Holmes & Turner
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: nonprofits (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Holmes & Turner | home page | |
| Website | https://www.holmesandturner.com/ | home page | |
| Office locality | Bozeman, MT | home page | |
| Service area | United States (stated by the firm) | /services | |
| Phone | +14065874265 | home page | |
| Offers bookkeeping | Documented: ...accounting firm with a national reach and a personal touch. From tax strategy to bookkeeping and beyond, we’re here to make the numbers work for you. What We Do. At H&T, we combine... | home page | |
| Payroll coordination | Documented: ...QuickBooks Assistance Financial Reporting & Statement Preparation Explore Bookkeeping Payroll Tailored Payroll Support Payroll Processing Tax Filings Year-end Compliance Explore... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Clear, Credible Financial Reporting Agreed-Upon Procedures Audits & Examinations Financial Statements Reviews & Compilations Explore Assurance Bookkeeping Accurate, Actionable... | home page | 6 pts (max 6) |
| Industries served (documented) | nonprofits | /services | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Laura Thomas · CPA (self-reported to the IRS, not a state license) · business name on the record: Holmes & Turner | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Laura Thomas, CPA | /about-us | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Montana Board of Public Accountants license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Laura Thomas under the business name 'Holmes & Turner' in Bozeman, MT. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
Data limitations
- 21 of 22 evidenced items come from Holmes & Turner's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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