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← Back to Top 9 Bookkeepers in the Milwaukee-Waukesha Area, WI (2026)RitzHolman CPAs
Evidence Score 34/100 at 75% evidence coverage 5 of 9 on the Milwaukee-Waukesha area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: real estate, medical, dental (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 2 of 5 core services; 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 | RitzHolman CPAs | home page | |
| Website | https://ritzholman.com/ | home page | |
| Office locality | Milwaukee, WI | home page | |
| Phone | +14142711451 | home page | |
| Offers bookkeeping | Documented: ... ⦁ Fiscal Policy and Procedure Consulting ⦁ Accounting and Bookkeeping Consulting Affiliations American Institute of Certified Public Accountants... | /team/katy-sommer | |
| AP / AR | Documented: ...respondent Our Services Client Accounting Services Bookkeeping Payroll Management Accounts payable recording, tracking and bill payment Accounts receivable recording and tracking... | /outsourcing Nov 4, 2026 | 4 pts (max 4) |
| Payroll coordination | Documented: ...Tax Preparation and Planning Services Proactive tax planning Income tax preparation Payroll and payroll tax reporting Business Consulting Services Financial analysis for business... | /income-tax-preparation-and-planning Nov 4, 2026 | 4 pts (max 4) |
| Industries served (documented) | real estate, medical, dental | /team/darci-middaugh | 5 pts (max 5) |
| Software supported | QuickBooks | /team/matthew-rios | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Diana G. Luttmann · CPA (self-reported to the IRS, not a state license) · business name on the record: RITZ HOLMAN LLP | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...the federal Uniform Guidance and state auditing standards. Her areas of concentration include: ⦁ Nonprofit audit, review and compilations, with an emphasis on... | /team/diana-luttmann | 5 pts (max 5) |
| Named contact / team | Diana Luttmann, 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) |
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); Month-end close + reporting (0 pts, max 6); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); 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: Accounting Examining Board license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Diana G. Luttmann under the business name 'RITZ HOLMAN LLP' in Milwaukee, WI. 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
- 20 of 22 evidenced items come from RitzHolman CPAs's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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