Your one-stop solution for bookkeeping, accounting, tax, and advisory services.
Typical Services we offer
But we have a full range, customized to your needs. Choose what you need, when you need it.
Bookkeeping, that captures time-sensitive tax deductions.
Financials delivered on your timeline, so you have clarity in your business. We also provide financial statement compilation and reviews.
50-state business and personal tax filing, including partnerships, s-corporations, c-corporations, and more.
Payroll solutions that scale with your business size.
State and local sales tax filings.
Tax planning that aligns with your short term and long term goals.
Holos is Different
Our solutions are COMPLETELY CUSTOMIZABLE. Only pay for the services you need.
Accounting
Your accounting solution can view your business and personal goals holistically.
Bookkeeping
Your bookkeeping can implement your tax strategy effectively.
Tax
When your accounting and tax functions are connected, you have more opportunities for creativity and savings!
Advisory
Finally, a holistic solution that knows your business and provides custom advice so that you hit your goals!
Schedule A Call
Discover how our solutions are customized to you and your business' needs.
Built for You
Get on the same page, with one holistic solution. Save time, protect against unnecessary taxes, and enjoy peace of mind and clarity in your business.
Our Clients Include:
Real Estate Brokers and Real Estate Agents
Real Estate Investors and Flippers
Restaurants
Physicians
Technology Firms
Start Ups
Attorneys
Financial Advisors
Construction Contractors & Subcontractors
Architecture Firms
Psychiatrists and Therapists
Engineering Firms
Consultants
Marketing Firms
Insurance Brokers
About Us
Joe Harding is a CPA that started his accounting practice in 2017. After double-majoring in accounting and finance, he went on to complete his Masters in Accountancy at ASU. Prior to starting his own practice, he worked for a Big Four firm, as well as local accounting firms. Joe has served business owners at every stage of growth – from those that are just starting, to exiting. Holos Advisory, Tax & Accounting provides unique solutions for your current situation and your future goals.
On a personal note, Joe married Lisa in 2014 and the two have five children. Outside of his accounting and business acumen, he is known for his abilities with the fishing rod, grill, and smoker.
What is HOLOS?
HOLOS aims to revolutionize the approach small business owners take towards accounting, tax, and advisory functions.
Traditionally, business owners often handle their accounting and tax responsibilities piecemeal. Unfortunately, this results in a fragmented process where owners must lead and integrate these disparate elements themselves. This method can be inefficient and stressful, especially for those without extensive financial expertise.
The HOLOS approach, inspired by its name’s Greek origin meaning “whole” or “complete,” offers a holistic solution.
Learn more about how our holistic approach to your business' finances can save you time, money, and stress. Schedule your call with a member of our team, below.