Accountants by Accounting Today (2020)
Firm awards—we’re honored!
We are proud to be consistently recognized as a top firm.
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