Business Details
We founded Holmes in 2008 with a mission to turn financial vision into tangible value for our clients. Our team of certified public accountants and advisors brings over three decades of combined experience in audit, tax, and advisory services to every engagement. We specialize in delivering trusted, independent audits that provide the highest level of assurance and actionable insights for stakeholders. Our tax guidance ensures timely, accurate filings while keeping clients compliant with the latest regulations. With a client-first approach, we tailor solutions to meet the unique needs of businesses, governments, and non-profits alike. Our expertise spans financial services, healthcare, transportation, and more, allowing us to address industry-specific challenges with precision.
We take pride in our integrated, transparent processes that meet the highest professional standards. Our leadership includes former Big Four professionals who bring deep technical knowledge and strategic insight to every project. We foster lasting relationships built on trust, integrity, and a commitment to your success. Whether its compliance audits, internal controls, or tax planning, we provide results-driven services that align with your goals. Our reputation for excellence is backed by licenses in New Jersey, Pennsylvania, and Washington, DC, with the ability to practice nationwide.
We take pride in our integrated, transparent processes that meet the highest professional standards. Our leadership includes former Big Four professionals who bring deep technical knowledge and strategic insight to every project. We foster lasting relationships built on trust, integrity, and a commitment to your success. Whether its compliance audits, internal controls, or tax planning, we provide results-driven services that align with your goals. Our reputation for excellence is backed by licenses in New Jersey, Pennsylvania, and Washington, DC, with the ability to practice nationwide.
Highlights and features
- We have over 30 years of experience in audit and advisory services.
- Our team includes former Big Four professionals with deep expertise.
- We hold licenses in NJ, PA, and DC, with nationwide practice rights.
- Our audits provide the highest level of assurance and actionable insights.
- We offer free consultations to address your financial needs.
Services
Audit
We conduct independent audits that deliver the highest level of assurance to stakeholders. Our process provides critical insights, clear perspectives, and constructive feedback. Businesses rely on us for compliance, internal controls, and cost recovery audits.
Tax
We offer expert tax guidance to ensure timely, accurate filings for individuals and businesses. Our team stays current with the latest tax laws to minimize risks. Clients benefit from tailored strategies that align with their financial goals.
Advisory
Our experienced professionals guide businesses using industry best practices and strategic insight. We address financial reporting, compliance, and internal controls with precision. Solutions are customized to drive tangible, long-term value for clients.
SOC Audits
We specialize in SOC 1 and SOC 2 audits, assessing internal controls and financial management systems. Our team ensures compliance with regulations and industry standards. Clients gain confidence in their operational and security frameworks.
Financial Management Oversight
We work with agencies like the Federal Transit Administration to assess financial systems. Our reviews ensure compliance with laws and regulations while identifying improvements. Governments and transit authorities trust our thorough, expert evaluations.
