CPA / PFS

Holland and Company CPA’s has a complete staff of Certified Public Accountants. Our staff is trained in a wide variety of areas including tax preparation, tax consulting, auditing and compliance. To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

RICHARD K. HOLLAND

CPA (New Jersey) / PFS / Founder & CEO
Richard has more then 40 years of experience as an accountant, auditor and financial advisor for a variety of small to large-sized businesses. Mr. Holland also has extensive experience in complicated and varied tax matters and acquisition assistance for companies in various industries. During his years of experience, he has adopted a business and entrepreneurial approach to accounting. Mr. Holland is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

WILLIAM S. LOCKWARD

CPA (New Jersey)
William has been a member of the Holland & Co. team since 1989 and has been an integral part of our client growth. Mr. Lockward`s dedication to client needs has provided the firm with a reputation for striving to provide the highest quality in client servicing. Before joining the firm, Mr. Lockward was employed by the Internal Revenue Service. Mr. Lockward is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

DANIEL R. HOLLAND

CPA (New Jersey & New York)
Daniel is a licensed CPA in both NJ & NY. Daniel is a member of the America Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. A member of the Holland and Company team since 1995, Daniel has specialized in the money remittance business, working with several start-up companies and established companies licensed in multiple states.  Daniel is a certified anti-money laundering specialist and a member of the Association of Certified Anti-Money Laundering Specialists.  Daniel is proficient with TITLE 31 compliance and assists numerous MSB companies complete TITLE 31 examinations.

AMY WOODS

CPA (New York)

Amy is a 1996 graduate of the University of Delaware with a bachelor of science in Accounting.  She has been a licensed Certified Public Accountant for over 14 years.  Throughout her career she has accomplished many professional tasks which include performing multi-state audits for one of the largest privately held media companies in the country and financial reporting of a fortune 500 company.  Before starting with Holland & Company, CPA a majority of Amy’s career was spent working for a medium-sized public accounting firm located in Manhattan where she specialized in auditing. Additionally, she worked for a global professional services provider in the financial reporting department.  Other experience includes fiduciary accounting and estate tax return preparation.

Amy is a member of the American Institute of Certified Public Accountants.

 
 

*Richard K. Holland & Daniel R. Holland offer securities through Royal Alliance Associates, Inc., Member FINRA/SIPC.  Tax services offered through Holland & Company, which is not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, UT, VA, VT, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.