Holmes & Associates, CPAs – Expert Tax Guidance You Can Trust 

At Holmes & Associates, CPAs, we go beyond traditional tax preparation. With over 40 years of experience, we provide expert tax strategies to help businesses and individuals navigate the ever-changing tax landscape. Whether you’re a small business owner, real estate investor, or trust beneficiary, our CPAs ensure compliance while minimizing your tax burden. 

Expert tax Preparation for individuals & Businesses

Holmes & Associates, CPAs – Accurate, Efficient & Maximizing Savings 

At Holmes & Associates, CPAs, we take the stress out of tax preparation. Whether you’re a small business owner, independent contractor, real estate investor, or trust beneficiary, our experienced CPAs handle everything, ensuring accuracy, compliance, and the lowest possible tax liability. 

Tax Services

With 40+ years of expertise, we prepare tax returns for: 

✔ Individuals & Sole Proprietors (Form 1040) 
✔ S Corporations & C Corporations (Forms 1120 & 1120S) 
✔ Partnerships & LLCs (Form 1065) 
✔ Trusts & Estates (Form 1041) 
✔ Payroll, Sales, & Excise Tax Returns 
✔ Multi-State Tax Filings 
✔ Department of Labor Tax Returns 

Maximizing Tax Write-Offs & Deductions

We help identify and maximize every eligible tax deduction to lower your overall tax liability. Our services include: 

✔ Home Office Deductions 
✔ Mileage & Business Travel Expenses 
✔ Retirement Contributions 
✔ Real Estate Depreciation & Deductions 
✔ Medical Expense Deductions 
✔ Charitable Contributions & Donations 

IRS Audits & Representation

An IRS audit can be stressful, but we have successfully represented clients before the IRS for over 35 years. Our services include: 

✔ Comprehensive IRS Audit Defense 
✔ Negotiating Settlements & Reducing Penalties 
✔ Handling IRS Correspondence on Your Behalf 
✔ Providing Support for Unfiled Taxes & Compliance Issues 
✔ State Tax Audit Representation 

Real Estate Taxation

We specialize in tax compliance and accounting for real estate investors, property owners, LLCs, and real estate professionals. Our services include: 

✔ Real Estate Tax Planning & Compliance 
✔ 1031 Exchange Tax Planning – Structuring transactions to maximize deferral of capital gains
✔ LLC & Partnership Taxation – Ensuring real estate investment structures remain tax-efficient
✔ Rental Property Tax Strategies – Maximizing deductions and depreciation benefits

Estate & Trust Taxation

Trusts and estates have unique tax complexities. We provide tax compliance services for trustees, beneficiaries, and estates, ensuring all income, deductions, and distributions are reported correctly. Our services include: 

✔ 1041 Trust Income Tax Returns – Proper reporting of trust income and distributions 
✔ Inheritance Tax Considerations – Tax planning strategies for estate beneficiaries 
✔ Gift & Estate Tax Planning – Minimizing tax liabilities for estate transfers 

Who We Serve:

✔ Professional Services (Law Firms, Consultants, Architects, Engineers) 
✔ Estates & Trusts
✔ Manufacturing
✔ Real Estate
✔ Construction
✔ Medical & Healthcare
✔ E-commerce & Online Business
✔ Technology & Startups
✔ Nonprofits
✔ Small Businesses

why choose holmes & Associates?

With over 40 years of tax expertise, our highly experienced CPAs go beyond basic tax preparation to provide accurate, efficient, and legally optimized tax returns. We offer proven IRS representation and audit defense strategies, along with expert guidance on real estate taxation, trusts, and business structures. Our tailored tax planning ensures you maximize savings and keep more of your hard-earned money.

Free Tax Analysis and Consultation

Holmes & Associates, CPAs offers a Free Tax Return Analysis. This is a fast, but thorough process where we go through the financial health of your small business and financials. Our CPAs look at your books, tax write offs, tax deductions, financial statements and in less than hour we will have a full report on how you can increase your bottom line and save money.

This is a totally FREE service. You have nothing to lose and everything to gain by letting our CPA firm analyze your small business. 

Call us now at 562.495.3331 or SCHEDULE A FREE TAX CONSULTATION *NOTE - We will NEVER give your contact information out for any reason.