Invaluable. Responsive. Exceptional.
Dedicated Partners for Success in Finance and Business
Cangelosi & Holmes, Inc. has been a trusted partner for individuals, executives, and businesses in the Tustin, CA area for over 40 years. We take pride in providing personalized and innovative solutions to help you achieve your financial and business goals.
Our Values
Our core values guide everything we do:
- Professionalism: We adhere to the highest ethical standards and deliver meticulous attention to detail.
- Responsiveness: We prioritize timely communication and personalized service, responding promptly to your needs.
- Quality: We are committed to continuous learning and delivering exceptional results.
Services for Individuals
We safeguard your personal assets and maximize your financial potential with services including:
- Personal Financial Planning
- Estate Planning
- Tax Preparation & Planning
- IRS Representation & Audit Support
Services for Businesses
We partner with businesses to increase efficiency, optimize finances, and achieve sustainable growth with services such as:
- Business Accounting & Compliance
- Cash Flow Management
- Strategic Planning & Succession Planning
- New Business Formation
Tax Services That Save You Money
Our experienced tax professionals will help you minimize your tax burden with:
- Comprehensive Tax Preparation & Planning
- Tax Controversy & Audit Representation
- Optimization of Deductions & Credits
Not-For-Profit Services
We understand the unique needs of nonprofits and offer tailored services to:
- Maintain Not-For-Profit Status
- Navigate Reporting & Financial Standards
- Tax Compliance & Consulting
Our Commitment to You
At Cangelosi & Holmes, Inc., we value our clients and are dedicated to building strong, lasting relationships. We are committed to:
- Providing personalized attention to your needs
- Communicating clearly and proactively
- Delivering results that exceed expectations
- Treating you like family
Contact Us Today
We invite you to contact us to learn how Cangelosi & Holmes, Inc. can become your trusted partner in achieving financial and business success.
Overall Experience
The reviews of Cangelosi & Holmes are overwhelmingly positive, with all reviewers giving the company a perfect 5-star rating. The tone of the reviews is one of gratitude and admiration for the firm's professionalism, organization, and exceptional service.
Personal and Professional Service
The reviewers praise the firm's ability to handle both personal and professional tax returns with ease. They also appreciate the firm's attention to detail, organization, and quick turnaround times, even during the busy season. Many of the reviewers recommend the firm for its high level of service and expertise.
Professionalism and Advice
The reviewers praise the firm's professionalism and willingness to provide advice and projections throughout the year. One reviewer even mentions the firm's help in preparing for the Heritage Museum of Orange County, highlighting the firm's commitment to community service.
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