Holmes & Associates, CPAs: Company Research Report

Company Overview

• Name: Holmes & Associates, CPAs

• Mission of the Company: Not explicitly stated, but the company aims to provide premium and exclusive tax services previously only available to large corporations, accessible for small businesses at an affordable cost.

• Founded By: Founded by Larry Holmes.

• Year Founded: 1986

• Key People in the Company:

• Larry Holmes: Founder

• Clara Holmes: Director, Tax Planning and Audits

• Lluvia Monarrez: General Manager

• Nichole Rindahl: CPA

• Devin Moran: Tax Staff Accountant

• Miriam Valencia: Tax Staff Accountant

• Adriana Diaz: Service Support Assistant

• Yvonne Arnold: Administrative Assistant

• Jason Holmes: Public Relations Director

• Chris Conwell: Tax Senior Manager

• Kevin Hoang: Tax Specialist

• Edward Flores: Service Support Assistant

• Headquarters: 111 West Ocean Blvd Suite 1580, Long Beach, CA 90802

• Number of Employees: Detailed employee count not provided, but multiple specialized roles indicate a moderately sized team.

• Revenue of the Company: No information is available.

• What is the Company Known For: Holmes & Associates is recognized for small business accounting, real estate accounting, tax services, and providing exclusive and tailor-made tax solutions.

Products and Services

Products Offered:

• Small Business Accounting

• Tailor-made tax services and money-saving solutions.

• Specializing in financial statements, income tax returns, and small business bookkeeping.

• Accounting & Bookkeeping

• Providing services like payroll services, bank reconciliation, and QuickBooks advising.

• Tax Services

• Expertise in IRS audits, business structure, and tax write-offs among others.

• Tax Preparation

• Online tax preparation, IRS representation, and corporate tax advising.

• Financial Planning

• Includes pensions, retirement planning, Solo 401k, and succession planning.

Key Features:

• Customized Tax Solutions: Tailored specifically for small businesses to tackle tax-related issues and improve financial operations.

• Experience: Over 100 years of combined experience among CPAs in handling complex tax scenarios.

• Free Services: Offering free tax return analysis to enhance client financial health.

Recent Developments

• Recent Developments in the Company:

• Expansion of staff with new hires such as Chris Conwell and Kevin Hoang in 2023.

• Continual servicing of tax needs with a growing team and expertise.

• New Products Launched: No explicit new product launches mentioned.

• New Features Added: No specific mention of new features recently added to existing services.

• New Partnerships: No information on new partnerships is available.

Contact Information

• Phone: (562) 495-3331

• Email: [Contact emails provided for key personnel]

• Website: holmescpa.com

---

This detailed report compiles the available data regarding Holmes & Associates, CPAs, emphasizing their specialization in small business accounting and tax-related solutions. The firm is anchored by experienced professionals and molds its services to meet the individual needs of business clients.