At HOLT & ASSOCIATES, PLLC, these are more than just the latest customer service buzzwords. They're a commitment—the guiding principles our team members follow each and every day as we work with you toward a successful future. When you do business with us you'll always have our strongest commitment to:
Provide you with quality work in a timely manner, no matter how large or small the task. O
ffer you a level of service that exceeds your expectations, whether you're looking for a copy of a single tax return or a complete audit of your business. Value the trust you place in us, with our promise that we'll work hard to earn your trust and your business every single day. We hope you'll take some time to browse through our site. You'll find a lot of useful information here: a list of the services we offer, contact information, financial calculators, specially-selected newsletter articles and much more. Give us a call or drop us an email for more information about our firm and the services we offer, or to make suggestions for what you'd like to see on our website. We look forward to talking with you soon! Our Services
Accurate and timely accounting information is a necessity for any successful business. HOLT & ASSOCIATES, PLLC can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized quality service. We offer the following:
Tax Planning & Return Preparation Services
Assurant Services
Small Business Consulting
Bookkeeping & Payroll Services
Construction Contractor Services
Employee Benefit Plan Audits
Quickbooks ProAdvisor
Tax Planning & Return Preparation Services
Expertise. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation. Assurant Services
Third parties relying on your financial statements often require an audit or review for assurance. In order to conduct an audit, we examine your company’s financial statements in accordance with generally accepted auditing standards. We then express our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles. A review is less in scope than an audit and contains some analytical procedures conducted with limited assurance. Small Business Consulting
From choosing the form of entity for your business to effectively and efficiently managing your business to strategically planning for business succession, we can help with all of your small business consulting needs. We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Bookkeeping & Payroll Services
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Rely on us to be your trusted and accessible business partner to handle your bookkeeping and payroll needs - from writing and issuing checks to filing the necessary payroll tax returns to compiling your financial statements. Construction Contractor Services
Construction contractors are a specialized industry with very specific accounting needs. We have expertise in this area that can give your business what you need to maximize bonding capacity and minimize the tax burden. Employee Benefit Plan Audits
Employee Benefit Plans are regulated by the Department of Labor which requires certain plans to obtain an audit. Our membership in the Employee Benefit Plan Audit Quality Center requires additional training for our staff which demonstrates our commitment to you and in helping meet the requirements of your specific employee benefit plan. Quickbooks ProAdvisor
As Quickbooks proadvisors, we are here to help you save time and improve your bottom line. We provide consulting, installation, and customized training for Quickbooks users. We can show you how to wrap up the business year, archive your Quickbooks files, and get ready for the next business year as well as helping with the day to day entries.
