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The Holden Moss Team

An aerial view of a sandy beach next to a body of water surrounded by trees.

The Goal For You: 

More Money, Less Drama, More Time.

Welcome to Holden Moss, where we blend deep financial expertise with a commitment to personal service to guide you through every financial challenge and opportunity. Our approach is built on four foundational values: humility, hunger, smart teamwork, and fun. We believe in humility, always listening and valuing each client's input as we craft personalized financial solutions. Our team is hungry for success—not just ours, but yours—driving us to exceed expectations in everything we do. We embrace smart teamwork, leveraging collective wisdom to create innovative strategies that are greater than the sum of their parts. And, we believe that the journey should be enjoyable, infusing fun into our interactions to make the complex world of finance engaging and accessible. At Holden Moss, these values are not just words—they are the principles that shape our every action.

at our core

We are partnering for a better life through ideas and training to achieve your goals.

Humble

Truly humble people do not see themselves as greater than they are, but neither do they discount their talents and contributions. C.S. Lewis put it well: “Humility isn't thinking less of yourself but thinking of yourself less".

Hungry

Exceed expectations with a passion and dedication to our mission, clients and team.

Smart Team Player

A Smart Team Player is not about being intelligent, but rather about being wise in how to deal with people - common sense about people.

Fun

Add a little sunshine to each other's day, creating a joyful and vibrant culture.

Licensed Certified Public Accountants

NC CERTIFICATE #10718

NC CERTIFICATE #26654

NC CERTIFICATE #25110

NC CERTIFICATE #40541

NC CERTIFICATE #12436

NC CERTIFICATE #31953

NC CERTIFICATE #25833

NC CERTIFICATE #25964

YOU KNOW SOMETHING IS WRONG.


If you are like many of our clients, you are successful in so many ways. But something is missing. Something is in the way. You are not getting what you need, and you are frustrated.


WE’VE BEEN THERE TOO.


We understand. The traditional CPA model is broken. Simply pushing paper back and forth may work for some, but not you. You want ideas to reduce your taxes (tax strategy not just tax preparation).  You want ideas for a better business (solid business advice and execution, not just accounting).  You want a relationship (someone who will regularly tell you what it all means).  You want communication (regular, scheduled, proactive not just waiting for a call).  You want a different approach.  You want someone to help watch your back (and monitor what is going on).  You want a partner to help chart a successful life both at work and outside of work.  And you want to get rid of surprises.


AN OFFER YOU CANNOT REFUSE.


If you are like most of our clients, you want ideas to save taxes, and you want to know the opportunities to make your business better. Our signature Tax Strategy and business Strategic Assessment services answer that call and carry our risk-free guarantee.  If you do not get 2X in value, pay what you think it’s worth.  And that makes sense.  The risk is on us to produce value for you.  As it should be.   


REAL-LIFE ISSUES ARE NOT JUST TAX PREPARATION.

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