Peter Holtz CPA

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Peter Holtz CPA At Peter Holtz CPA, we are made for you. We are built to provide customized financial solutions for you and your businesses. No annoying tax professional lingo.

Just expert advice for the small business owner. Visit us: www.peterholtzcpa.com Call us: (209) 941-0189

10/18/2026

Bad day? Good thing you know someone from the Business Process Team

The business owners who win at tax time did not start preparing in March. They were in training all year.Quarterly check...
10/18/2026

The business owners who win at tax time did not start preparing in March. They were in training all year.

Quarterly check-ins with their CPA. Estimated payments recalculated when revenue changed. Retirement contributions funded before the year closed. Deductions documented as they happened. Entity structure reviewed when the business crossed a meaningful milestone.

None of that is complicated. All of it requires consistency. And consistency over twelve months produces outcomes that no amount of last-minute planning in March can replicate.

Tax planning is not a sprint to April. It is a discipline practiced every month of the year.

Contact Peter Holtz CPA and build the year-round discipline your tax outcome depends on.

10/17/2026

Wealth doesn’t transfer on its own.

Without a plan, probate, taxes, and family disputes decide where it goes.

Building it took decades. Protecting it takes a plan.

Which one have you done?

Most business owners spend years focused entirely on the first half of that equation — building. The second half gets put off, year after year, until it isn’t a choice anymore.

An estate plan isn’t just a will. It’s the structure that determines whether what you built actually reaches the people you intended, on the terms you intended, instead of being decided by a court.

Curious where your own plan actually stands? Book a consultation with our team — peterholtzcpa.com

Revenue tells you what your business generated. Net worth tells you what your financial decisions produced from that gen...
10/16/2026

Revenue tells you what your business generated. Net worth tells you what your financial decisions produced from that generation.

The gap between those two numbers is built or destroyed by one thing — the quality of the financial strategy applied to what the business earned.

Taxes paid unnecessarily. Retirement vehicles left unfunded. Assets not positioned correctly. An exit that consumed a portion of the accumulated value through avoidable tax consequences.

Every one of those gaps reduces the distance between what you earned and what you kept. And every year they go unaddressed that reduction compounds.

Net worth is built in the gap between earnings and unnecessary loss. Close the gap.

Contact Peter Holtz CPA and build the strategy that ensures more of what your business generates becomes permanent financial security.

10/15/2026

This is the kind of thing we hear from clients consistently: taxes handled by people who actually know what they're doing, year after year, without it being a scramble every spring.

If that's not how your taxes currently feel, that's worth a conversation.

Curious what working with a real tax planning team actually feels like? Book a consultation with our team — peterholtzcpa.com

October 15. Final extended tax return deadline. Today.There is no more time. No more extensions. No more waiting until y...
10/15/2026

October 15. Final extended tax return deadline. Today.

There is no more time. No more extensions. No more waiting until you feel ready. After midnight tonight the IRS starts adding penalties on top of what you already owe.

You had six extra months. Today is the last day of those six months.

Get it filed. Get it done. And then let us have a real conversation about making sure next year looks completely different.

The IRS does not audit randomly. Every return that receives additional scrutiny was flagged by something specific.High d...
10/14/2026

The IRS does not audit randomly. Every return that receives additional scrutiny was flagged by something specific.

High deductions relative to income for your industry. Income that does not reconcile with third-party information returns. Consecutive years of losses that suggest a hobby rather than a business. 100 percent business use claimed on a vehicle. Round numbers throughout a return that suggest estimation rather than actual records.

None of these are automatic audit triggers. All of them are areas where the documentation standard has to be higher — because they are exactly where the IRS looks first.

Build the return to withstand scrutiny before it is filed. Not after a notice arrives.

Contact Peter Holtz CPA and make sure your return is built to hold up under the highest level of IRS review.

October 15 is the final deadline to file your extended 2025 tax return. For individuals, sole proprietors, and C-Corps w...
10/14/2026

October 15 is the final deadline to file your extended 2025 tax return. For individuals, sole proprietors, and C-Corps who filed for an extension in April — tomorrow is it.

No further extension is available. No additional time can be requested. Whatever has not been filed by end of day tomorrow is officially late — and the failure to file penalty starts running from October 16.

If you still have not filed do not wait until tomorrow morning. The time to act is right now.

Contact Peter Holtz CPA immediately and let us get your return filed before the window closes.

10/13/2026

If you run an S-corp and pay yourself a salary that's too low for the work you actually do, that's not a gray area. It's an IRS requirement you're not meeting.

Reasonable compensation exists for a reason: wages are subject to Social Security and Medicare tax, distributions aren't. Pay yourself too little and take the rest as distributions, and the IRS can reclassify those distributions as wages after the fact.

That means owing the back payroll taxes you should have paid in the first place, plus penalties for failing to deposit and file on time, plus interest on top of all of it. In more serious cases, individuals can even be held personally liable for unpaid withholding.

A reasonable compensation analysis isn't paperwork for its own sake. It's what keeps a legitimate tax strategy from turning into a real liability.

Curious whether your own compensation would actually hold up? Book a consultation with our team — peterholtzcpa.com

Success does not automatically produce wealth. Revenue does not automatically produce wealth. Even profit does not autom...
10/12/2026

Success does not automatically produce wealth. Revenue does not automatically produce wealth. Even profit does not automatically produce wealth.

Wealth is what a deliberate financial strategy builds from the success the business produces. Without that strategy success produces income that passes through without accumulating into the kind of financial security the work deserved to create.

The entity structure that keeps more of what the business generates. The retirement vehicle that compounds what is kept. The exit plan that preserves the accumulated value at the transition. The tax strategy that runs alongside the operation throughout the year protecting every dollar it can.

All of these have to be built on purpose. None of them happen as a byproduct of running a successful business.

Contact Peter Holtz CPA and build the strategy that converts your success into the wealth it was always capable of producing.

Address

160 N Grant Avenue
Manteca, CA
95336

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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