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.
Good Health is Good Business
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Gap Insurance for Leased Cars
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Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A quick look at how federal income taxes work.
Bonds may outperform stocks one year only to have stocks rebound the next.
Healthy habits are one of the greatest gifts to give your child.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
With alternative investments, it’s critical to sort through the complexity.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There’s an alarming difference between perception and reality for current and future retirees.