Your resources for your Success

Essential Resources for our Partners and Future Partners

WELCOME LETTER

Peter Holtz CPA delivers expert tax preparation, fast refunds, and secure, top-notch service you can trust. We look forward to working with you!

2024 TAX SEASON CHECKLIST

Check-List of Items Needed for 2024 Personal Income Tax Return

2024 TAX SESON BUSINESS ENGAGEMENT LETTER

2024 Engagement Letter for Business Tax Return Preparation

2024 TAX SEASON PERSONAL
ENGAGEMENT LETTER

2024 Engagement Letter for Personal Tax Return Preparation

WHERE'S MY REFUND CA?

Check Your 2024 Refund Status

IRS REFUND STATUS

Check Your 2024 IRS Refund Status

TERMS AND
CONDITIONS

Peter Holtz CPA's Terms and Conditions

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