Business Details
32 Years
experience
Trusted Philadelphia Accountants & Tax Professionals
Holtzman Tax & Financial Services has been providing comprehensive accounting, tax preparation, and financial planning solutions to individuals and businesses in Philadelphia for over 29 years. Our team of experienced professionals stays current with evolving federal and state tax laws to ensure accurate filings and maximize legal deductions for clients. We specialize in individual and business tax consulting, retirement planning, estate tax strategies, and insurance advisory services. Our reputation for reliability and client-focused service is built on decades of resolving complex tax issues, including audits and outstanding tax liabilities.We offer year-round support, weekend appointments, and free initial consultations to help clients achieve financial clarity. Our expertise extends to navigating Philadelphia-specific tax codes, including BIRT and school taxes, while providing secure document transfer through our web portal. Clients praise our ability to simplify complex financial matters and deliver personalized solutions that align with their long-term goals.
Services
Tax Preparation
Financial Planning
Business Consultation
Health Insurance
Life Insurance
Supplemental Insurance
Audit Resolution
Estate Tax Planning
Retirement Planning
Details
- Year established: 1994
Highlights and features
- We have over 29 years of experience in Philadelphia tax and financial services
- Our team provides free initial consultations for personalized financial guidance
- We guarantee error-free tax preparation with free corrections if needed
- Specialists in Philadelphia BIRT, Net Profit Tax, and school tax regulations
- Secure web portal for convenient document transfer and communication
What people say
Professional and fast
Legal, creative problem solving
Helped with city tax issues
Secure document transfer portal
Knowledgeable insurance guidance
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate filings for individuals and businesses. We specialize in Philadelphia-specific tax codes, including BIRT and school taxes. Our experts identify all legal deductions to maximize refunds while maintaining compliance with evolving federal and state regulations. Clients receive personalized guidance through complex tax situations.
Financial Planning
We provide holistic financial planning covering retirement strategies, estate tax planning, and investment portfolio analysis. Our approach combines tax expertise with long-term financial goal setting to optimize clients' financial health. Services include cash flow management and business financial consulting.
Business Consultation
Specialized business tax consulting services help companies navigate complex regulations. We offer payroll management, accounts receivable solutions, and strategic tax planning aligned with business objectives. Our team assists with entity selection and compliance for startups and established businesses.
Health Insurance
We provide group health insurance solutions and individual coverage options. Our services include policy comparison, Obamacare compliance guidance, and supplemental insurance planning. We help clients understand coverage options, deductibles, and network requirements to find cost-effective solutions.
Audit Resolution
Our audit resolution service handles IRS and state tax authority examinations. We represent clients during audits, identify documentation requirements, and develop strategies to resolve discrepancies. The service includes error correction and future compliance planning to prevent recurrence.
Questions
What tax services do you offer in Philadelphia?
We handle individual and business tax preparation, audit resolution, BIRT tax filings, and Philadelphia school tax compliance.
Do you provide financial planning beyond tax preparation?
Yes, we offer retirement planning, estate tax strategies, investment portfolio analysis, and business financial consulting.
Can you help with health insurance selection?
Our agents assist with group health insurance, supplemental coverage, and Obamacare-compliant plans tailored to your needs.
What are your office hours?
We're open Monday-Friday 9:00 AM - 6:00 PM with weekend appointments available by request.
How do you handle complex tax situations?
Our team specializes in resolving back taxes, audit defense, and complicated returns with personalized solutions.
