Business Details
Trusted Certified Public Accountants in Tustin, CA
Cangelosi & Holmes has served clients in Tustin, CA for over 40 years, specializing in accounting, tax, financial planning, and business advisory services. Our commitment to Professionalism, Responsiveness, and Quality ensures personalized attention to every client. We prioritize meaningful relationships over transactions, offering strategic solutions tailored to individual and business needs. Our team combines technical expertise with proactive tax planning and compliance to maximize after-tax income. We deliver creative, timely service through a collaborative approach, building trust through decades of demonstrated reliability.Our focus on client-centric values drives every consultation, audit representation, and financial strategy. We simplify complex tax matters and business challenges through dedicated support, including IRS audit defense, estate planning, and cash flow management. Our longevity reflects our ability to adapt while maintaining unwavering standards of integrity and care. We empower clients to achieve financial clarity and long-term success through customized guidance. Our reputation as trusted advisors stems from consistent, high-quality service to individuals, executives, and small businesses.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Small Business Accounting
Personal Financial Planning
Highlights and features
- Over 40 years of experience in accounting and tax services
- Team approach ensures personalized attention to client needs
- Specialized expertise in IRS audit representation and resolution
- Comprehensive financial planning tailored to individual circumstances
- Commitment to transparency with no hidden fees
Services
Tax Preparation
Our tax preparation service ensures accurate filing while maximizing deductions and credits. We handle complex returns for individuals and businesses, identifying tax-saving opportunities. Electronic filing options expedite refund processing while maintaining compliance with current tax regulations.
IRS Audit Representation
We provide comprehensive IRS audit representation, managing all communication and documentation requirements. Our professionals protect your interests while resolving tax-related inquiries through established compliance procedures and negotiation expertise.
Small Business Accounting
Our small business accounting services include bookkeeping, financial reporting, and cash flow management. We implement customized systems to maintain accurate records and support informed business decision-making throughout the year.
Personal Financial Planning
We develop personalized financial plans addressing asset protection, estate planning, and retirement strategies. Our approach combines risk management with tax-efficient solutions to preserve and grow client wealth over time.
Tax Planning
Our tax planning services identify legal strategies to minimize tax liability through year-round optimization. We analyze individual and business financial situations to implement proactive tax-saving measures aligned with long-term objectives.
People
Debra L. Holmes
CPA
Debra L. Holmes brings decades of accounting expertise to Cangelosi & Holmes, specializing in tax compliance and financial strategy for individuals and businesses.
Julian P. Cangelosi
CPA
Julian P. Cangelosi co-founded the firm with a commitment to personalized client service, offering extensive experience in accounting and business advisory solutions.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bookkeeping, cash flow management, strategic planning, and tax compliance services.
How can you help with IRS audit representation?
Our team handles all IRS audit communication, documentation, and negotiations to minimize disruption to your business or personal life.
Do you offer personal financial planning services?
Yes, we provide personalized financial planning including estate planning, tax optimization, and wealth management strategies.
What tax preparation methods do you use?
We utilize electronic filing systems and proactive tax-saving strategies to maximize refunds and ensure efficient processing.
Can you assist with new business formation?
Yes, we provide guidance for business structure selection, registration, and ongoing financial management support.
