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Accounting Firm

Holtzman Tax and Financial Services

Philadelphia tax, accounting and insurance practice for individuals and small businesses

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About Holtzman Tax and Financial Services

Holtzman Tax and Financial Services is a Philadelphia practice combining accounting, tax work and insurance. It has served the city and nearby areas for many years and says it keeps up with federal and state tax changes. Staff can also work with clients remotely.

What Holtzman Tax and Financial Services does

  • Tax preparation: returns, including Philadelphia city taxes such as the BIRT and net profit tax.
  • Accounting and financial planning: for individuals and businesses.
  • Business tax consulting: support for small businesses.
  • Group health insurance: plans for employers.
  • Health, life and supplemental insurance: cover sold through its agents.
  • Secure filing: tax documents received through an online portal.

Clients

Individuals and small businesses in Philadelphia and the surrounding area.

Key facts

  • Based in: Philadelphia, Pennsylvania, USA
  • Experience: over 29 years stated
  • Availability: year-round service with weekend appointments

Profile written by TrustList from the business's own published information, Oct 2026.

Rankings

As of 2026-10-12. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1997 (29 years) evidence sent

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