Industries

Industries

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Services

Industries

Airlines/Helicopters

We help air transportation companies navigate challenging issues and risk management. We have significant experience in financial statement preparation, internal auditing, tax matters and litigation support related to airlines and helicopter transportation companies. We understand the unique business risks, as well as accounting/tax issues associated with owning and operating airplanes and helicopters.

Technology and Internet

Technology and internet companies have unique needs related to revenue recognition, stock ownership, capitalization and intellectual property issues. Holmes & Company has experience providing tax and accounting services to clients in software development, internet, biotechnology, telecommunications, and electronic manufacturing.

Employee Benefit Plans

Employee and employer compensation can take many forms. Whether your desire is to perform audits of your ERISA plans, establish a “discriminatory” plan to compensate owners or executives, or to establish an ESOP plan to encourage employee ownership and achieve tax deductions, we help our clients realize their goals.

Family-owned Business

Family business and succession planning can be especially complicated due to the unique relationships and emotions involved. Holmes & Company is experienced in efficiently addressing family-owned business issues and assisting our clients in moving toward their long-range goals with planning for retirement, succession management, ownership transfers, and sale of the business.

Financial Services

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. We also provide audits of financial statements for investment companies, as well as mortgage brokerage firms.

Media/Entertainment/Sports

We tackle an array of media, entertainment and sports matters involving multi-jurisdiction tax compliance and tax planning, intellectual property and accounting. Our clients include professional athletes, media personalities, actors, performing artists, record labels, publishing, and production studios.

Professional Services

Holmes & Company provides a variety of accounting, tax, valuation, and compliance support to professional services companies. Our service-related clients include the following sectors:

• Accounting firms
• Advertising and marketing
• Architectural services
• Commercial and industrial equipment rental
• Consulting services
• Engineering services
• Financial services
• Freight and shipping services
• Hotel and motel lodging
• Law firms and related legal services
• Market research
• Medical research
• Personal staffing agencies
• Real estate brokerage and management
• Security system services

Real Estate and Construction

Holmes & Company has broad experience with all phases of construction and real estate tax, accounting and auditing matters. Our clientele includes general contractors, subcontractors, developers and real estate investors, including business owners who own their own commercial property. Holmes & Company also has specific expertise involving all aspects of accounting & tax matters related to Assisted Living Facilities (ALF) and Tenancy In Common (TIC) interests.

Retail and Wholesale Distribution

Holmes & Company provides a broad array of tax, accounting, auditing, valuation and litigation support services to wholesalers, distributors, and retailers, including those companies involved in building materials, food processing, nurseries, specialty retailers, and chemical producers.

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, including calculation of Fair Value for assets and accounting

Agriculture and Wineries

Holmes & Company understands the business needs of today’s farms, ranches, agriculture companies and wineries. Recognizing that agriculture companies and wineries face unique concerns and issues, we provide a full range of services including tax planning and compliance, financial statement preparation and audit, and general business consulting.

Financial institutions (banks and credit unions)

Services

Accounting, Auditing and Tax Standards Compliance

Accounting, Auditing and Tax Standards Compliance

We handle complex accounting and tax standards with a strong commitment to national training and development. As one of the few firms in Oregon to be registered with the Public Company Accounting Oversight Board (PCAOB), our desire for excellence is paramount. In addition to accounting, tax compliance and planning work, Holmes & Company regularly assists in disputes involving alleged accounting, auditing and tax malpractice issues, as well as regulatory investigations. Holmes & Company evaluates compliance relating to Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), and other professional accounting and regulatory standards.

Multi-entry/Multi-state/International

Holmes & Company provides tax and accounting services to clients operating in multiple states and countries around the world. We conduct audits and coordinate financial statement audits of multi-national companies and their subsidiaries or related companies. We also provide tax planning and tax compliance services for international companies by utilizing the very best firms in outside countries when foreign tax planning and compliance is required. Holmes & Company has an impressive net worth of high-quality Public Accounting Firms in numerous countries.

SOC 1 Internal Control

Service organizations receive significant value from having a SOC 1 engagement performed. A SOC 1 report differentiates the service organization from its peers by demonstrating the establishment of effectively designed control objectives and control activities. Whether your need is a Type I or a Type II report, our professionals are uniquely trained to provide efficient and effective engagements. Our experience ranges from local companies to multi-national corporations.

Audits, Reviews, Compilations, and Financial Statement Preparation

Holmes & Company plans its accounting and auditing services to provide our clients with valuable financial information. The experienced professionals of Holmes & Company include individuals with “real world” experience in industry senior level financial management positions as well as experience in international public accounting firms. Holmes & Company is one of the few Portland, Oregon based Public Accounting Firms that is registered with the Public Company Accounting Oversight Board (PCAOB).

Business Advisory Services

Bankruptcy and Insolvency

We assist clients in a wide variety of situations that include bankruptcy, insolvency and restructuring issues, and our team has a significant background managing these complex matters. Our experience includes preparation of bankruptcy restructuring plans, tax and business planning, transfer and preferential payment issues, and litigation support on behalf of trustees or court-appointed receivers against third parties, including financial institutions and accounting firms.

