Most CPAs report the damage.We prevent it.
Compliance is the bare minimum, and most firms stop right there. While your current accountant is still closing last year's books, we are already three moves ahead: finding the deduction, restructuring the entity, and building the strategy most firms never think to mention.
The tax savings pay for the whole relationship.
We review more than 1,000 returns a year. The average business we look at is overpaying by about 40%. Money already legally theirs, sitting unclaimed.
Finding it doesn't just cover the tax work. It covers the bookkeeping, the reporting and the advisory too. For most clients, what we save is more than what we charge, which means the bookkeeping, the reporting and the advisory effectively pay for themselves. If you really think about it, your complete Financial Command Center could be yours for free.
“We have never looked at a return where we have not been able to save people money.”
Based on the returns we review. What any individual business saves depends on its own circumstances.
The Business Wealth Cycle™
Build the business. Protect the profit. Convert it into lasting wealth.
Traditional accounting tells you what happened.Financial command tells you what to do next.
We hunt for savings before you ever have to ask. If you are waiting for your CPA to bring you an idea, you are already losing money.
Peter ran companies as CFO and CEO for decades before he ever touched your tax return. He is not guessing. He has sat in your seat.
We use AI to move faster and catch more than any human alone could, without ever losing the judgment that keeps you out of trouble.
No jargon. No stalling. No disappearing after April 15th. Peter shows up and delivers, every time.
The right financial system changes as your business grows.
Timely accounting, bookkeeping, cloud systems and document discipline.
CFO and Platinum Advisor guidance that turns statements into actions.
Coordinated business wealth, legacy and family-office-style support.
Tax minimization, timely and clear financial reporting, and IRS representation.
Each stage rests on the one below it. Scroll to climb, or tap a tier.
Your financial relationship, redesigned around what comes next.
An AI-native client experience for requests, documents, meetings, learning and access to the right specialist, all in one guided place.
Forty years of straight talk.
Explore all insights
What our clients say
Peter built the firm he believed business owners deserved.
He had watched it from the inside too many times: a business owner doing everything right all year, then finding out in April what it cost them. The information always arrived after the decision.
So he built a year-round model: the accounting team moves at the speed of the business, the advisor calls before the deadline, and the numbers get used to decide something.
He is also unusually enthusiastic about AI, using it to clear the friction around the relationship: the chasing, the document hunts, the waiting. Technology handles friction. People handle judgment.
Technical grounding in audit and tax.
Complex structures, real scrutiny, high standards.
Living with the consequences of the numbers.
Decades beside owners building real businesses.
Turning clients into a community of operators.
A client platform built around what comes next.
Substance and speed are not opposites.
Forty years spent finding what other CPAs left on the table.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
A good doctor does not send you last year's chart.
They run the tests, find it early, and tell you what to do about it now, while it can still be changed. That is the standard we hold ourselves to. Most accounting reports what already happened; we would rather catch it while you can still act on it.
Peter, without the accounting jargon.
Short, direct explanations of the things owners actually ask about: entity structure, owner pay, tax timing, and what to do with profit once it exists.
Explore Peter's insightsEvery service on this page is paid for by the tax we find.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
Six services. One coordinated team.
Most clients arrive for one of them: the tax. What we find there is usually what pays for the rest.
How engagement begins.
We read the last return and the current numbers, then show you what is being left behind.
One conversation about the business, the pressure points, and where you want it to go.
A written plan: what we would put in place, in what order, and what it costs.
We take over the records, the calendar and the filings without leaving a gap.
Monthly numbers, quarterly planning, and a call before the decision, not after it.
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We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
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Common questions.
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Four things membership is actually for.
Peter-led sessions on the decisions owners actually face.
Owner-to-owner conversation with people at the same altitude.
Practical resources you can put to work the same week.
Access to the Client Command Center as it comes online.
The savings come first. The room comes next.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
The Growth & Excellence Summit
A full day with Peter and the advisory team on tax timing, cash discipline and what to do with profit once it exists. Dates and registration to be confirmed.
Register interest
AI-powered guidance. Specialist reviewed advice.
The agent prepares, organizes and routes. A specialist reviews anything that constitutes advice before it reaches you. That line holds.
Your complete Financial Command Center could be yours for free.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
What clients can do first.
One place to raise anything, routed to the right specialist.
A checklist that knows what is missing and stops the chasing.
Status you can see, without sending a follow-up email.
An agenda and the numbers, ready before you sit down.
Straight to the person who can actually answer it.
Go Fast Club content and sessions, in the same place.
How a question reaches a human.
Security and trust.
Reading this is free. So is finding out what you are overpaying.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
Questions business owners are asking now.
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Reading this is free. So is finding out what you are overpaying.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
Keep reading.
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Peter Holtz CPA, Inc. Call (209) 941-0189 or (866) 445-0595 toll free, or send us a message.
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We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
Watching is free. So is finding out what you are overpaying.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
The review starts by finding what you are overpaying.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
What happens next.
Three layers around every client.
Keeps the information accurate, current and organized, so everything above this layer rests on facts.
Translates the numbers into priorities and actions, and stays in contact between the deadlines.
Strategic, high-value and complex matters: tax structure, IRS, wealth and legacy decisions.
Every layer is working the same problem from a different angle. The bookkeeping makes it visible, the advisor makes it actionable, and the specialists make it structural, so the tax position is decided while the year is still live.
The whole model is funded by the money we find.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
The client rhythm.
Technology handles friction. People handle judgment.
The most common complaint about any CPA is silence. AI-enabled workflows mean you hear from us faster, and hear from us first.
Different businesses. The same overpaid tax.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
The same six problems keep turning up.
Roseville, California
Headquarters for the firm, and home of the Go Fast Club. We work with business owners across the country. Address and direct lines to be confirmed for launch.
Before anything else, ask us what you are overpaying.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
The whole team is pointed at the same thing.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
A firm that moves at the speed of its clients.
We hire for curiosity as much as credentials, use technology to clear the busywork, and expect everyone to pick up the phone before a client has to chase.
The financial command center for serious entrepreneurs. Four offices coast to coast, serving business owners nationwide.
Most businesses we review are overpaying by about 40%. The review that finds it is free.
Boston, MA 02108
Manteca, CA 95336
Rancho Cucamonga, CA 91730
Roseville, CA 95661