Business Details
23 Years
experience
Trusted Accounting & Tax Services in Janesville, WI
Since 2003, Holtz Tax Service has provided personalized financial guidance to individuals and businesses in Janesville, WI. Our expertise spans tax preparation, accounting services, and strategic financial planning, delivered with a commitment to high standards and a strong work ethic. We focus on building long-term relationships that go beyond annual tax returns, offering year-round advisory services to help clients make informed financial decisions. Our team of certified professionals combines technical proficiency with local market knowledge to deliver tailored solutions.By prioritizing professionalism, responsiveness, and quality, we ensure clients receive the close analysis and attention they deserve. Our mission centers on empowering clients through proactive tax planning, accurate bookkeeping, and comprehensive business advisory services. With decades of combined experience, we remain dedicated to resolving complex financial challenges while maintaining compliance with evolving tax regulations.
Services
Tax Preparation
Bookkeeping Services
Payroll Solutions
QuickBooks Support
Business Advisory
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of combined experience in tax and accounting services.
- Our team provides personalized financial strategies tailored to individual client needs.
- We specialize in QuickBooks setup, training, and optimization for small businesses.
- Our proactive tax planning minimizes liabilities while ensuring full compliance.
- We maintain Wisconsin CPA certifications for all accounting professionals.
Associations and certifications
- Wisconsin State Board of Public Accountancy
What people say
Personalized attention
Tax expertise
QuickBooks specialists
Reliable service
Proactive planning
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team identifies eligible deductions and credits to minimize tax liabilities. With expertise in evolving tax laws, we deliver accurate filings and strategic planning to optimize financial outcomes.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records, including accounts payable/receivable, general ledger management, and financial statement preparation. We implement internal controls to prevent fraud and ensure reliable financial reporting. This service enables business owners to focus on operations while maintaining financial clarity.
Payroll Solutions
We handle payroll processing, tax withholding calculations, and regulatory compliance reporting. Our solutions include direct deposit setup, W-2/1099 preparation, and payroll tax filings. By managing payroll complexities, we help businesses avoid penalties and save time for core business activities.
QuickBooks Support
Our QuickBooks specialists offer setup, customization, and training for small business accounting. We provide system tune-ups, transaction reconciliation, and integration with third-party tools. This service ensures businesses maximize software capabilities for efficient financial management and reporting.
Business Advisory
We deliver strategic business advisory services including cash flow analysis, succession planning, and new business formation guidance. Our consultants help develop financial strategies aligned with business goals, offering insights on profitability improvement and long-term sustainability planning.
People
Michael Holtz
Owner/CPA
University of Wisconsin-Whitewater graduate with 20+ years in accounting. Specializes in tax strategies and business advisory services. Active in local youth sports programs and community development initiatives.
Amber Downing
Office Manager
Front office specialist since 2018 with expertise in client relations and accounting operations. Manages day-to-day office functions while supporting tax and bookkeeping teams with organizational efficiency.
Kelly Kurtz
Accountant
Experienced accounting professional providing bookkeeping and tax preparation services. Focuses on accuracy and client education to improve financial understanding for business owners.
Danielle Dorweiler
Accountant
Tax and accounting specialist supporting small business clients with compliance and financial reporting requirements. Committed to delivering clear, actionable financial insights.
Amy Fisher
Accountant
Experienced in tax preparation and business advisory services. Helps clients navigate complex financial situations with practical, compliance-focused solutions tailored to their specific needs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, cash flow management, financial planning, and business advisory services tailored to small business needs.
Do you help with QuickBooks setup and training?
Yes, we offer QuickBooks setup, customization, employee training, and periodic system tune-ups to optimize your accounting processes.
How can you assist with tax planning?
Our tax planning services identify legal deductions, coordinate filing strategies, and implement year-round planning to minimize tax liabilities.
Are you available for year-round financial consulting?
Yes, we provide ongoing financial advisory services including succession planning, new business formation, and strategic business growth guidance.
What makes your firm different from online tax services?
We offer personalized, in-person CPA expertise with deep local knowledge, unlike automated online platforms that lack personal consultation.
