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!

2023 TAX SEASON CHECKLIST

Check-List of Items Needed for 2023 Personal Income Tax Return

2023 TAX SESON BUSINESS ENGAGEMENT LETTER

2023 Engagement Letter for Business Tax Return Preparation

2023 TAX SESON PERSONAL
ENGAGEMENT LETTER

2023 Engagement Letter for Personal Tax Return Preparation

WHERE'S MY REFUND CA?

Check Your 2023 Refund Status

IRS REFUND STATUS

Check Your 2023 IRS Refund Status

TERMS AND
CONDITIONS

Peter Holtz CPA's Terms and Conditions

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