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1101 Spring Forest Rd.
Suite 100
Raleigh, NC 27615

Jo G.Holloman, CPA

(919) 861-7670

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Dependable Certified Public Accountant in Raleigh, NC

A Raleigh, NC, CPA may be able to help you handle your finances in a more effective manner, and the professionals at Jo G. Holloman, CPA are ready to assist you. Our firm works with individuals and businesses seeking tax preparation services, and we’re also an IRS help services provider.  Our firm can provide your company with payroll and bookkeeping services. We have very knowledgeable QuickBooks staff, as well as knowledge of other bookkeeping software and accounting questions.

We want working with us to be as easy as we can possibly make it, and that’s why we offer flexible hours and year-round availability. Our clients come to us for advice because:

  • We’ve been helping area companies and families for more than 30 years.
  • Our firm has mutual funds licenses and is insurance licensed.

The highly experienced team at Jo G. Holloman, CPA is always quick to respond to your questions and issues. We’re available to meet with you Monday through Friday, 9am - 4pm. We offer a free consultation to prospective clients to determine if we can meet your needs. Call our office today and request a time to discuss your concerns in person with a knowledgeable and hard-working Raleigh, NC, accountant.

Helpful Content

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.


Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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You’ve made investments your whole life. Work with us to help make the most of them.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Emerging Market Opportunities

What are your options for investing in emerging markets?


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.


Making the most of surprises is a great reason to work with us.

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