The Peter Holtz CPA team together at the annual gathering
The team

Meet the team that supports your business.

Not because they have to, but because they want to.

A bookkeeping team that keeps the numbers current, Platinum Advisors who turn them into decisions, and specialists for the moments that need them.

Leadership

3
Peter Holtz, Founder & President

Peter Holtz

Founder & President

Jenni Mize, Chief Implementation Officer

Jenni Mize

Chief Implementation Officer

Annmarie Kehle, Director of Business Development

Annmarie Kehle

Director of Business Development

Platinum Advisors

5
Jerry Llorin, Platinum Advisor

Jerry Llorin

Platinum Advisor

Manjinder Singh, Platinum Advisor

Manjinder Singh

Platinum Advisor

Ranjit Sidhu, Platinum Advisor

Ranjit Sidhu

Platinum Advisor

Sally Henien, Platinum Advisor

Sally Henien

Platinum Advisor

Sofia Kong, Platinum Advisor

Sofia Kong

Platinum Advisor

Directors

5
Alyanna Dae De Jesus Miranda, Tax Director

Alyanna Dae De Jesus Miranda

Tax Director

Edilyn Cabangunay, HR Director

Edilyn Cabangunay

HR Director

Isaac De Leon Tala, Business Process Director

Isaac De Leon Tala

Business Process Director

Levy Timoteo Pangan, Accounting Director

Levy Timoteo Pangan

Accounting Director

Marianne Abellana, Director of Internal Audit

Marianne Abellana

Director of Internal Audit

Managers

4
Argie Perez Baluyut, HR and Admin Manager

Argie Perez Baluyut

HR and Admin Manager

Cassandra Villaflor, Brand Manager

Cassandra Villaflor

Brand Manager

Joellie Camille Magro Salas, Client Relations and Implementation Manager

Joellie Camille Magro Salas

Client Relations and Implementation Manager

Natasha Griffin, Tax Resolution Manager

Natasha Griffin

Tax Resolution Manager

Senior Accountants

10
Abraham Austria Layoso, Senior Accountant

Abraham Austria Layoso

Senior Accountant

Bea Fritz D. Ruiz, Senior Accountant

Bea Fritz D. Ruiz

Senior Accountant

Christina Dudang, Senior Accountant

Christina Dudang

Senior Accountant

Heidee Navarro Manliclic, Senior Accountant

Heidee Navarro Manliclic

Senior Accountant

Hershey Onofre, Senior Accountant

Hershey Onofre

Senior Accountant

Josephine Lourdes Abarquez Bonifacio, Senior Accountant

Josephine Lourdes Abarquez Bonifacio

Senior Accountant

Normand Tremblay, Senior Accountant

Normand Tremblay

Senior Accountant

Ralph Mari Maniago, Senior Accountant

Ralph Mari Maniago

Senior Accountant

Ron Jake Andres Monte, Senior Accountant

Ron Jake Andres Monte

Senior Accountant

Trishia Caballa, Senior Accountant

Trishia Caballa

Senior Accountant

Senior Tax Team

5
Clarrence Poblete Garcia, Senior Tax Accountant

Clarrence Poblete Garcia

Senior Tax Accountant

Elayssa Mayne B. Lucero, Senior Tax Accountant

Elayssa Mayne B. Lucero

Senior Tax Accountant

Mhel Kathleen M. Tampos, Senior Tax Accountant

Mhel Kathleen M. Tampos

Senior Tax Accountant

Micaela Paula Magnaye, Senior Tax Accountant

Micaela Paula Magnaye

Senior Tax Accountant

Stephanie Antonio, Client Tax & Implementation Lead

Stephanie Antonio

Client Tax & Implementation Lead

Sales and Customer Service

9
Alyssa Dela Cruz, Client Implementation Specialist

Alyssa Dela Cruz

Client Implementation Specialist

Arnold Perico, Sales Specialist

Arnold Perico

Sales Specialist

Dawsynn Dorton, Sales Representative

Dawsynn Dorton

Sales Representative

Gunje Altangerel, Sales & Customer Service Analyst

Gunje Altangerel

Sales & Customer Service Analyst

Johnson Galang, Sales Specialist

Johnson Galang

Sales Specialist

Lia Ivanov, Business Development Representative

Lia Ivanov

Business Development Representative

Michael Tenedero, Client Relations Specialist

Michael Tenedero

Client Relations Specialist

Patricia Cabigting, Client Relations Specialist

Patricia Cabigting

Client Relations Specialist

Roxan Siapno, Sales Specialist

Roxan Siapno

Sales Specialist

The tax savings

The whole team is pointed at the same thing.

We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.

Based on the returns we review. What any individual business saves depends on its own circumstances.

Culture

A firm that moves at the speed of its clients.

We hire for curiosity as much as credentials, use technology to clear the busywork, and expect everyone to pick up the phone before a client has to chase.

Call the client first
Learn something new every quarter
Automate the busywork, keep the judgment
Explain it in plain language
Off the clock

The team, off the clock.

Fast-moving, plain-spoken and a little competitive: the Go Fast Club energy shows up on camera too. Catch the team on TikTok.