Baker Holtz is a full-service CPA and advisory firm based in Grand Rapids, MI, known for its client-focused service model and deep expertise across tax, assurance, and advisory domains. Since 1979, the firm has delivered forward-thinking solutions that balance technical precision with personalized financial care for individuals, businesses, and closely held entities.
About Baker Holtz
Founded in 1979, Baker Holtz has over 40 years of experience serving the unique financial needs of business owners and individuals across West Michigan. In 2012, the firm made a strategic shift away from the billable hour model, embracing a client-first, value-based approach that allows for open communication and proactive service without surprise invoices.
Their philosophy is rooted in True Service Culture, emphasizing deep relationships, integrity, and strategic insight over transactional engagements. Baker Holtz is committed to delivering guidance that aligns with client goals, whether that’s improving profitability, planning a business transition, or optimizing tax outcomes.
Core Services
Accounting + Assurance
- Compiled, reviewed, and audited financial statements
- Bookkeeping and general ledger support
- QuickBooks setup, consulting, and review
- Financial benchmarking and internal reporting
- Employee benefit plan audits
- Agreed-upon audit procedures
Advisory
- Cash flow forecasting and operational budgeting
- Strategic and succession planning
- Profitability consulting and industry benchmarking
- Business entity selection and start-up services
- Fraud prevention assessments
- Bank financing preparation and negotiation
Taxation
- Preparation of federal, state, and local tax returns
- Estate and gift planning, including succession planning
- IRS representation and audit support
- Tax projections and mid-year planning
- Mergers and acquisitions tax advisory
- Entity structuring for optimal tax outcomes
Office Information
Office Information
| Information | Details |
| Address | 161 Ottawa Ave NW #200, Grand Rapids, MI 49503 |
| Phone Number | (616) 458-1835 |
| [email protected] | |
| Website | www.bakerholtz.com |
| Year Established | 1979 |
| Services Offered | Accounting + Assurance, Advisory, Taxation |
| Niche Industries | Transportation, Manufacturing, Real Estate, Specialty Contractors |
Why Choose Baker Holtz?
- Client-First Model: No billable hours. Transparent pricing and unlimited access to your CPA team.
- Niche Expertise: Specialized insight in transportation, manufacturing, real estate, and contracting.
- Deep Relationships: Long-term partnerships that grow with your business and financial goals.
- True Service Culture: A firm built on listening, integrity, and proactive support.
- Technology-Forward: Expertise in accounting systems like QuickBooks and financial tech integration.
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