Business Details
32 Years
experience
Trusted Philadelphia Tax & Accounting Services
Holtzman Tax & Financial Services has been serving Philadelphia residents and businesses for over 29 years, specializing in tax preparation, financial planning, and advisory services. Our team stays current with evolving federal and state tax laws to ensure accurate filings and maximize legal deductions for clients. We offer year-round accounting support, free consultations, and personalized solutions for individuals and small businesses. Our reputation for reliability and client-focused service has earned us long-term relationships with clients who trust our expertise.We stand behind our work, offering corrections at no charge if errors occur. With convenient office hours and weekend appointments, we prioritize accessibility and client satisfaction. Our services extend to health insurance guidance, retirement planning, and business tax consulting, making us a comprehensive resource for financial needs. Client testimonials highlight our professionalism, problem-solving skills, and ability to resolve complex tax issues efficiently.
Services
Tax Preparation
Financial Planning
Business Consulting
Group Health Insurance
Life Insurance
Retirement Planning
Payroll Services
Estate Tax Planning
Audit Representation
Health Insurance Guidance
Details
- Year established: 1994
Highlights and features
- We offer 29 years of Philadelphia-specific tax expertise
- Free 20-minute consultations for new clients
- Specialized knowledge of Philadelphia BIRT and school tax regulations
- Secure document portal for convenient client communication
- Proven track record resolving complex tax issues with IRS/PA Department of Revenue
What people say
Extremely professional
Helped with city tax
Resolved outstanding tax issues
Secure document portal
Knowledgeable about Obamacare
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate filings for individuals and businesses. We specialize in Philadelphia BIRT, school tax, and federal/state regulations. With 29 years of experience, we identify all legal deductions to maximize refunds while minimizing audit risks. Clients receive free initial consultations and ongoing support throughout the year.
Business Consulting
We provide strategic business tax consulting for small enterprises and corporations. Our services include payroll management, financial planning, and compliance guidance. Our team helps align tax strategies with business goals while ensuring adherence to evolving regulations. Clients benefit from CFO-level expertise and customized solutions for sustainable growth.
Financial Planning
Our financial planning service covers retirement strategies, investment portfolio analysis, and estate tax planning. We help clients optimize their financial future through personalized roadmaps. The service includes year-round advisory support and integration with tax preparation to maximize long-term benefits.
Group Health Insurance
We offer tailored group health insurance solutions for Philadelphia businesses. Our service includes plan selection assistance, cost analysis, and employee coverage optimization. We help businesses navigate rising medical costs while securing competitive rates based on company size and needs.
Life Insurance
Our life insurance service provides term and whole life policy options tailored to individual needs. We help clients understand coverage options and select policies that protect their families' financial futures. The service includes personalized consultations to determine appropriate coverage levels and affordable rate structures.
Questions
What tax services do you offer for Philadelphia residents?
We provide complete individual tax preparation including Philadelphia BIRT, school tax, and state/federal filings. Our services include audit representation and year-round tax planning.
Do you help with business tax compliance?
Yes, we offer business tax consulting, payroll services, and financial planning tailored to Philadelphia small businesses and corporations.
How do you handle complex tax situations?
Our team specializes in resolving back taxes, IRS disputes, and complicated returns. We've successfully helped clients with multi-state filings and international tax issues.
What insurance options are available?
We offer group health insurance for businesses and individual life insurance policies, including term and whole life coverage options.
Are consultations really free?
Yes, we provide free 20-minute initial consultations to assess your tax or financial planning needs with no obligation.
How can I securely share documents?
We provide a secure online portal for document transfer, ensuring client information remains confidential and accessible 24/7.
