Services
At Holmes, we offer customized and exemplary financial services to help you achieve your business objectives.
AUDIT
Independent audits bring the highest level of assurance, providing critical insights that enhance transparency and build trust within your organization and among your stakeholders. Our team has expertise in accounting and audit standards, including GAAP, GAAS, GAGAS, Uniform Guidance, SSAE, and more. With a strong understanding of these frameworks, we deliver tailored assurance and attestation services for nonprofits, governmental entities, and service organizations, ensuring compliance and financial integrity.
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Audit Department Services Include:
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Single Audits
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Regulatory and Compliance Audits
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SOC 1 & 2 Audits
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Audits of Financial Statements
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Review, Compilation, and Financial Reporting Services
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Agreed-Upon Procedures Engagements
TAX
Our tax team is committed to helping you optimize your tax position while supporting your business growth. We emphasize proactive tax planning for timely filings and to minimize last-minute surprises. We stay updated on the latest tax laws and inform you about regulatory changes that may impact your personal and business tax portfolio.
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Tax Department Services Include:
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Tax Planning
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Return Preparation and Filing
(including federal, state, and local income tax)
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Preparation of Form 990
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Tax Compliance Reports
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IRS Representation
ADVISORY
Our specialized advisory and consulting services are designed to help you maximize opportunities, mitigate risks, improve processes, and strengthen financial literacy. With our signature professionalism, technical expertise, and personalized approach, we provide strategic guidance to help you confidently plan for the future. At Holmes, we are more than advisors—we are your trusted partners in financial success.
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Advisory/Consulting Services Include:
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Accounting Support & CFO Outsourcing Services
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Business Consulting
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Financial Statement Preparation
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Evaluations of Internal Control Environments
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Forensic Accounting
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Financial Budgets, Projections, and Forecasts
