At Holmes & Turner, our work begins with understanding — your business, your goals, your story.
From First Meeting to Final Report.
For more than 50 years, Holmes & Turner has served the Gallatin Valley and clients across the country with reliable, relationship-focused accounting. We combine time-tested expertise with modern thinking to deliver personalized service that brings clarity, confidence, and results — always.
Whether you're navigating individual returns or overseeing a complex business structure, our tax team is here to help you plan proactively, file accurately, and minimize surprises. We stay ahead of the latest tax laws so you don’t have to — offering year-round guidance that supports long-term financial health.
Our tax preparation and planning services go beyond simply filling out forms. We offer proactive tax planning with year-round strategies for both businesses and individuals.
Tax Compliance & Consulting
Staying tax compliant is essential for any individual or business. Our tax compliance and consulting services will provide expert advice to navigate complex tax situations.
Multi-state Tax Considerations
Our expertise in multi-state tax considerations helps businesses and individuals understand and navigate nexus issues and filing requirements in various jurisdictions.
Strategic Tax Consultation
Our strategic tax consultation services are designed to align your tax strategy with your long-term business, and personal financial goals. We offer guidance on entity selection, succession planning, and other tax strategies
Estates, Trusts & Gifts
Our services are tailored to help you navigate your estate planning and tax filing needs. We can work with you and your legal team to create a comprehensive plan that reflects your wishes.
Assurance Services
When Details Matter
Accurate financial reporting builds credibility with stakeholders, lenders, and regulatory agencies. We provide the level of assurance that fits your needs — from full audits to compilations — with a commitment to integrity, independence, and clear communication throughout the process.
We offer services are designed to give you a flexible and cost-effective way to get independent verification on specific financial information. This approach gives you the precise information you need without the extensive scope of a full audit.
Audits & Examinations
Need a thorough and independent review of your financial statements? Our team performs a detailed examination of your financial records, internal controls, and supporting documentation to ensure your statements are presented fairly in accordance with the applicable financial reporting framework.
Financial Statement Reviews & Compilations
These services offer cost-effective alternatives to a full audit, giving you the assurance and professional presentation you need for lenders, investors, or internal use.
Bookkeeping Services
Gain Clarity and Confidence
Good decisions start with good data. Our bookkeeping services go beyond transaction tracking to provide structure, accuracy, and insight. Whether you need monthly maintenance or annual cleanup, we’ll help keep your financials in order — and your mind at ease.
Our team can help save you time and provide peace of mind by ensuring your financial records are always accurate and up-to-date. From monthly account reconciliations to bill-pay.
QuickBooks Assistance
We provide comprehensive QuickBooks support to help you make the most of your accounting software. Whether you're new to QuickBooks, or need to optimize your current setup, we offer training and ongoing assistance.
Financial Reporting & Statement Preparation
Our statement preparation services ensure your financial records are accurate and professionally presented. We take your business data and prepare organized and structured financial statements.
Payroll Services
Reliable Solutions Without the Headache
Payroll can be time-consuming and risky if not done correctly. We offer dependable payroll solutions tailored to your business, ensuring your employees are paid correctly and your reporting obligations are met — without the stress.
Our routine payroll processing services handle the entire payroll cycle for you. From calculating wages, submitting payroll tax deposits, to managing tax withholdings and deductions.
Tax Filings
We manage the complex requirements for federal and state payroll taxes, including form filings (e.g., Forms 941, 940, 943), payroll tax deposits, and other payroll filing requirements.
Year-End Compliance
We manage the preparation and timely filing of all necessary year-end tax forms, including W-2s for employees and 1099s for contractors.
Additional Services
Bookkeeping Setup & Training
Starting fresh or refining your systems? We help you set up your books the right way and train your team for long-term success.
Business Valuation
Understand the true worth of your business with a clear, objective valuation — whether you're planning for a sale, succession, or legal proceedings.
Forensic Accounting & Litigation Support
When financial clarity is critical, we provide detailed analysis and expert support for legal matters, investigations, and dispute resolution.
Implementation of Accounting Standards or Software
Ensure a smooth transition to new accounting standards or systems with hands-on guidance tailored to your operations and goals.
Litigation Services
We provide clear, reliable financial insight to support your legal team—whether you're preparing for trial, settlement, or mediation.
Notary Services
We offer in-office notary services for your convenience, helping you take care of essential documentation quickly and securely.
Meet Our Team
We’re trusted advisors, strategic thinkers, and dedicated community members united by a shared belief that strong relationships are the foundation of lasting success.
We are always looking for talented people to join our team. If you think you would be a good fit we would love to review a resume. Fill out the form below and we will reach out.
