Peter Holtz CPA

Joe Villegas Group - NMLS # 353587

Oct 7, 2024on

Peter Knows His Stuff, Make sure you Talk to Peter!

John Travis Dovala

May 7, 2024on

I have both my personal and business accounts with them, they do a great job!

Nutbass Nutbass

Apr 9, 2024on

This is our second year doing our taxes with this group and I have to say we are really disappointed. When we did our taxes with the company before this new one took over it was personable and friendly and easy to work with them. Old school face to face and a handshake type business and now it’s all sorts of different people you’re dealing with and most is digital and it’s difficult for us to understand. Would not recommend.

Doan Nguyen

Apr 9, 2024on

For years, Peter Holtz CPA Services has been an indispensable partner for all our company's financial needs. Their dedication and expertise in areas such as bookkeeping, sales tax, corporate taxes, payroll, and tax planning strategies have consistently exceeded our expectations. The team at Peter Holtz CPA Services exhibits an unparalleled level of proficiency in their field. Their attention to detail and commitment to accuracy have been instrumental in ensuring our financial records are meticulously maintained and compliant with regulations. Their proactive approach to tax planning has saved us both time and money, allowing us to focus on our core business operations without the stress of financial uncertainty. Moreover, the professionalism and reliability demonstrated by Peter Holtz CPA Services are commendable. They are always prompt in addressing any queries or concerns we may have, and their communication is clear and concise. Overall, we cannot recommend Peter Holtz CPA Services highly enough. Their expertise, efficiency, and dedication make them an invaluable asset to our company. We are grateful for their continued support and look forward to many more years of successful collaboration.

RYAN

Apr 7, 2024on

Terrible terrible terrible! I cant think of any company that wants these guys working for them out to get money and thats all they do not care about anybody just the almighty dollar

Ashley Marti

Nov 7, 2023on

Absolutely horrible experience with this firm. There was no communication unless I reached out trying to get information from them. I was paying for tax planning, bookkeeping, and other accounting services and I’m not sure what they actually did for me besides collect their payment from me regularly. I was advised to form a C corporation to save on taxes and now because of the mess they created, I’m having to start all over again with a new accountant. Also, my main contact at the company changed probably three times over the course of six months and I was never made aware that it changed. I would just try to send an email to the person and I would get a response email saying they no longer work at the end company. I’m honestly not sure how they are allowed to operate.

Jhan Le

Oct 12, 2023on

Peter Holtz and team is the real deal! They helped me get structured properly for my business entities and educated me on the differences of LLC, S-Corp or C-Corp and why one over the other would make more sense. I refer him to all of our clients now. If you are a business owner, you NEED to connect with Peter and his office. He is one of very few official Certified Tax Planners in the country. Thanks Uncle Peter!

Graham Gaerlan

Oct 12, 2023on

Peter and his team are amazing. My business taxes are always filed promptly, and my tax savings are maximized every year. His team is very easy to work with, and is responsive. I refer my business clients to Peter for top tier business and tax planning advice. Peter is incredibly knowledgable, has over 30 years of business tax experience, and his focus on tax planning has saved so many of my referrals hundreds of thousands of dollars in tax savings, myself included. The absolute BEST.

B Leng

Oct 11, 2023on

Peter has gone above and beyond for myself and my clients. . Peter helped me set up a corporation and in doing so has helped my tax situation immensely over the years. His firm is very knowledgeable and always there to help. If you are looking for more than just a CPA then Peter and his firm are they way to go!

Elizabeth Doutherd

Oct 9, 2023on

My taxes were completed on time, I had an accountant assigned to my file and she is always reachable. Peter is very knowledgeable and saved me taxes in areas my last CPA wouldn't even bother to mention. I am also a business coach to small business owners and refer all of my clients to Peter's team which so far they are all happy with.

R Mastrandrea

Aug 11, 2023on

ABSOLUTELY DO NOT GO HERE!!!! This has been the worst experience we have ever had with a CPA. 30 years in business and we have NEVER had such a nightmare getting our taxes done correctly. We can not talk to Peter Holtz himself, he is NEVER available and our taxes have been circulated to several different people (overseas) who DO NOT know what they are doing. WE have had to tell them what forms to use and point out the continually numerous errors. Now we are going to have penalties and interest because they are not done and not correct. We have to take them elsewhere to help clean up the mess they have made. Take my advice and AVOID this CPA. You would be better off at H&R Block.

Jacci

Nov 7, 2022on

Peter Holtz’s office has helped me tremendously. I had the pleasure of having Samantha help me with my taxes and helped me get some important loans that helped during the pandemic. Very professional, knowledgeable, and friendly. 5 stars, highly recommended.