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(209) 941-0189

BREAK FREE
FROM BUSINESS WORRY

Track, retain and grow profits with advanced cloud-based accounting services

Save Time. Make More Money. Reduce Taxes.

Pour in your heart and soul.
And have something to show for it.


Many good businesses struggle because understanding financial numbers is difficult and taxes are confusing and cut into profits. But that doesn't have to stop you from following your passion and making good money from it.

Take Back Control Of Your Business.

Our efficient system helps you save time and increase profits, so you can focus on your passion while your business thrives.


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Gain
CLARITY

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

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Keep Your
CASH

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

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Grow
CAPITAL

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

 

How To Get Started


Schedule a Free
Goal Consultation


See a comprehensive view of your business.

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Implement Your Custom
Time & Money-Saving System


Get only what you need from our services.

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Watch Your
Bottom Line Grow


And live the life you deserve.

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We Care About Your Success

Stop working so hard for your business.
Make your business work for you.


Most accounts make you do more work than you should — requiring you to collect receipts and tax documents, and simply running the numbers. But how much more could you accomplish if your account had an advanced cloud-based system to automatically capture info and was a strategic partner in your success?

Peter Holtz CPA office staff standing in front of the accounting office in Lathrop, CA

Our Services


Customized Solutions Tailored For Your Business.

  • Cloud Accounting and

    Document Management

    With over 35 years of experience, we are technology experts who speak in plain language and have a desire to see small business owners succeed.

    Our customized solution is the most efficient bookkeeping and accounting process on the planet.

    LEARN MORE

  • Innovative Tax

    Reduction Strategies

    Advanced year-round tax strategies, full tax preparation and compliance. Including, integrated tax planning - help business owners plan for taxes year round with financial statements

    LEARN MORE

  • Profit First

    Business Consulting

    Management and consulting with the World's leading budgeting and profit maximization techniques.

    LEARN MORE

  • IRS Representation

    We offer IRS Audit representation and will negotiate offers and comprises on your behalf.

    LEARN MORE

  • CFO Services and

    Complete Outsourcing

    Outsources and advanced financial and systems consulting for larger businesses.

    LEARN MORE

  • Non-Profit Administration

    Customized CFO services and management for your Non-Profit Organization.

    LEARN MORE

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At Peter Holtz CPA we know that you want to be a successful business owner. In order to do that, you need a business that works for you.The problem is you’re facing administrative overload and confusing tax laws which make you feel overwhelmed and out of control. We believe you deserve accounting and tax services that give you help you make money and save taxes. We understand what it feels like to be overwhelmed which is why we have dedicated 35 years to find the clear path to profitability and real tax savings.
1 - Schedule a free consultation
2 - You attend a listening session where we review your numbers and business
3 - We set up a customized plan to create success for you and your business

Stop being overwhelmed and instead enjoy the clarity of totally understanding your business and the security of knowing you’re paying the LOWEST TAXES allowed by law!

So, call to set up your free consultation.  In the meantime download and enjoy our “6 Easy Tax Write Offs For Business Owners That Most Accountants Miss” and/or "10 Ways Business Owners Can Save Time And Money".
 

Download Our Free Reports and Start Saving Money!

Schedule A Free Consultation


Contact us today and schedule your free no-obligation consultation.

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Schedule A Free Consultation


Contact us today and schedule your free no-obligation consultation.

Thank you! Your submission was successfully sent :-)×
Opps! Some went wrong... Your submission did not go through :-(×

Peter Holtz CPA

(209) 941-0189
210 Towne Centre Drive, Lathrop, CA 95330

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