Made for you

At Peter Holtz CPA, We Make Your Business Work for You

Running a business is tough—administrative overload and confusing tax laws can leave you feeling lost. But with 38 years of experience, we’ve got a clear path to profitability and tax savings. You deserve accounting that helps you save time, make more money, and reduce taxes. Let us help you take back control and focus on what really matters—growing your business.

275+

Thriving Businesses

$20,000

Taxes saved on average

12 Hours

Saved per week on average

Your Industry, Our Expertise

Discover tailored accounting solutions designed to meet the unique challenges and opportunities of your industry. From retail and real estate to non-profit, logistics, food services, tax resolutions, and professional services, we bring specialized knowledge and strategic guidance to help your business thrive.

Empowering retail businesses with financial solutions to optimize growth, streamline operations, and stay competitive.

RETAIL
SERVICES

REAL ESTATE/ CONTRUSTION SERVICES

Maximize real estate growth with expert financial solutions for portfolio resilience, tax benefits, and strategic decision-making.

NON-PROFIT
ADMINISTRATION

Achieve mission-driven success with financial clarity, accountability, and resources that maximize your impact.

Boost food service profitability with financial insight and solutions that support operational growth and adaptability.

FOOD
SERVICES

TAX
RESOLUTIONS

Resolve tax challenges and restore financial stability with expert guidance and proactive strategies.

PROFESSIONAL
SERVICES

Elevate your professional practice with custom financial solutions that support growth, compliance, and client focus.

LOGISTICS
SERVICES

Streamline logistics operations and drive profitability with financial strategies tailored for efficiency and growth.

Customized Solutions Tailored For Your Business

Cloud Accounting and
Document Management

Backed by over 35 years of experience, we simplify technology for small businesses, offering efficient, cloud-based bookkeeping and accounting solutions.

Profit First
Business Consulting

Business consulting focused on management, using world-class budgeting strategies and profit maximization techniques to drive financial success.

IRS
Representation

We provide IRS audit support and negotiate offers and settlements on your behalf.

Non-Profit
Administration

Tailored CFO services and strategic management designed specifically for your non-profit organization.

CFO Services and
Complete Outsourcing

Expert financial leadership and advanced systems consulting, empowering larger businesses through seamless outsourcing and strategic support.

Innovative Tax
Reduction Strategies

Backed by over 35 years of experience, we simplify technology for small businesses, offering efficient, cloud-based bookkeeping and accounting solutions.

Everything your business needs

Handling finances, taxes, and compliance doesn’t have to be overwhelming. We understand the hurdles business owners encounter, and we’re here to make it easier. Take charge of your financial future and concentrate on what’s most important: expanding your business and embracing the journey.

Pour your heart into your business—and see the results.

With the right financial strategy, you can:
Save Time Automate and streamline processes.
Boost Profits Keep more of what you earn.
Reduce Stress Enjoy the peace of mind that comes with knowing your finances are handled.

Your Success, Our Priority

Results You Can Measure
Our clients consistently see increased profits and reduced tax burdens.

Customized Strategies
Your business is unique, so your financial plan should be, too.

End-to-End Support
From strategy to implementation, we’re with you every step of the way.

Freedom to Focus
Hand off the numbers and focus on the big picture—your growth, your vision, your success.

Take back control of your business

Our tailored solutions help you save time, boost profits, and focus on what matters most—growing your business.

Gain
CLARITY

Keep your
CASH

Grow CAPITAL

Understand your business finances better with detailed reports on your sales, customers and expenses.

Reduce taxes year round and pay the minimum allowed by law. Free up cash to help you grow your business.

Use assets to make the business work for you, building long-term wealth and financial freedom.

Schedule a Free
Tax Savings Analysis

01

Your First Step to Success

Get only what you need from our
services.

See comprehensive view of your business.

Attend a
Listening Session

Set up
Customized Plan

And live the life you deserve.

02

03

GET STARTED TODAY

Hear firsthand experiences from clients who trust us to support their success.

"I love Peter because he gets us as entrepreneurs. He did not judge our shortcomings, but acknowledged our strengths and brought a new set of skills that freed us up to do what we are best at -- providing services to others, in our case, writing and publishing books for entrepreneurs and visionaries."

Helen Chang, CEO, publishing company

"Knowing that my personal and business books are in order give me the peace of mind and time to explore ways to expand my business."

Rex Dhatt, business owner

Trusted by Businesses Like Yours

Join 2500+ businesses today

Start your free Tax Savings Analysis and let’s grow your business together

You were born to lead this business.
We were made to understand finances and taxes.

That's why your success is our success.

Insights That Drive Success

BLOGS

Reach out to explore how we can help you achieve your goals. We're here to answer your questions and support your journey.

Let’s Work Together

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