HOLOS Tax Services

Tax services that are customized to your business and your goals.

Do you have a custom tax plan in place?

Taxes can be a large cause for frustration and anxiety. It doesn't have to be that way - with a plan in place, taxes can be simple.

Is your tax position effective?

Businesses change over time, as do tax laws. Without a thorough understanding of your business, identifying opportunities for savings is difficult. You may be missing out on tax incentives that are tailor made for you!

Are you in trusted hands?

Taxes are a critical matter. Entrust this important need to a professional team to get this done accurately and effectively.

The Reality:
Taxes

Only two things in life are sure: death and taxes. We help you navigate taxes and provide you with custom tax plans and solutions to help protect you from paying more than is owed.

Taxes Integrated

We help you see opportunity in taxes, so that you can maximize tax incentives that align with your business objectives.

Tax Planning

HOLOS assists businesses in anticipating their tax liabilities, ensuring there are no unexpected surprises when tax time arrives. This proactive approach helps businesses budget and plan their finances more effectively throughout the year.

Tax Strategy

Effective tax planning often leads to a more robust tax strategy. HOLOS works with businesses to develop strategies that optimize their tax positions. This may involve identifying tax-saving opportunities, aligning business activities with tax incentives, and ensuring compliance with changing tax laws.

Tax Preparation

HOLOS handles this crucial task in-house, within the U.S. Our approach ensures that the tax strategy developed is accurately and effectively reflected in the tax returns. By doing this in-house, HOLOS maintains control over the quality and accuracy of the tax preparation process, ensuring that it aligns with the overall tax strategy and planning.

Schedule A Call

Discover how our solutions are customized to you and your business' needs.

Before HOLOS

Taxes can be a constant unknown. “What will we owe this year?” 

“Do we qualify for that credit?” 

“Should we be doing more to reduce what we owe?” 

This approach is exhausting and costly.

With Holos

Integrating all of these services allows you to address the immediate and long-term needs of your business. Yes, you can manage current tax liabilities. But you can also create more stability for your business when you have a strategy for the long haul.

With HOLOS, your tax affairs are in capable hands. 

About Us

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.

Schedule A Call

Discover how our solutions are customized to you and your business' needs.

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.