Mergers and Acquisitions

We have the expertise to support companies through every aspect of a merger and acquisition. If you’re thinking of acquiring a private company, Holmes & Company can help you ensure your decision is
based on thorough due diligence, realistic financial projections, focused post-acquisition business and integration plans, as well as sound valuation analyses. Our services include:


• Due diligence analysis
• Conducting audits and evaluating assets of acquired companies
• Performing other due diligence in connection with acquisitions
• Advising on proper accounting methods and adjustments
• Reviewing and advising on acquisition agreements
• Creating pro forma financial statements for combined entities
• Coordinating the complex nature of combining accounting and administrative support
• Advising on tax planning opportunities
• Completion of all post acquisition tax preparation and compliance
• Consulting on business valuation and purchase price
• Working with attorneys, bankers and venture capitalists

Business Advisory Services

Holmes & Company’s experienced professionals go a step further to advance your business and help guide your management team. From situational troubleshooting, strategic planning, or using the right data to build meaningful management reports, Holmes & Company has the business advisory experience that our clients rely upon. The following are specific examples of our past business advisory projects:

  • Cash Flow Planning
  • Cash Management Systems
  • Cost Accounting and Break-even Analysis
  • Family Business Planning
  • Financial Projections and Templates
  • Internal Control Evaluations
  • Inventory Controls and Cost Systems
  • Mergers and Acquisitions
  • Spreadsheet Modeling
  • Trend and Ratio Analysis
  • Turn Around and Troubled Company Workouts

Family-owned Business Planning

Litigation Support Services

Alter Ego and Agency

Holmes & Company provides analysis of factors that could be indicia of alter ego and/or agency between corporate and individual shareholders, or across multiple organizational structures, financial or operational boundaries.

Anti-trust and Trade Regulation

Holmes & Company’s involvement in anti-trust liability and damage issues is substantial. We’ve successfully represented clients and prepared complex damage reports for federal court anti-trust issues that led to favorable outcomes. We’re experienced in addressing the unique damage issues presented by anti-trust cases.

Bankruptcy and Insolvency

We assist clients in a wide variety of situations that include bankruptcy, insolvency and restructuring issues, and our team has a significant background managing these complex matters. Our experience includes preparation of bankruptcy restructuring plans, tax and business planning, transfer and preferential payment issues, and litigation support on behalf of trustees or court-appointed receivers against third parties, including financial institutions and accounting firms.

Business Valuation

We provide business valuation expertise related to estate planning, buy-sell agreements, stockholder disputes and other commercial litigation, mergers and acquisitions, marital dissolution and tax reliance. Justifying the value of assets and liabilities is complex and critical for most businesses. Our professionals have the skills and experience to provide you with sound valuation advice and expert witness testimony. We are a trusted resource for credible opinions of value across many different industries and rely heavily on our expertise in forensic accounting, mastery of accounting principles and financial statement analysis to deliver value-added business valuations.

Divorce

Holmes & Company assists attorneys and their clients in analyzing various financial documents and asset existence in connection with the dissolution of a marriage. These services commonly include:

• Analyzing personal and business tax returns
• Reviewing bank statements and brokerage accounts
• Assisting in client interviews and depositions
• Tracing assets to determine or refute separate property claims
• Searching for assets that may have been diverted or dissipated in anticipation of divorce
• Determining income available for spousal maintenance and child support
• Valuation of business interests
• Determine the components and values of the marital estate

Intellectual Property

Holmes & Company provides a detailed analysis of complex intellectual property matters, from liability and causation issues to the determination of damages and prejudgment interest. Our services cover a range of intellectual property issues including trademark and copyright infringement, trade secret misappropriation, and patent infringement.

Lost Earnings

Holmes & Company is experienced in analyzing all of the components involved in lost earnings calculations. We also provide calculations in matters involving wrongful terminations, death, and personal injury.

Mergers and Acquisitions

We have the expertise to support companies through every aspect of a merger and acquisition. If you’re thinking of acquiring a private company, Holmes & Company can help you ensure your decision is
based on thorough due diligence, realistic financial projections, focused post-acquisition business and integration plans, as well as sound valuation analyses. Our services include:


• Due diligence analysis
• Conducting audits and evaluating assets of acquired companies
• Performing other due diligence in connection with acquisitions
• Advising on proper accounting methods and adjustments
• Reviewing and advising on acquisition agreements
• Creating pro forma financial statements for combined entities
• Coordinating the complex nature of combining accounting and administrative support
• Advising on tax planning opportunities
• Completion of all post acquisition tax preparation and compliance
• Consulting on business valuation and purchase price
• Working with attorneys, bankers and venture capitalists

Shareholder Oppression

Minority Shareholder oppression issues often require a combination of forensic accounting, in-depth financial statement and tax experience, alter ego/agency relationships, as well as an understanding of other business and finance issues. Holmes & Company has significant experience in matters related to minority shareholder oppression.

Litigation Support Services

Litigation or other dispute resolution matters that involve accounting or tax related issues require a clear, accurate and persuasive presentation from experienced litigation experts. Holmes & Company professionals have experience as both testifying experts and undisclosed consultants. Our professionals are certified fraud examiners, CPA’s with “Big 4” experience and former industry financial executives.

Whether your issues are securities or malpractice claims against accounting firms, forensic or embezzlement issues, fraud (including mortgage fraud), commercial or shareholder disputes, tax shelters, anti-trust (monopoly), or complex damage issues, we provide excellent technical and strategic support to enhance your settlement or litigation result.

Securities litigation (federal and state)

Tax Planning and Tax Compliance

Multi-entry/Multi-state/International

Holmes & Company provides tax and accounting services to clients operating in multiple states and countries around the world. We conduct audits and coordinate financial statement audits of multi-national companies and their subsidiaries or related companies. We also provide tax planning and tax compliance services for international companies by utilizing the very best firms in outside countries when foreign tax planning and compliance is required. Holmes & Company has an impressive net worth of high-quality Public Accounting Firms in numerous countries.

Tax Planning and Tax Compliance

Holmes & Company recognizes that proper tax preparation and planning services are essential for organizations and individuals to increase net worth and competitiveness.

We provide timely and proactive service and advice related to income tax planning across multiple industries in numerous states. Our professional experience and knowledge of your business and industry enable our clients to benefit from “big picture” strategies and maximum tax savings.

We Are Available

If you have any question about related topics…
CONTACT US