Updated:
← Back to Top 11 Bookkeepers in the Stockton-Lodi Area, CA (2026)Peter Holtz CPA
Evidence Score 46/100 at 83% evidence coverage 2 of 11 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; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| 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) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Peter Holtz · CPA (self-reported to the IRS, not a state license) · business name on the record: Peter Holtz CPA | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Reporting cadence stated | Documented: Monthly Numbers and narrative The close, then the short version of what changed and why it matters. Quarterly Forecast and priorities Where the year is heading, and the three... | /services/cfo-platinum-advisory Sep 30, 2026 | 4 pts (max 4) |
| Named contact / team | Peter Holtz, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: Monthly as standard, quarterly for planning, and before any decision big enough to move the year. | /services/cfo-platinum-advisory Sep 30, 2026 | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 4, 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).
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (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.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Peter Holtz under the business name 'Peter Holtz CPA' in Manteca, CA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. 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 24 evidenced items come from Peter Holtz CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.