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Resources

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Essential Resources for our Partners and Future Partners
WELCOME LETTER


Peter Holtz CPA delivers expert tax preparation, fast refunds, and secure, top-notch service you can trust. We look forward to working with you!




2024 TAX SEASON CHECKLIST
Check-List of Items Needed for 2024 Personal Income Tax Return
2024 TAX SESON BUSINESS ENGAGEMENT LETTER
2024 Engagement Letter for Business Tax Return Preparation
2024 TAX SEASON PERSONAL
ENGAGEMENT LETTER


2024 Engagement Letter for Personal Tax Return Preparation




WHERE'S MY REFUND CA?
Check Your 2024 Refund Status
IRS REFUND STATUS
Check Your 2024 IRS Refund Status


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Peter Holtz CPA's Terms and Conditions
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LOCATIONS




Boston Office
55 Court St, Boston, MA 02108
Dallas Office
5700 Tennyson Pkwy, Plano, TX 75024
Manteca Office
160 N Grant Ave, Manteca, CA 95336
Oklahoma Office
2451 S Kelly Ave #130, Edmond, OK, 73013
Rancho Cucamonga Office
9045 Haven Ave, Suite 100, Rancho Cucamonga, CA 91730
Roseville Office
2270 Douglas Blvd Ste 212, Roseville, California, 95661
Texas Office
5700 Tennyson Pkwy Plano TX, 75024