# Holmes & Turner
Source: https://planprovider.pro/provider/holmes-and-turner

> Founded in 1972, Holmes & Turner works with organizations in the Bozeman area and across Montana from its office at 1283 N 14th Ave, Suite 201, Bozeman,…

Employee Benefit Plan Auditor

Bozeman, MT

## About Holmes & Turner

<p>Founded in 1972, Holmes &amp; Turner works with organizations in the Bozeman area and across Montana from its office at 1283 N 14th Ave, Suite 201, Bozeman, MT.</p>

<p>The firm provides audit and attest work alongside tax preparation and tax planning. It also handles day-to-day accounting support such as bookkeeping, payroll services, and estate planning for individuals and businesses.</p>

<p>Holmes &amp; Turner also takes on valuation projects and litigation support engagements. The firm works with nonprofits, governmental entities, and other service organizations with an emphasis on accurate reporting and compliance, which makes it a practical option for groups that need both audit work and ongoing accounting help under one roof.</p>

<p>Phone: (406) 587-4265.</p>

<ul>
<li>Audit and attest services (including work typical of <a href="/auditors/401k">401(k) auditors</a>)</li>
<li>Tax preparation and tax planning</li>
<li>Bookkeeping and payroll services</li>
<li>Estate planning</li>
<li>Valuation and litigation support</li>
</ul>

Website: [https://sweetgrasssolutions.org/organization/holmes-and-turner](https://sweetgrasssolutions.org/organization/holmes-and-turner)

Founded: 1972

## Office Locations

- Bozeman, MT

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 1

- Total AUM Audited: $9.3M

- 401(k): 1 plans, $9.3M AUM

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| K-N COMPANIES 401(K) PLAN|KENYON - NOBLE LUMBER COMPANY, INC., MT|$9M|378|

## Other Employee Benefit Plan Auditors in MT

- [Rudd & Company PLLC](https://planprovider.pro/provider/rudd-and-company-pllc) - Bozeman, MT

- [Amatics CPA Group](https://planprovider.pro/provider/amatics-cpa-group) - Bozeman, MT

- [Jordahl & Sliter PLLC](https://planprovider.pro/provider/jordahl-and-sliter-pllc) - Kalispell, MT

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