Pay less in tax.Keep more of it.
Strategic tax preparation, immaculate bookkeeping, and one-on-one wealth coaching for forward-thinking individuals and growing businesses. Real numbers. Real outcomes. No fluff.
15+ years guiding individuals and businesses to smarter, tax-efficient decisions.
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Years of specialized tax expertise
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Individual & business returns filed
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U.S. states served — 100% virtual
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IRS-authorized, plain-English answers
15+
Years in
practice
Built on a simple idea: your accountant should actually know you.
Holmes Investment & Accounting Services was founded to fix what's broken about traditional accounting firms — the impersonal service, the once-a-year phone calls, the jargon nobody explains. We built a practice around direct access, plain-English advice, and strategy that runs all year long, not just at tax time.
"Our job isn't just to file your taxes. It's to make sure you understand exactly why you're paying what you're paying — and how to pay less next year."
Differentiator 1: Personal, not outsourced — You work directly with your accountant — never a rotating, overseas support team.
Differentiator 2: Proactive, not reactive — Quarterly strategy sessions built to lower next year's bill, not just file this one.
Differentiator 3: Nationwide, virtual-first — Secure document upload, e-signature, and video meetings across all 50 states.
What working with us actually looks like.
Personal, never outsourced
Every return, every ledger, every coaching call is handled directly by Dylesha — no junior preparers, no offshore review.
IRS-authorized e-file provider
15+ years of clean filings across all 50 states, with audit support included on every engagement.
Flat fees, plain English
Scoped pricing before we start — no commission products, no surprise invoices, ever.
Every part of the financial picture.
Five service lines, one accountant. Select any discipline below to see exactly what's included.
Eight reasons clients stay for years.
We're not the biggest firm in the country — but we might be the one that actually picks up the phone, explains the return, and treats your money like it matters.
Personal Service
You'll work directly with Dylesha — not passed to a junior preparer or overseas team.
Transparent Advice
Flat, quoted pricing and plain-English guidance. No surprise invoices, no confusing jargon.
Experienced Guidance
15+ years of accounting, tax strategy, and financial coaching for individuals and businesses.
Nationwide Support
100% virtual with secure document upload, e-signature, and video meetings across all 50 states.
Tax Savings Strategies
Proactive planning that surfaces the deductions and credits generic preparers routinely miss.
Business Growth Focus
We treat your books as a decision-making tool — not just a compliance chore for April.
Financial Education
Every engagement teaches you the why behind the numbers so you build confidence, not dependence.
Fast Communication
Real responses within one business day — because your money questions don't wait a week.
Project your wealth, in real time.
Model your retirement runway, then ask Holmes for a personalized read on what it means for you.
Your assumptions
The Holmes Advantage: +1.5%
Modeled benefit of tax-aware planning, deduction recovery, and strategic coaching over a self-managed baseline.
Self-Managed
$1,625,796
At age 65
With Holmes Strategy
$2,285,331
Compound 8.5%
Wealth Unlocked
+$659,535
Additional at retirement
Projected balance over 30 years · Hypothetical · not a guarantee
- Self-Managed
- With Holmes Strategy
AI-Powered Insight
Adjust the assumptions on the left, then click Generate to hear from Holmes about what this projection means.
How we work together.
A clear, predictable four-step engagement. No surprises, no scope creep.
Discovery call
A 30-minute, no-cost conversation to map your current numbers, your goals, and where money is leaking today.
Custom strategy
We build a tax, bookkeeping, and wealth plan tailored to your situation — not a template — and walk it through with you.
Execution
We file, reconcile, and report on a clear monthly cadence with documented checkpoints.
Ongoing optimization
Quarterly strategy calls keep the plan compounding — tax saves, debt paydown, and reinvestment in real time.
Real numbers, real clients.
A few of the wins we've engineered for individuals and growing businesses over the last year. Names withheld; numbers verified.
$11.4K
Tax saved
Restructured a consulting LLC as an S-corp; recovered $11.4K in self-employment tax over the next 12 months.
9 days
Books cleaned
Rebuilt a backlog of QuickBooks for an e-comm brand in 9 business days — unlocked SBA financing inside the quarter.
$42K → $0
Debt cleared
Coached a dual-income household out of high-interest credit-card debt in 22 months, then started a Roth ladder.
Trusted by Businesses Like Yours
Real feedback from clients we've helped grow.
"Holmes Investment & Accounting Services saved us thousands in our first year alone. Personal, responsive, and always ahead of deadlines."
Sarah M.
Small Business Owner
"Their tax planning strategy completely changed how I structure my business. Couldn't recommend them more."
James T.
Real Estate Investor
"They feel like a true partner, not just an accountant. Fast, transparent, and always available when we need them."
Priya K.
Startup Founder
Answers to the questions we hear every week.
Don't see yours? Dylesha personally answers every email within one business day.
Let's talk about your money.
A 30-minute discovery call. No sales pitch — just an honest look at where you are and the fastest path to where you want to be.