Business Details
Trusted Tax & Financial Experts in Philadelphia
Holtzman Tax & Financial Services has been serving Philadelphia residents and businesses for over 29 years, establishing itself as a trusted partner in tax preparation, financial planning, and insurance services. Our team of experienced professionals stays current with evolving federal and state tax laws to ensure accurate filings and maximize legal deductions for individuals and small businesses. We specialize in navigating complex tax situations, including resolving outstanding BIR/NPT taxes and interstate tax challenges, while offering year-round financial guidance.Our commitment to personalized service includes free consultations, weekend appointments, and a guarantee to correct any errors at no charge. With expertise in retirement planning, business consulting, and health/life insurance solutions, we prioritize client education and transparency to build long-term financial security. Our reputation for reliability and client-centric service has been earned through decades of consistent, high-quality results.
Services
Tax Preparation
Accounting Services
Business Consultation
Group Health Insurance
Life Insurance
Supplemental Health Insurance
Individual Tax Services
Small Business Tax Services
Retirement Planning
Estate Tax Planning
Highlights and features
- We have over 29 years of experience in tax preparation and financial services.
- We offer free consultations and stand behind our work with corrections at no charge.
- Our team stays current with all federal and state tax laws to ensure accuracy.
- We provide year-round service and weekend appointments for your convenience.
- We handle complex tax situations including outstanding BIR/NPT taxes and interstate moves.
What people say
Fun and friendly
Incredibly professional
Resolved outstanding taxes
Secure document portal
Legal creative problem solving
Services
Tax Preparation
Our tax preparation service specializes in navigating Philadelphia's complex BIRT, Net Profit Tax, and school tax requirements. With 29+ years of experience, we ensure compliance with current tax laws while maximizing legal deductions for individuals and small businesses. Our team guarantees error-free filings and free corrections if needed.
Accounting Services
We provide comprehensive accounting solutions including year-round financial management, retirement planning, and estate tax strategies. Our services help individuals and businesses optimize their financial position through personalized consultations and proactive tax-saving approaches.
Business Consultation
Our business tax consulting service offers strategic guidance for small businesses and corporations. We specialize in aligning tax strategies with business goals, covering areas like payroll management, capital investment, and international tax compliance.
Group Health Insurance
We help businesses secure affordable group health insurance coverage tailored to their size and budget. Our services include evaluating plan options, negotiating competitive rates, and ensuring comprehensive coverage for employees and their families.
Life Insurance
Our life insurance services provide personalized term and whole life insurance solutions. We work with top providers to create policies that protect your family's financial future while aligning with your long-term financial goals.
Questions
What tax services do you offer for Philadelphia residents?
We provide comprehensive tax preparation for Philadelphia's BIRT, school taxes, and state requirements, with expertise in resolving past tax issues.
Do you offer services for small businesses?
Yes, we offer business tax consulting, payroll management, and financial planning services tailored to small business needs.
Can you help with health insurance selection?
We provide group health insurance solutions and supplemental coverage options for individuals and businesses.
What are your office hours?
We're open Monday-Friday 9:00 AM - 6:00 PM with weekend appointments available by request.
Do you offer free consultations?
Yes, we provide free 20-minute consultations to assess your financial situation and tax needs.
How do you handle complex tax situations?
Our team specializes in resolving complex cases including interstate tax issues and outstanding BIR/NPT taxes.
