Expert Accountant Services vs Peter Holtz CPA: Services, Pricing and Credentials Compared (2026)
Key Takeaways
- Expert Accountant Services: Evidence Score 56 at 83% coverage. Peter Holtz CPA: 46 at 83% coverage.
- On price, Expert Accountant Services says it prices by quote and Peter Holtz CPA says nothing about pricing.
- Only Expert Accountant Services names the industries it serves (real estate and e-commerce), on its own site.
Sources cited in this article: Firm's own website, State accountancy board, IRS preparer records, DNS check, and our published methodology.
How this list is built: Methodology · Disclosures · About · Report a correction
At a glance
| Expert Accountant Services | Peter Holtz CPA | |
|---|---|---|
| Rank on the Stockton-Lodi area list | 1 of 11 | 2 of 11 |
| Evidence Score (out of 100) | 56 | 46 |
| Evidence coverage (%) | 83 | 83 |
| Documented services + buyer fit | 27 of 40 pts | 18 of 40 pts |
| Independently verifiable qualifications | 6 of 20 pts | 14 of 20 pts |
| Operational + pricing transparency | 21 of 25 pts | 10 of 25 pts |
| Verified identity + continuity | 2 of 15 pts | 4 of 15 pts |
| Office locality | Stockton, CA Self-reported | Manteca, CA Self-reported |
| Software supported | QuickBooks, Shopify, Xero (5 pts) Self-reported | Xero (5 pts) Self-reported |
| Pricing approach published | Quote only (stated): "personalized quote" (6 pts) Self-reported | Not documented |
| Active CPA firm or individual license (state board) | Not verified (searched: State accountancy board) | CPA license active (individual: Peter John Holtz) · 90843 · California Board of Accountancy (DCA public licensee data file) (8 pts) Third-party |
| Current QuickBooks ProAdvisor or Xero advisor listing | Not verified | Not verified |
| Entity found in the state business registry | Not verified | Not verified |
| Operating 1+ year (registry formation date) | Not verified | Not verified |
A search that found nothing reads "Not verified": it is not a mark against a firm (how we search).
Full evidence profile: Expert Accountant Services · Full evidence profile: Peter Holtz CPA
Where they differ
| Scored item | Expert Accountant Services | Peter Holtz CPA |
|---|---|---|
| AP / AR (4 pts) | Documented (4 pts) | Not documented |
| Industries served (documented) (5 pts) | real estate, e-commerce (5 pts) | Not documented |
| What is included / excluded (5 pts) | Documented (5 pts) | Not documented |
| Privacy / data-handling page (2 pts) | Not documented | Documented (2 pts) |
What both document
Payroll coordination; Month-end close + reporting; Local / remote model stated; Bookkeeping designation (AIPB/NACPB) or IRS preparer record; Reporting cadence stated; Named contact / team; Communication channel / process; Working contact route verified
Our read
On the Stockton-Lodi list, Expert Accountant Services leads Peter Holtz CPA by 10 points, 56 to 46. Most of the difference sits in pricing and process transparency, where Expert Accountant Services has 21 of 25 points to 10.
Expert Accountant Services works from Stockton, says it serves clients across the US, names real estate and e-commerce among the industries it serves and works in QuickBooks, Shopify and Xero.
Peter Holtz CPA works from Manteca, says it serves clients across the US and works in Xero.
What neither documents: monthly bookkeeping, catch-up work and onboarding. Ask each firm directly.
Peter Holtz CPA holds an active CPA license or permit on the state's records; the table above links the record.
Frequently Asked Questions
Which is better for catch-up work, Expert Accountant Services or Peter Holtz CPA?
Neither site mentions catch-up or cleanup work, so ask both before you commit if you're behind.
Do Expert Accountant Services or Peter Holtz CPA publish prices?
Expert Accountant Services says it prices by quote, and Peter Holtz CPA says nothing about pricing. Each profile quotes the page the wording came from.
Where are Expert Accountant Services and Peter Holtz CPA based?
Both appear on the Stockton-Lodi list: Expert Accountant Services lists an office in Stockton, and Peter Holtz CPA lists one in Manteca.
Sources and further reading
Dates are when we checked. Report an error.
- Firm's own websiteChecked Sep 26, 2026 to Nov 12, 2026
- State accountancy boardChecked Sep 26, 2026
- IRS preparer recordsChecked Sep 27, 2026
- DNS checkChecked Nov 4, 2026 to Nov 12, 2026
- How the Evidence Score worksBookkeeping Index methodology
- Commercial disclosuresBookkeeping Index