Financial Services

ANALYSIS AND AUDIT

Holmes & Company provides detailed analysis of financial transactions and employee conduct for financial institutions, including stock brokerage firms, insurance companies, mortgage brokerage firms, and lending institutions involved in litigation. Holmes & Company also provides audits of financial statements for investment companies, as well as mortgage brokerage firms.

ALL INDUSTRIES

Accounting, Auditing and Tax Standards Compliance

Our understanding of complex accounting and tax standards is reinforced by our strong commitment to national training and development.

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Agriculture and Wineries

Holmes & Company understands the business needs of today’s farms, ranches, agriculture companies and wineries.

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Airlines / Helicopters

Significant experience in statement preparation, auditing, tax matters and litigation support for airlines and helicopter transportation companies.

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Alter Ego and Agency Matters

Analysis of factors that could be indicative of alter ego and/or agency between corporate and individual shareholders

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Anti-trust and Trade Regulation

We have experience in addressing the unique damage issues presented by anti-trust cases.

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Bankruptcy and Insolvency

Assisting clients in a wide variety of situations in which bankruptcy and insolvency issues are present.

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Divorce

Holmes & Company assists attorneys and their clients in analyzing various financial documents and asset existence in connection with matrimonial matters.

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Employee Benefit Plans

Employee and employer compensation issues can take many forms, from audits of ERISA plans to establishing an ESOP plan to encourage employee ownership.

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Family Owned Business

Family business and succession planning can be especially complicated due to the unique relationships and emotions involved.

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Financial Services

Detailed analysis of financial transactions and employee conduct for financial institutions, including brokerage firms, insurance companies and lending institutions.

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Intellectual Property

Detailed analysis of complex intellectual property matters, from liability and causation issues to the determination of damages and prejudgment interest.

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Lost Earnings

Holmes & Company is experienced in analyzing all of the components involved in lost earnings calculations.

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Media / Entertainment / Sports

Servicing clients in an array of media, entertainment and sports matters involving multi-jurisdiction tax compliance and planning, IP and accounting.

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Mergers and Acquisitions

Holmes & Company has both the professional and ‘real world’ experience to support companies through every aspect of a merger and acquisition.

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Multi-entity / Multi-state / International

Holmes & Company provides tax and accounting services to clients operating in multiple states and countries around the world.

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Professional Services

Holmes & Company provides a variety of accounting, tax, valuation, and litigation support services to professional services firms.

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Real Estate and Construction

Holmes & Company has broad experience with all phases of construction and real estate tax, accounting and auditing matters.

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Retail and Wholesale Distribution

Wholesalers, distributors, and retailers, including those companies involved in building materials, food processors, nurseries and more.

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SAS 70 / Internal Control

Service organizations receive significant value from having a SAS 70 engagement performed.

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Shareholder Oppression

Minority shareholder oppression issues often require a combination of forensic accounting, in-depth financial statement and tax experience.

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Technology and Internet

Experience providing tax and accounting services to clients engaged in software development, internet, biotechnology, telecommunications, and electronic manufactures.

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Venture Capital and Investment Funds

Holmes & Company provides audit and tax services to venture backed companies, as well as venture capital funds and investment companies.

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White-Collar Crime / Criminal Defense

Our engagements can often assist in resolving criminal investigations quietly, without return of indictment or public knowledge of the criminal nature of the inquiry or investigation.

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