Broker Check

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.

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9 Facts About Social Security

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A Home Insurance Claim: To File Or Not To File

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A Primer on Irrevocable Life Insurance Trusts

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Should I Pay Off Debt or Invest?

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

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Exit Strategies of the Rich and Famous

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

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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