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Baker Holtz, founded in 1979, is a reputable full-service CPA firm with over four decades of expertise in tax, audit, and advisory services. Our journey began with a commitment to serving the unique financial needs of closely held businesses, their owners, and individuals seeking professional advice on complicated financial and tax issues. We strive to provide exemplary service in various areas, including business consultation, accounting, tax planning and preparation, estate planning, fraud prevention, and more.
We're not just a financial and tax advisory firm; we are your partner in your journey towards financial success and stability. We truly look forward to the opportunity to serve you and your needs with professionalism, integrity, and a genuine desire to make a positive difference in your financial well-being.
Advisory
From cash flow management and profit enhancement to strategic and succession planning, we can help you and your business work “on” your business rather than “in” your business itself.
Accounting
+ Assurance
Taxation
We stay current as financial reporting and regulations evolve; assuring that your business meets all compliance requirements and that you seize any emerging opportunities.
Working with your advisory team—bankers, investment counselors, insurance agents and attorneys—our experts ensure that all services are both complete and comprehensive.
What We Offer
Our Niche Expertise
We offer comprehensive service for these industries:
1
Transportation
Baker Holtz works with motor carriers, movers, third party logistics providers, and public warehouses to help each client financially come out on top in today’s competitive industry of transportation.
Customer demands and logistics are continually changing. We remain at the forefront as an industry provider by keeping up on trends, opportunities and issues surrounding the transportation business.
Our extensive knowledge of the industry’s challenges enable us to anticipate changes and react quickly and accurately.
2
Manufacturing
The manufacturing industry faces daily challenges such as wide-spread competition, evolving tax regulations and high customer and employee expectations.
Considering these obstacles, it is essential that you have advisors in your corner who understand the demands of the industry and cater to those specific needs.
We help clients like you every day in analyzing operations such as sourcing trends and growth obstacles. Our professionals stay current on manufacturing trends and use this knowledge to better serve our clients.
3
Real Estate
No matter what your real estate specialty is, you know as well as we do that the real estate market offers a large amount of opportunity. Just as equally, the industry holds a great deal of risk.
You can rely on our team of professionals to be extremely knowledgeable about the industry, trends, challenges and changes. Knowing the industry in’s and out’s are one of the many ways our team helps you capitalize on opportunity and minimize risk.
Whether you’re a big fish in the industry or a small fish, Baker Holtz provides you with a wide variety of audit, tax and advisory services within the real estate community.
4
Specialty Contractors
We know the challenges you face within the trade industry.
Specialty subcontractors manage high-risk projects, abide by tight deadlines, manage cash flow and are expected to obtain financial reporting on top of that.
With each project comes a great deal of liability and your finances should not be one of them.
Whether you’re in construction, electric or masonry,
Baker Holtz has what you
need for a financially successful business.
Don't just take our word for it:
