Business Details
50 Years
experience
Trusted Accounting and Tax Services in Burbank
For over four decades, AJ Holt has provided personalized financial guidance to individuals, businesses, and nonprofits. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. As a leading firm in the region, we combine deep industry knowledge with a collaborative team approach to deliver tailored solutions. Our mission focuses on maintaining client financial viability through proactive planning and thorough analysis.With seasoned tax professionals and a commitment to excellence, we have earned enduring trust within the business community. Our reputation stems from consistent work ethic, technical proficiency, and responsive service that meets evolving client needs.
Services
Tax Management
Accounting Services
Audits Reviews
Estate Planning
Financial Projections
QuickBooks Support
Payroll Services
IRS Representation
Business Valuation
Retirement Planning
Details
- Year established: 1976
Highlights and features
- We offer 48+ years of specialized accounting expertise since 1976
- Our team includes seasoned tax professionals with deep local market knowledge
- We provide comprehensive services from tax planning to forensic accounting
- We guarantee personalized attention with direct professional client interaction
- Our proactive approach combines technical excellence with strategic foresight
Services
Tax Management
Our tax management services optimize financial opportunities through strategic planning and compliance. We minimize liabilities while ensuring adherence to evolving tax regulations for individuals and businesses. Our expertise covers return preparation, audit representation, and long-term tax strategies.
Accounting Services
We deliver comprehensive accounting solutions including bookkeeping, financial statement preparation, and system implementation. Our services ensure accurate record-keeping and insightful reporting for businesses at all growth stages, from startups to established enterprises.
Audits Reviews
Our audit and assurance services provide three assurance levels tailored to business needs. From full audits to compilations, we ensure financial data accuracy and regulatory compliance while offering actionable insights for operational improvement.
Estate Planning
We specialize in creating tax-efficient estate plans that facilitate smooth asset transfer. Our services include trust creation, will preparation, and tax minimization strategies to protect family wealth and business succession plans.
Financial Projections
Our financial forecasting services help businesses anticipate future needs through detailed projections. We analyze market trends and historical data to create actionable plans for growth, cash flow management, and strategic decision-making.
People
William A. Holt
Principal
William A. Holt brings decades of accounting expertise as firm principal. He oversees strategic operations and client relationships, ensuring adherence to highest professional standards while maintaining personalized service approach.
Jennifer Klotthor
Senior Accountant
Jennifer Klotthor manages core accounting functions with specialized expertise in tax compliance. She coordinates client services delivery, focusing on accurate reporting and proactive financial guidance for individual and business clients.
Questions
What accounting services do you offer?
We provide full-service accounting including audits, financial statements, bookkeeping, payroll processing, and QuickBooks support tailored to business needs.
Do you handle tax planning for individuals?
Yes, we offer comprehensive tax planning and preparation services for individuals, focusing on minimizing liabilities and maximizing refunds.
Can you assist with IRS audits?
Our firm provides professional IRS representation, guiding clients through audit processes with expert documentation and communication support.
What estate planning services are available?
We help clients create tax-efficient estate plans to ensure smooth asset transfer while minimizing tax burdens for beneficiaries.
Do you offer QuickBooks training?
Yes, we provide personalized QuickBooks training, setup, and ongoing support to optimize accounting efficiency for businesses.
What are your office hours?
Our office is open Monday-Friday 9:00am-5:00pm. We offer Saturday appointments by request.
