Barbara Holmes, CPA, CFP, MS, LLC

420 Middle Highway, Barrington, RI, US, 02806
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Barbara Holmes, CPA, CFP, MS, LLC

Barbara M. Holmes has been a CPA since 1977 and a CFPTM(Certified Financial Planner) TM Practitioner) since 1992 and has had a Master's degree in Estate Planning since 2000.

She first entered the Accounting profession working with Arthur Young & Company in Providence, RI. Her next career step was with the firm of Piccerelli, Gilstein & Co.. In 1978, Barbara took her place in the business world by stepping out and starting her own practice.

Since 1978, Barbara's business has grown in size and available services. She prepares several hundred tax returns each year (both individual and corporate), as well as performing audits, reviews and compilations for churches, social service agencies and small businesses.

In 1992, Barbara expanded her practice to include financial planning. Shortly after this expansion, Barbara realized that many people were not planning, nor did they know how to plan for their future. She has her Master of Science degree in Estate Planning to better service her clients.

Barbara M Holmes has made it a priority to diligently study changes in IRS regulations and tax laws pertaining to families and family owned businesses along with financial planning for the family. Her expertise in these areas will be invaluable for the finances of your family and business.

Barbara's services are available on a consultant basis, billed hourly.