Holt & Sigmon, CPAs, PLLC - Pittsboro, North Carolina

Address: 1151 Thompson St, Pittsboro, NC 27312.
Phone: 95336244.

Specialties: Certified public accountant, Accounting firm, Tax preparation.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Holt & Sigmon, CPAs, PLLC

Holt & Sigmon, CPAs, PLLC 1151 Thompson St, Pittsboro, NC 27312

⏰ Open Hours of Holt & Sigmon, CPAs, PLLC

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Holt & Sigmon, CPAs, PLLC: A Comprehensive Overview

Holt & Sigmon, CPAs, PLLC, is a respected accounting firm located in Pittsboro, North Carolina. Situated at 1151 Thompson St, Pittsboro, NC 27312, the firm offers a comprehensive suite of services primarily focused on providing expert financial guidance and support to individuals and businesses. Their dedicated team, led by experienced professionals like Kenny Sigmon, is committed to delivering tailored solutions that meet the unique needs of each client. The firm’s dedication to client satisfaction is evident in their accessible facilities and proactive approach to client communication.

Contact Information & Accessibility

Clients can easily connect with Holt & Sigmon, CPAs, PLLC, via telephone at 95336244. While a dedicated website is currently unavailable, potential clients are encouraged to reach out directly to discuss their specific requirements. The firm prioritizes accessibility, offering a wheelchair accessible entrance and a wheelchair accessible parking lot, ensuring that individuals with mobility challenges can comfortably access their services. Appointments are highly recommended to guarantee personalized attention and efficient service delivery. The firm's commitment to inclusivity demonstrates their dedication to serving the entire community.

Specializations & Services

Holt & Sigmon, CPAs, PLLC, specializes in a range of crucial financial services, most notably as a Certified Public Accountant firm. Their core competencies include:

  • Tax Preparation: They provide meticulous and compliant tax preparation services for individuals and businesses, ensuring optimal tax strategies and minimizing liabilities.
  • Accounting Services: The firm offers robust accounting services, encompassing bookkeeping, financial statement preparation, and general ledger management.
  • Retirement Planning: Recognizing the importance of financial security in retirement, Holt & Sigmon assists clients with developing and implementing effective retirement strategies, including Required Minimum Distribution (RMD) planning.
  • Trust Administration: With experience in handling complex estate planning matters, they provide support for individuals navigating inherited trusts, offering guidance on administration and compliance.
  • Small Business Support: They assist small businesses with financial management, offering advice on budgeting, cash flow, and profitability.

The firm’s expertise extends to various industries and business sizes, demonstrating their versatility and adaptability.

Client Feedback & Reputation

Holt & Sigmon, CPAs, PLLC, has garnered positive feedback within the community, as evidenced by 1 review on Google My Business. This review highlights the firm’s personable approach and commitment to thoroughness. Specifically, a client described their experience as focused on meeting annually for advice, particularly valuable as they approach retirement and require strategies for RMDs and trust administration. Kenny Sigmon’s dedication to answering questions and providing expert guidance is consistently praised. The client specifically noted his meticulous and timely tax preparation process, and his willingness to dedicate time to addressing individual concerns. The overall sentiment reflects a high degree of client satisfaction and a strong emphasis on building long-term relationships.

Average Opinion & Key Strengths

The average opinion of Holt & Sigmon, CPAs, PLLC, is a remarkable 5/5, underscoring the firm's commitment to excellence. This exceptional rating suggests a consistent delivery of high-quality services and a client-centric approach. Clients frequently mention the firm's ability to provide clear, concise explanations of complex financial matters, fostering confidence and understanding. Furthermore, the responsiveness and attentiveness of the team appear to be significant factors contributing to the positive feedback received. The firm's ability to adapt to individual client needs and offer tailored solutions further solidifies its reputation as a trusted and reliable financial partner.

In essence, Holt & Sigmon, CPAs, PLLC, presents itself as a professional and approachable accounting firm dedicated to providing comprehensive financial services with a focus on client well-being and long-term success. Their commitment to accessibility, combined with their experienced team and specialized expertise, makes them a valuable resource for individuals and businesses seeking reliable financial guidance.

👍 Reviews of Holt & Sigmon, CPAs, PLLC

Holt & Sigmon, CPAs, PLLC - Pittsboro, North Carolina
kathie Y.
5/5

Our credit union recommended Holt & Sigmon because my husband and I were looking for an accountant that we could meet with annually for advice. We are entering retirement and need RMD strategies as well as help with an inherited trust. Kenny Sigmon is extremely personable and helpful. He completed our taxes in a thorough and timely manner, took time to answer our questions, and offered expert guidance. Thank you Kenny- we look forward to working with you.

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