Peter Holtz CPA
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Advisory services

Build a tax and accounting system around the business you are growing.

Placeholder structure for planning, accounting, and representation services.

  • Business Tax Planning Placeholder item
  • S-Corp Tax Planning Placeholder item
  • Fractional CFO Placeholder item
  • Outsourced Accounting Placeholder item
  • Profit First Placeholder item
  • IRS Representation Placeholder item
  • Non-profit Administration Placeholder item

Industry focus

Specialized guidance for owner-led companies with complex operations.

Placeholder pathways for common Peter Holtz CPA client categories.

  • Professional Services Placeholder item
  • Real Estate & Construction Placeholder item
  • Retail Placeholder item
  • Gas Stations & C-Stores Placeholder item
  • Food Services Placeholder item
  • Trucking & Logistics Placeholder item
  • Non-profits Placeholder item

Client education

Tax planning resources, guides, and video education for business owners.

Placeholder resources to tune the menu hierarchy before content is final.

  • Portal Placeholder item
  • Blog Placeholder item

The firm

Meet the team behind the planning, accounting, and advisory work.

Placeholder firm links for credibility, recruiting, and team discovery.

  • Our Company Placeholder item
  • Peter Holtz Placeholder item
  • Staff Placeholder item
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  • Contact
  • Contact Us

Advisory services

Services

Placeholder structure for planning, accounting, and representation services.

  • Business Tax Planning
  • S-Corp Tax Planning
  • Fractional CFO
  • Outsourced Accounting
  • Profit First
  • IRS Representation
  • Non-profit Administration

Industry focus

Industries

Placeholder pathways for common Peter Holtz CPA client categories.

  • Professional Services
  • Real Estate & Construction
  • Retail
  • Gas Stations & C-Stores
  • Food Services
  • Trucking & Logistics
  • Non-profits

Client education

Resources

Placeholder resources to tune the menu hierarchy before content is final.

  • Portal
  • Blog

The firm

About

Placeholder firm links for credibility, recruiting, and team discovery.

  • Our Company
  • Peter Holtz
  • Staff
  • Careers
Peter Holtz CPA

CPA, tax, and advisory services for owner-led businesses across California and Massachusetts.

BBB Accredited Business

Services

  • Outsourced Accounting
  • Fractional CFO
  • Profit First
  • Business Tax Planning
  • IRS Representation
  • Non-profit Administration

Industries

  • Professional Services
  • Real Estate & Construction
  • Retail
  • Gas Stations & C-Stores
  • Food Services
  • Trucking & Logistics
  • Non-profits

About

  • Our Company
  • Careers
  • Blog
  • Contact

Roseville Headquarters

2270 Douglas Blvd, Suite 212

Roseville, CA 95661

Boston

55 Court St

Boston, MA 02108

Manteca

160 N Grant Ave

Manteca, CA 95336

Rancho Cucamonga

9045 Haven Ave, Suite 100

Rancho Cucamonga, CA 91730

(209) 941-0189 Toll-free: (866) 445-0595

© 2026 Peter Holtz CPA Inc.

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