Business Details
41 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
O'Neal & Holmes, LLP has been a trusted provider of comprehensive accounting and tax services since 1985. Our firm was formed through the merger of two successful practices established in the 1970s, combining decades of expertise with a commitment to technical excellence and personalized service. We maintain rigorous quality standards through annual internal reviews and tri-annual independent peer reviews, all of which have earned the highest PASS rating. Our team of certified professionals brings over 40 years of combined experience in tax law, financial planning, and business advisory services, serving individuals and businesses across the greater Houston area.We specialize in complex tax scenarios, including cryptocurrency accounting, IRS audit representation, and business succession planning, while maintaining a strong focus on client education and long-term relationship building. Our dedication to accessibility ensures clients receive timely, practical solutions tailored to their unique financial situations.
Services
Tax Preparation
Financial Planning
Business Accounting
IRS Audit Representation
QuickBooks Services
Details
- Year established: 1985
Highlights and features
- We offer 38+ years of experience in tax and accounting services.
- Our firm maintains quality through independent peer-reviewed standards.
- We provide personalized, accessible financial guidance for Houston clients.
- We handle complex tax scenarios including IRS audits and cryptocurrency accounting.
- Our services combine technical expertise with practical business advisory solutions.
Services
Tax Preparation
Our comprehensive tax preparation services cover individual and business returns, including complex scenarios like cryptocurrency accounting and international tax compliance. We maximize deductions while ensuring adherence to IRS regulations. Our team stays current with evolving tax laws to provide accurate, strategic filings for both personal and corporate clients.
IRS Audit Representation
We provide expert IRS audit representation, handling all communication and documentation requirements. Our CPAs work to minimize tax liability, resolve disputes, and appeal unfavorable decisions while protecting client interests throughout the audit process.
Business Accounting
Our business accounting solutions include bookkeeping, financial reporting, cash flow management, and strategic tax planning. We support companies with audits, business valuations, and succession planning while offering outsourced CFO services for growing organizations.
Financial Planning
We develop personalized financial plans covering retirement strategies, estate planning, and investment optimization. Our approach integrates tax considerations with long-term wealth preservation goals for individuals and families seeking financial security.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and troubleshooting for small businesses. We help clients maximize the software's capabilities for accurate financial tracking, payroll processing, and tax preparation efficiency.
People
James M. Holmes
Managing Partner
CPA with 40+ years of experience in public accounting, specializing in mergers and acquisitions. Graduate of Stephen F. Austin State University with BBA in Accounting. Member of AICPA and CAI since 1978.
Tom Hiltabrand
Partner
Certified Public Accountant providing expert accounting services. Specializes in business advisory and tax compliance solutions for Houston-area clients.
Judy Holmes
Administrative Assistant
Supports firm operations with administrative expertise. Coordinates client communications and office management functions.
Darrell Henderson
Audit Manager
Manages audit engagements with attention to detail. Provides quality assurance for financial statements and compliance reporting.
Michael Olive
Senior Tax Accountant
Specializes in complex tax preparation and planning. Assists clients with individual and business tax matters, including IRS compliance issues.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive business accounting including bookkeeping, financial statements, tax planning, and outsourced CFO services tailored to small businesses.
How can you help with IRS audit situations?
Our team offers full IRS audit representation, handling all correspondence, minimizing liability, and appealing decisions when necessary.
Do you provide personal financial planning services?
Yes, we offer retirement planning, estate planning, and wealth management services customized to individual financial goals.
What industries do you specialize in?
We serve construction, healthcare, law firms, real estate, and nonprofit organizations with industry-specific accounting solutions.
