Wealth is not a luxury.
Wealth comes with the power to make your money work harder than you do.
Just like the thousands of individuals and small businesses we’ve been privileged to partner with since 1970, we gathered the courage to see beyond our humble beginnings to forge a brighter future. Like you, we believe in pushing boundaries.
More than 45 breathtaking years later, a time-tested team stands laser-focused on understanding and anticipating your unique financial needs to curate spectacular opportunities.
Our loyal members are the thrill-seekers, the hard workers, and the go-getters.
They know total financial independence is within reach through access to the right tools and a personalized strategy–crafted by strong industry experts.
We look forward to welcoming you to the fold of forward-thinkers.
We proudly maintain some of the highest customer retention rates in the industry. Here’s how we built it.
SL Tax opens its doors with only 2 employees in a forgotten corner of Brooklyn. Our singular mission: give anyone who walked through our doors highly personalized tax, accounting, and financial advice.
We expand our vision and open our second Brooklyn location, with Queens following in 1995.
In response to a sea-change developing in the next generation of go-getters, we incorporate cutting-edge technology, a comprehensive suite of tools, and carefully select niche experts to join the team. The Holtz Group—a rare kind of full-service financial advisory—is born with the opening of our Manhattan location.
A loyal following of thousands of satisfied clients—who expect a superior level of financial service and advice—provide us with new business referrals each year. We proudly maintain some of the highest customer retention rates in the industry.
We’re determined to make this the best year ever by continuing to provide stellar service to you.
Get in Touch with Us
Since 1970, we’ve been dedicated to giving thousands of satisfied clients like you the attention and quality service they deserve—from 4 convenient locations.