Business Details
Expert Tax & Accounting Solutions in Philadelphia
Holtzman Tax & Financial Services has been providing expert accounting, tax preparation, and financial consulting services to Philadelphia residents and businesses for over 29 years. Our team of seasoned professionals stays current with evolving federal and state tax regulations to ensure clients receive accurate, compliant, and advantageous financial solutions. We specialize in uncovering every legal deduction to maximize refunds, offering personalized guidance for individuals and businesses.Our reputation is built on reliability, transparency, and a commitment to resolving complex tax issues efficiently. With flexible appointment times, including weekends, and complimentary initial consultations, we prioritize accessibility and client satisfaction. Our experience extends to business consulting, retirement planning, and insurance services, ensuring comprehensive financial support tailored to each client's unique needs.
Services
Tax Preparation
Accounting Services
Business Consultation
Group Health Insurance
Health Insurance
Life Insurance
Supplemental Health Insurance
Retirement Planning
Estate Tax Planning
Payroll Services
Highlights and features
- We have over 29 years of experience in Philadelphia tax preparation.
- Our team stays current with all federal and state tax law changes.
- We guarantee to find every legal deduction to maximize refunds.
- We offer free initial consultations and fix errors at no charge.
- Our reputation is built on personalized service and proven results.
What people say
Extremely professional
Helped with complicated taxes
Legal creative problem solving
Fun and friendly
Ensured I get all back owed
Services
Tax Preparation
Holtzman Tax & Financial Services offers comprehensive tax preparation services for individuals and businesses. With over 29 years of expertise, we ensure compliance with federal and state laws while identifying legal deductions to maximize refunds. Our team resolves complex tax issues, including audits and past-due filings, and provides year-round support for both Philadelphia residents and out-of-state clients.
Accounting Services
Our accounting services cater to small businesses and individuals, focusing on accurate financial reporting, payroll processing, and strategic planning. We help clients optimize cash flow, manage accounts receivable/payable, and prepare for tax season. With personalized advice, we ensure financial stability and growth for clients in Philadelphia and surrounding areas.
Business Consultation
Business consultation services include tax strategy, financial planning, and compliance guidance for small and emerging companies. Our CFO-caliber advisors align tax strategies with business goals, offering expertise in international economics, law, and risk management. We provide scalable solutions to minimize liabilities and enhance profitability.
Health Insurance
We assist individuals and businesses in selecting optimal health insurance plans, including group, supplemental, and life insurance. Our agents explain coverage options, compare plans, and facilitate enrollment in policies tailored to clients' needs. We specialize in navigating Pennsylvanias insurance landscape to ensure affordable, comprehensive coverage.
Retirement Planning
Retirement planning services focus on creating personalized strategies to secure clients' financial futures. We evaluate current assets, project future needs, and recommend investment vehicles or tax-advantaged accounts. Our approach ensures clients maintain financial independence while minimizing tax exposure during retirement.
Questions
Do you offer services for small businesses?
Yes, we provide tax preparation, accounting, and business consulting for small businesses. Our services include payroll management, financial planning, and compliance guidance.
What sets your tax service apart?
With 29+ years of experience, we combine tax expertise with personalized service, guaranteeing to find all legal deductions and offering free error corrections.
Do you serve clients outside Pennsylvania?
Yes, we assist out-of-state clients. Our secure web portal enables document sharing, and we handle federal and state-specific tax requirements nationwide.
How do you handle complicated tax situations?
Our team specializes in resolving audits, past-due taxes, and complex filings. We use in-depth knowledge of tax codes to ensure compliance and refunds.
What insurance services do you offer?
We provide health, life, supplemental, and group insurance solutions. Our agents compare plans to find coverage matching your personal or business needs.
Do you offer free consultations?
Yes, we offer 20-minute free consultations to assess your financial or tax situation and outline actionable strategies tailored to your goals.
Reviews (5)
Hd BnB
Oct 30, 2020
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I saw all of these good reviews for this firm and was very excited to talk to this guy and get some answers to my questions. First off, he was rudely questioning all of concerns in an unhelpful way. Then he basically said that there's nothing he can do for me and is too busy with his other clients. All of this was said in a very belittling ton of voice. Clearly, he will not take an interest in you if you aren't a high enough class that's worthy of his time.
Pasquale Capocci
May 29, 2019
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Went to Holtzman recently to help me decipher a letter I received from the Phila Revenue Dept, and also to help clean up a mess from my previous accountant. Bill was able to identify what the issues were immediately and set me in the right direction. I plan to return to Holtzman to have my taxes taken care of!
Jessica Baker
Sep 12, 2018
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My husband and I had somewhat complicated taxes when we went to Bill. On top of that, we had outstanding BIR/NPT taxes from previous years due to an accountant who didn't do his job. Bill was able to help us get everything straightened out.....all while we were in the process of moving to Texas! We can't thank and recommend Bill enough to anyone, whether you're in state or not. He has a web portal for documents that makes securely transferring information super easy. He is up to date on all the latest tax code and is just a lovely person with whom to do business. Thank you, Bill!
Hatim Osman
Sep 09, 2018
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Sensational! I went to Holtzman today and was blown away by the exceptional service. Filing my taxes as a college student was a daunting task, but the staff took their time to make sure I understood the process and provided outstanding customer service. They ensured I was granted the appropriate tax return and even consulted me financially. I will continue to use them in the future and certainly recommend to anyone seeking an affordable and reliable tax or financial service.
Marcusemichelle
Jun 09, 2016
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We love working with Bill. He takes the time to explain things to us and there are quite a few occasions when he has called with new insights on particular issues. His fees are reasonable for the work done. He has also helped us with our health insurance, he knows how to deal with the system, is familiar with Obamacare, and the city network of people. We appreciate his diligence and respect for the tax law, and, of course, his always legal, creative problem solving feats......yes, he can do magic!
