At Cangelosi & Holmes, Inc., CPAs, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of certified public accountants (CPAs) has been serving the Tustin, CA area for years, providing a wide range of accounting services, business and personal tax services, financial planning, estate planning, and business advisory services. Our mission is to build meaningful relationships with our clients, providing them with the best possible service.
Our Values
At Cangelosi & Holmes, Inc., we hold ourselves to three core values: Professionalism, Responsiveness, and Quality. We believe that these values are essential to building strong relationships with our clients and providing them with the best possible service.
Services
We offer a wide range of services to individuals and businesses, including:
Tax Services
- Tax preparation and planning
- Tax problems, including IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, and more
- IRS tax forms and publications
- Record retention guide
- Tax rates and due dates
Business Services
- Small business accounting and reviews and compilations
- Cash flow management
- Strategic business planning
- Succession planning
- New business formation
Personal Financial Planning
- Personal financial planning
- Estate planning
- Tax preparation and planning
Not-for-Profit Services
- Establishing and maintaining not-for-profit status
- Internal controls services
- Tax, accounting, and consulting services
Get to Know Us
Our team at Cangelosi & Holmes, Inc. is dedicated to helping individuals and businesses achieve their financial goals. We strive to provide outstanding service to our clients by being responsive, trustworthy, and professional. We believe that our clients are more important than just our services, which is why we take the time to understand their unique needs and goals.
Get Help
We offer services for business owners, executives, and individuals. Whether you're looking to optimize your finances, plan for the future, or overcome tax problems, we're here to help.
Get Informed
Stay up-to-date with the latest financial news and insights by subscribing to our monthly newsletter. Each month, we'll provide timely articles to help you achieve your financial goals.
Get in Touch
If you're ready to take control of your finances, please don't hesitate to contact us. Our team is here to help you achieve your financial goals.
Overall Experience
The reviewers have had an overwhelmingly positive experience with the firm, with all of them giving a 5-star rating. They have praised the firm's professionalism, organization, and helpfulness.
Key Strengths
The firm's strengths lie in its ability to provide personalized service, quick turnaround times, and valuable advice and projections throughout the year. They have been able to cater to both personal and professional needs of their clients.
Appreciation for Staff
A special mention has been made of Debbie, who volunteered to help the Heritage Museum of Orange County, showing the firm's commitment to giving back to the community.
No Negative Comments
Not a single reviewer has mentioned any negative aspect of their experience with the firm.
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