Business Details
Trusted Accounting and Tax Services in Tustin, CA
Cangelosi & Holmes has been dedicated to helping clients in Tustin, CA achieve their financial goals for over 40 years. Our team of certified public accountants provides personalized accounting, tax, and financial planning services tailored to individuals, executives, and small business owners. We prioritize meaningful client relationships over technical services, offering strategic guidance to maximize financial resources, tax benefits, and profit potential.Our three core principlesProfessionalism, Responsiveness, and Qualityensure timely, customized solutions for asset protection, estate planning, and business growth. With expertise in resolving tax problems and IRS compliance, we combine technical excellence with a client-centric approach to deliver actionable financial strategies.
Services
Tax Preparation
Financial Planning
Estate Planning
IRS Audit Representation
Small Business Accounting
Tax Problem Resolution
Cash Flow Management
Business Succession Planning
Highlights and features
- We have over 40 years of experience in accounting and tax services.
- Our team includes certified CPAs with specialized expertise in tax planning.
- We provide personalized financial strategies tailored to individual client needs.
- Our three-pronged approach ensures professional, responsive, and high-quality service.
- We specialize in resolving complex IRS tax problems and compliance issues.
Services
Tax Preparation
Our professional tax preparation service ensures accurate and compliant filing for individuals and businesses. We leverage extensive expertise to maximize deductions while maintaining IRS compliance. Clients benefit from our proactive approach to identifying tax-saving opportunities and minimizing liabilities through strategic planning.
IRS Audit Representation
We provide expert representation during IRS audits, leveraging our deep understanding of tax law to protect client interests. Our team handles all communication and documentation requirements while developing strategic responses to audit findings. This service includes negotiating settlements and implementing corrective measures to resolve compliance issues efficiently.
Estate Planning
Our comprehensive estate planning service helps clients protect and transfer assets according to their wishes. We create customized plans that address tax implications, legal requirements, and family needs. The process includes developing wills, trusts, and other instruments to ensure smooth wealth transition while minimizing tax burdens.
Small Business Accounting
We handle complete accounting solutions for small businesses, from daily bookkeeping to financial reporting. Our service includes cash flow management, payroll processing, and financial statement preparation. Business owners receive timely, accurate financial insights to support informed decision-making and operational efficiency.
Tax Problem Resolution
Our specialized tax problem resolution service addresses back taxes, liens, and wage garnishments. We develop customized strategies including payment plans, offers in compromise, and penalty abatements. With proven success in negotiating with tax authorities, we help clients achieve financial relief while restoring compliance status.
People
Debra L. Holmes
CPA
Debra L. Holmes brings decades of accounting expertise to Cangelosi & Holmes, specializing in tax compliance and financial strategy. Her client-focused approach emphasizes clear communication and practical solutions for complex financial challenges.
Julian P. Cangelosi
CPA
Julian P. Cangelosi co-founded the firm with a commitment to personalized accounting services. His extensive experience in business advisory and tax planning helps clients navigate financial decisions with confidence and clarity.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bookkeeping, cash flow management, payroll processing, and financial reporting tailored to your specific business needs.
How can you help with IRS tax problems?
Our firm specializes in resolving IRS issues including back taxes, wage garnishments, and audit representation using customized solutions like payment plans and offers in compromise.
Do you provide personal financial planning services?
Yes, we offer comprehensive financial planning covering asset protection, estate planning, and tax-efficient strategies to help individuals achieve long-term financial security.
What sets your tax preparation apart from others?
Our tax preparation combines technical expertise with proactive planning to maximize deductions while ensuring compliance, supported by decades of experience in complex tax situations.
How do you handle business succession planning?
We develop customized succession plans focusing on smooth ownership transition, tax efficiency, and long-term business sustainability for family-owned enterprises.
