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At Holtzman Tax and Financial Services, we pride ourselves on being a one-stop-shop for all your financial needs. With over 29 years of experience, our team of experts is dedicated to providing top-notch accounting, tax preparation, and financial services to individuals and businesses in Philadelphia, PA.
Our Services
We offer a wide range of services designed to help you achieve your financial goals. Our team specializes in individual and business financial planning, business consulting, and tax preparation. Whether you're looking for guidance on individual taxes, business taxes, or seeking advice on group health insurance, supplemental health insurance, or life insurance, we've got you covered.
Accounting Services
Our accounting services are designed to help you make sense of your finances. From balancing your books to preparing tax returns, we'll work with you to ensure that your financial records are accurate and up-to-date. Our team is knowledgeable in all federal and state tax laws and revisions, ensuring that you're getting the highest quality service.
Tax Preparation
Tax preparation is a daunting task for many, but with Holtzman Tax and Financial Services, you can rest assured that your taxes are in good hands. Our team of experts will work with you to identify every legal deduction, ensuring that you pay as little as possible and maximizing your refund. We review everything that could affect your tax situation, including health and life insurance policies and investment portfolios.
Business Consultation Services
As a business owner, you face unique financial challenges. Our business consultation services are designed to help you navigate the complex world of business finance. From financial planning to tax preparation, we'll work with you to develop a customized plan that meets your business needs.
Health Insurance Services
We understand the importance of having adequate health insurance coverage. Our team can help you navigate the complex world of health insurance, including group health insurance and supplemental health insurance. We'll work with you to find the right policy that meets your needs and budget.
Life Insurance Services
Life insurance is an essential component of any financial plan. Our team can help you find the right life insurance policy that provides financial security for your loved ones in the event of your passing.
Why Choose Holtzman Tax and Financial Services?
At Holtzman Tax and Financial Services, we pride ourselves on our reputation for reliability, efficiency, and excellent customer service. With convenient office hours and weekend appointments available, we're dedicated to making your financial experience as seamless as possible. Call us today to schedule a free consultation and let us show you what we can do for you.
Overall Experience
The majority of reviewers have had a positive experience with the service, praising the professionalism, thoroughness, and reliability of the company.
Quality of Service
Many reviewers have commented on the exceptional service provided, with descriptions such as "detailed and thorough", "extremely professional", "polite", "efficient", and "reliable". The service has been praised for being accommodating, understanding, and helpful in addressing clients' concerns.
Expertise and Knowledge
Several reviewers have highlighted the expertise and knowledge of the service provider, noting that they are skilled at identifying and resolving issues, and providing valuable insights and guidance.
Customer Service
The staff has been praised for their exceptional customer service, with reviewers commenting on their patience, willingness to explain complex issues, and ability to ensure clients understand the process.
Negative Experience
However, one reviewer had a negative experience, citing a rude and belittling tone from the service provider, who seemed uninterested in helping and too busy with other clients.
