Marketplace›North Carolina›Raleigh

W

William Holt, CPA

Financial planner · Financial Symmetry, Inc.

4.9· 20 reviews on Google

William Holt of Financial Symmetry, Inc. in Raleigh, North Carolina is listed as a CPA in the IRS federal preparer directory, with tax advisory & planning on record as a practice area. As of October 19, 2026, the Google Business listing for Financial Symmetry, Inc. showed a 4.9-star average across 20 reviews.

Financial Symmetry, Inc. does not participate in TaxScout — requests sent through TaxScout do not reach it. Details above come from public IRS and business records.

Free · a report by email in minutes · no account

Upload one document, get a report

All CPAs in Raleigh, NC →All CPAs in North Carolina →Data last verified: Oct 19, 2026

5438 Wade Park Blvd Ste 310, Raleigh, NC 27607

CPA in the IRS federal preparer directoryListed in the IRS federal preparer directoryState licence not verified by TaxScout
Specializes in
Tax Advisory & Planning
Languages
English
We don't have sourced price data for Raleigh yet — request a free estimate to get real quotes.Get a personalized estimate →

About this practice

William Holt, CPA operates from 5438 Wade Park Blvd Ste 310, Raleigh, NC 27607 in Raleigh, North Carolina. TaxScout has not independently verified a North Carolina Board of Accountancy licence for this practice.

On Google Business Profile, the firm is categorized as a financial planner.

Is this your firm?

Claim your free profile on TaxScout to reach new clients:

Get matched with local clients looking for a CPA
Set your pricing and showcase your services
Access AI-powered document processing
Manage client communications from one dashboard
William Holt, CPA — Financial Symmetry, Inc. in Raleigh, NC