Business Details
18 Years
experience
Your Trusted Partner for Accounting & Advisory Solutions
At Holmes, we believe financial success begins with a clear vision. Founded in 2008 by Charles Holmes, a seasoned professional with over 30 years of audit and advisory experience, our firm delivers customized financial solutions tailored to each client's unique needs. Our team of certified public accountants and business advisors combines deep technical expertise with a client-first approach, ensuring transparency, compliance, and actionable insights. Licensed in New Jersey, Pennsylvania, and Washington, DC, we serve diverse industries including government, healthcare, and technology.With a focus on building lasting relationships, we provide audit, tax, and advisory services that turn strategic goals into measurable value. Our commitment to excellence is reflected in our work with nonprofits, governmental entities, and service organizations, where we uphold the highest standards of financial integrity and regulatory compliance.
Services
Audit
Tax
Advisory
Consulting
Financial Services
Details
- Year established: 2008
Highlights and features
- We have over 30 years of experience in audit and business advisory services.
- Our team consists of certified experts with extensive industry-specific knowledge.
- We provide free consultation to address your unique financial needs.
- We specialize in strengthening internal controls and improving financial reporting.
- We are licensed and in good standing across three jurisdictions.
Services
Audit
Our audit services provide independent assurance through comprehensive evaluations of financial statements and internal controls. We specialize in compliance audits, SOC 1 & 2 reviews, and regulatory examinations for nonprofits, government entities, and service organizations. Using GAAP, GAAS, and GAGAS standards, we deliver actionable insights that enhance transparency and stakeholder confidence.
Tax
We offer strategic tax planning and compliance solutions to minimize liabilities while ensuring timely filings. Our expertise covers federal, state, and local tax regulations, including Form 990 preparation and IRS representation. We help individuals and businesses navigate complex tax laws with proactive planning and accurate reporting tailored to their specific needs.
Advisory
Our advisory services focus on risk mitigation, process optimization, and financial strategy. We provide CFO outsourcing, internal control evaluations, and forensic accounting to help clients strengthen operations. With industry-specific expertise, we deliver customized solutions for budgeting, forecasting, and regulatory compliance across diverse sectors.
People
Charles Holmes
Managing Partner
Founder of Holmes with over 30 years in audit and advisory services. Former PwC audit supervisor and regional CPA firm partner. Specializes in compliance audits and internal control environments.
Erin Atkinson
Senior Manager
Leads audit department with 10+ years in public accounting. Expertise in internal controls and financial reporting for diverse industries. Oversees assurance and consulting engagements.
Steve Kovacs
Manager
Tax practice leader with 10+ years in public accounting. Specializes in individual and business tax returns, compliance, and strategic tax planning for small businesses.
Donna McCoy
Senior Manager
25+ years in audit and consulting. Former PwC professional. Specializes in compliance testing for publicly traded companies and financial oversight programs for federal agencies.
John Lotierzo
Senior Manager
30+ years in transit industry finance. Former Delaware Port Authority Director of Finance. Expert in compliance audits and financial management oversight for transportation entities.
Questions
What services does Holmes offer?
We provide audit, tax, and advisory services including compliance audits, tax planning, internal control evaluations, and financial consulting tailored to your business needs.
Do you offer free consultations?
Yes, we provide complimentary consultations to understand your financial goals and recommend customized solutions for your business or organization.
Which industries do you specialize in?
We serve government agencies, healthcare providers, nonprofits, transportation entities, technology firms, and professional services organizations with industry-specific financial expertise.
Are your professionals certified?
Our team includes CPAs, CITP, and CFF credentialed professionals with decades of combined experience in accounting, auditing, and tax compliance.
How do you ensure compliance with regulations?
We apply GAAP, GAAS, GAGAS, and Uniform Guidance standards while conducting thorough audits and reviews to maintain regulatory compliance and financial integrity.
In which jurisdictions are you licensed?
We are licensed in New Jersey, Pennsylvania, and Washington, DC, and qualified to practice in all other U.S. jurisdictions.
