Peter Holtz CPA

Manteca, CA Website 747 words

Evidence Score 33/100 at 77% evidence coverage 3 of 7 on the Stockton-Lodi area list How the score works

What we could verify

Registered business?: Not verified
CPA license or firm permit?: CPA license active (individual: Peter John Holtz) · 90843 · California Board of Accountancy (DCA public licensee data file)
Publishes prices?: Not stated on its website
Local or remote?: Local + remote
Software?: Xero

3 of 5 answered from a dated source.

Documents 2 of 5 core services; CPA license verified with the state board.

Score breakdown

Documented services + buyer fit18 of 40 pts, 40 checked

Independently verifiable qualifications8 of 20 pts, 8 checked

Operational + pricing transparency3 of 25 pts, 25 checked

Verified identity + continuity4 of 15 pts, 4 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Peter Holtz CPA's own website (self-reported), read Sep 26, 2026.
Claim	What the source shows	Source	Points
Business name	Peter Holtz CPA	home page
Website	https://www.peterholtzcpa.com/	home page
Office locality	Manteca, CA	home page
Service area	United States (stated by the firm)	/contact
Phone	+12099410189	home page
Offers bookkeeping	Documented: ...theirs, sitting unclaimed. Finding it doesn't just cover the tax work. It covers the bookkeeping, the reporting and the advisory too. For most clients, what we save is more than...	home page
Payroll coordination	Documented: ...Build accurate financial infrastructure Timely accounting, bookkeeping, cloud systems, payroll coordination, and document discipline that create reliable financial data and...	home page	4 pts (max 4)
Month-end close + reporting	Documented: ...Turn numbers into decisions CFO and Platinum Advisor guidance that interprets financial statements, identifies opportunities, improves cash flow, and reveals where profit is being...	home page	6 pts (max 6)
Software supported	Xero	home page	5 pts (max 5)
Local / remote model stated	Local + remote	/contact	3 pts (max 3)
Active CPA firm or individual license (state board)	CPA license active (individual: Peter John Holtz) · 90843 · California Board of Accountancy (DCA public licensee data file)	State accountancy board Third-party Sep 26, 2026 expires May 31, 2028	8 pts (max 8)
Named contact / team	Peter Holtz, CPA	home page	3 pts (max 3)
Working contact route verified	[email protected] (mail server found)	DNS check Third-party Sep 26, 2026	2 pts (max 2)
Privacy / data-handling page	Documented: Privacy	/privacy-policy	2 pts (max 2)

Checked and not found

Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).

Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).

Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.

Active CPA firm or individual license (state board): California lists an ACTIVE CPA license (Active) for PETER JOHN HOLTZ, the individual named on the firm's site, expiring 2028-05-31. An individual's license is not a CPA firm permit and does not verify the firm. It does not prove service quality.
Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).

Data limitations

21 of 23 evidenced items come from Peter Holtz CPA's own website and are labelled self-reported.
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