Business Details
Your Trusted Partner for Accounting & Tax Solutions
Cangelosi & Holmes has been serving clients in Tustin, CA for over four decades, specializing in accounting, tax, and financial advisory services. Our team combines technical expertise with personalized attention to address the unique needs of individuals, businesses, and executives. We prioritize professionalism, responsiveness, and quality in every client interaction, ensuring timely and tailored solutions. With deep experience in tax preparation, audit representation, and strategic business planning, we help clients navigate complex financial challenges while safeguarding their assets.Our commitment to continuous education ensures our team remains at the forefront of industry developments. We pride ourselves on building long-term relationships founded on trust, transparency, and measurable results. Whether resolving IRS disputes, optimizing tax strategies, or guiding business growth, we deliver actionable insights that align with clients' goals. Our focus on client-centric service has earned recognition from the business and financial communities. We remain dedicated to evolving with client needs while maintaining the highest ethical standards.
Services
Tax Preparation
IRS Audit Representation
Small Business Accounting
Estate Planning
Tax Planning
Cash Flow Management
Succession Planning
New Business Formation
Highlights and features
- We have over 40 years of experience in accounting and tax services.
- Our team approach ensures personalized attention to every client's needs.
- We specialize in resolving complex IRS audit and tax lien issues.
- We provide tailored financial strategies for business owners and executives.
- Our commitment to continuous education ensures cutting-edge solutions.
Associations and certifications
- CPA
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We identify all eligible deductions and credits to minimize liability while maintaining compliance. Clients receive personalized guidance to optimize withholding strategies and avoid common filing errors.
IRS Audit Representation
We provide comprehensive IRS audit support, handling all communications and documentation requirements. Our team protects client interests by negotiating resolutions for discrepancies while minimizing financial exposure. This service includes audit response preparation and representation during IRS meetings.
Small Business Accounting
This service offers complete bookkeeping and financial reporting solutions for small businesses. We manage payroll tax compliance, cash flow analysis, and financial statement preparation to support informed decision-making and business growth.
Estate Planning
Our estate planning service helps clients protect assets through strategic wills, trusts, and inheritance strategies. We coordinate with legal professionals to ensure tax-efficient wealth transfer while addressing clients' unique family and financial circumstances.
Tax Planning
We develop customized tax planning strategies to reduce long-term liability through proactive structuring of income, deductions, and investments. This service includes year-round consultation to adapt strategies to changing regulations and client circumstances.
People
Debra L. Holmes
CPA
With decades of experience, Debra L. Holmes specializes in tax compliance and financial planning. Her client-focused approach ensures practical solutions for complex accounting challenges while maintaining the highest professional standards.
Julian P. Cangelosi
CPA
Julian P. Cangelosi brings extensive expertise in business advisory services. He focuses on strategic planning and tax optimization for growing businesses, combining technical knowledge with actionable insights to drive client success.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, cash flow management, strategic planning, and tax compliance services tailored to small business needs.
How do you help with IRS audit representation?
Our team handles all IRS audit communications, documentation, and negotiations to minimize client stress and resolve issues efficiently.
Do you offer estate planning services for individuals?
Yes, we guide clients through estate planning to protect assets and ensure smooth wealth transfer while minimizing tax implications.
What tax planning strategies do you specialize in?
We focus on legal tax reduction strategies, including deductions, credits, and entity structuring for both individuals and businesses.
Can you assist with new business formation?
Yes, we help entrepreneurs choose optimal business structures and handle all tax and compliance requirements for new ventures.
How do you stay updated on tax law changes?
Our team participates in ongoing professional education to ensure compliance with the latest tax regulations and standards.
