William Holtsman

Certified Public Accountant

I’m a CPA focused on serving individuals who need more than the chain-type tax preparation companies can offer but less than the big firms that require $10,000+ annual minimums. Usually that means high wage earners, real estate investors and small-to-medium business owners. Even if that’s not you, I’m still happy to help you and can provide value. In addition to technical expertise, I pride myself on providing top-tier customer service to all my clients. I have a down-to-earth personality which I believe leads to a less stressful and more enjoyable experience. Taxes can be nuanced, complex and difficult to understand. I always try to simplify them into terms that are easier to understand. Can I speak tax jargon to you that only tax professionals understand? All day long! But, it will just leave you frustrated and confused. My purpose is to remove the stress & fears often associated with filing your taxes!

Born & raised in the Central Valley, I currently live in Oakdale with my son and two dogs. I graduated from CSU Stanislaus, earning my degree in Business with a concentration in Accounting, and am currently pursuing my Masters in Taxation from Golden Gate University. I’ve always had a strong desire to help people. Prior to entering the accounting profession, I spent 6 years working in public safety for that very reason. After I lost my job during the Great Recession, I found helping people with their finances & taxes provided the fulfilment I needed from a career and pivoted in that direction. In 2023 and after 14 years in the profession, I decided to open my own office. In my free time, I enjoy cooking, Giants baseball, 49ers football, fly fishing, traveling, and hiking/backpacking throughout the Sierra Nevada.