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About

About Our Firm

Since 2003, Holtz Tax & Accounting LLC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax preparation and accounting services to more in-depth services such as financial statements and tax planning.

Holtz Tax & Accounting LLC is not your typical accounting firm. By combining our expertise and experience, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and a strong work ethic is the reason our client base returns year after year.

Our Mission

Holtz Tax & Accounting LLC's goal is to develop a relationship that goes beyond tax return preparation. With the ability to meet with clients on a regular basis throughout the year, we can be involved in decision-making processes that are critical to success. By focusing on planning and consulting, we have come to know clients on a more personal level. We believe this type of relationship is the best way to help clients achieve their goals.

Whether you are a current or prospective client, rest assured that individuals and businesses who choose Holtz Tax & Accounting LLC receive competent and timely advice.

Our Team
Holtz Tax & Accounting LLC is an accounting firm located in WI. All our CPA's hold valid WI State CPA Certificates.
 
Our Values
Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.
Client Reviews
We strive to provide the best possible service for our clients. Please leave a review to let us know how we are doing and to share your experience with others.
   
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Holtz Tax & Accounting LLC 2026