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Filing an accurate, timely tax return is important-but there's so much more to taxes than April 15th. RitzHolman CPAs helps you minimize the impact of taxes throughout the year and throughout your life.

Rock-Solid Expertise

You work directly with partners who are knowledgeable in both personal and business taxes. We take the time to understand where you are now and help you determine what services make sense for you.

Because many of our clients are business owners, our work for individuals leads naturally to tax and accounting strategies for businesses—making sure you gain the maximum benefit within the tax law. We can also connect you to legal, investment and insurance professionals who will work with you to help you reach your goals.

Proactive Perspective

We contact you when changes in the market, the economy or the regulatory environment may affect your tax plan. By staying on top of new tax laws and legislation, we can uncover opportunities to minimize your current and future tax liabilities.

RitzHolman CPAs also serves as your sounding board for major financial decisions. We'll clarify the tax implications of buying or selling investments, making charitable donations, giving money to your heirs-whatever you're considering. Just ask. We're easy to talk to.

Trusts and Estates

As you work with your attorneys and financial advisors to create an asset transfer plan, RitzHolman CPAs can help you analyze the tax impact of your decisions. Once your trust and estate plans are in place, we work with trustees and executors to offer cost-effective services including:

  • Gift, trust and estate tax planning
  • Distribution planning
  • Trust and estate income tax returns
  • Estate tax returns
  • Gift tax returns
  • Annual trustee accounting schedules

Deep Roots

The relationships we cultivate with our clients last for decades; we've served many families across three generations. You can count on RitzHolman CPAs for integrity, top-quality work and personal service at every stage of life:

  • Starting your career or business
  • Building your assets
  • Retirement planning
  • Elder services
  • Transferring assets to your heirs

Call us today at 414-271-1451 to learn more about how we can
help you with your personal accounting needs!

News

September 21: RitzHolman CPAs celebrates its 60th Anniversary with over 250 guests at The Pilot House on September 14. View pictures from the event on our Facebook page now.

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