Step Into the 5000/500 Challenge!
At Peter Holtz CPA, we don’t just prepare taxes—we transform them into opportunities. As a new Tax Advisory Services (TAS) client, you’re invited to take part in our boldest offer yet: the 5000/500 Challenge.
Here’s how it works:
1. Upload your last 2 years of tax returns
2. Include your current year financials (income statement +
balance sheet, if available)
Then sit back and let our experts go to work.
This is tax strategy done right—because you deserve a plan that works just as hard as you do.
Start the challenge now — upload your docs and let’s see how much you could be saving.
At Peter Holtz CPA, We Make Your Business Work for You
Running a business is challenging—but with 38 years of tax planning expertise, we make saving time, money, and taxes simple. Led by Peter Holtz and backed by a team of elite CPAs and Certified Tax Planners, we deliver smart, results-driven strategies to help you grow your business with confidence.
Our Mission
We are committed to helping our partners achieve lasting success by providing tailored financial solutions designed to meet the unique needs of their business. As a trusted advisor, we stand alongside them—through every challenge and milestone.
Our Vision
Our vision is to empower business owners to reach their full financial potential. We strive to be the premier partner for growth, delivering personalized, strategic financial guidance that drives long-term success.