Most business owners do not lose control all at once. They lose it slowly, one missed number, one poor structure, and one reactive tax decision at a time.

In this episode of Sharkpreneur, Seth Greene interviews Peter Holtz, President of Peter Holtz CPA, who explains why traditional once-a-year accounting often leaves owners overpaying taxes, missing deductions, and making last-minute decisions that undermine long-term growth. He also explains how proactive planning, accurate books, smart business structure, margin awareness, and the right advisory team can help entrepreneurs regain control and build stronger, more profitable businesses.

Key Takeaways:

→ Business owners need proactive tax planning, not year-end panic attacks.

→ Accurate books are the foundation for better tax decisions.

→ The wrong business structure can cost owners money.

→ A good CPA should do more than fill out boxes on a tax return.

→ Tax strategy should align with the owner's, business's, and family's goals. 

Peter Holtz is a seasoned CPA, entrepreneur, and tax strategist who helps business owners keep more of what they earn through proactive, year-round tax planning. With more than 20 years of experience, including time in Big 4 accounting and CFO roles for multiple companies, Peter has seen how traditional, once-a-year accounting often leaves business owners overpaying and underprepared.

After recognizing the need for a more strategic approach, Peter built multiple eight-figure accounting firms designed to help business owners outsmart the IRS without relying on aggressive loopholes or unnecessary risk. He works with owners earning $500K to $10M+ to reduce taxes, protect wealth, and turn their CPA relationship into a true profit center.

Connect With Peter:

Website: https://peterholtzcpa.com/

Instagram: https://www.instagram.com/peterholtzcpa/

Facebook: https://www.facebook.com/PeterHoltzCPA

LinkedIn: https://www.linkedin.com/company/peterholtzcpa

https://www.linkedin.com/in/peter-holtz/