Full-Service Tax, Accounting & Investing
Everything your business and family need to stay compliant, save money, and plan confidently for the future.
Services Built Around You
Every engagement is tailored — no cookie-cutter packages, just the right support for your situation.
Tax Preparation
Accurate, maximized returns for individuals and businesses, filed on time every time.
Tax Planning
Proactive strategies throughout the year that reduce your tax burden legally and effectively.
Bookkeeping
Accurate, up-to-date books so you always have a clear picture of your finances.
Payroll
Full-service payroll processing, tax filings, and compliance handled end-to-end.
Business Consulting
Strategic advisory on structure, growth, and profitability for businesses at every stage.
Financial Statements
Investor and lender-ready statements — audits, reviews, and compilations.
IRS Representation
Direct advocacy and negotiation with the IRS on your behalf when issues arise.
Retirement Planning
Tax-efficient retirement strategies tailored to your long-term goals.
Estate Planning
Thoughtful planning to protect and transfer wealth across generations.
Investment Advisory
Personalized portfolio strategy and wealth management built around your goals.
Financial Coaching & Wealth Planning
Real 1:1 coaching to get out of debt, build savings, and plan for the kind of life you actually want.
Insurance & Investment Services
Term life insurance and family financial protection through our Primerica partnership.
Public Notary Services
If you're looking for an official witness for a variety of documents that require such a service, we're here to help!
Project Your Investment Growth
Model how your savings could grow over time with a disciplined investment strategy.
Contributed
$145,000
Growth
$216,432
At Age 20 yrs
$361,432
Hypothetical projection for illustrative purposes only — not a guarantee of future results.
Ready to Take Control of Your Finances?
Schedule a free consultation and discover how Holmes Investment & Accounting Services can help your business thrive.