Firm Profile

Mission Statement

To provide quality accounting, tax and general business and financial support services to individuals, fiduciaries and closely held entities.

Firm Profile

With over twenty years experience, Holmes & Company, P.A. is committed to providing timely, cost effective and efficient professional services that are responsive to client needs and that add value to our client’s business and financial success.

We do not attempt to be all things to all clients. We stick with what we do well and do that better than anyone else.

For client needs not provided by our firm, we refer those projects to service providers that excel in those areas, working closely with the client and the provider to insure our clients receive the best possible outsourced service at the best possible price.

We historically have maintained long-term relationships with our clients who are located throughout the United States and in foreign countries and have on several occasions provided local client support services for national accounting firms.

Firm Philosophy

Any organization is only as good as its collective people wealth. We demand our staff embrace an attitude of cooperation, communication and teamwork in a total quality environment and remain constantly alert to changes in our client’s needs.

Income taxes are a significant cost of doing business and must be managed, still focusing on the bottom line. The cost of any additional professional services must always be weighed against the expected tax benefit.

We subscribe to the highest professional standards and ethics and endeavor to remain cognizant of and comply with all applicable laws, regulations and professional mandates. We are most successful when our clients are most successful.

Firm Demographics

Businesses - 95 Clients with annual fees ranging between $900 and $20,000
Individuals - 245 Clients with annual fees ranging between $150 and $4,000
Fiduciaries - 20 Clients with annual fees ranging between $300 and $3,800