Services
James begins every engagement with a direct conversation about your facts, priorities, and the right scope of work—then he stays connected to the work that follows.
Individuals & small businesses
Federal and state tax return preparation organized around accurate reporting, efficient information gathering, and a clear explanation of the result.
Decisions before deadlines
Scenario-based guidance designed to identify choices before deadlines arrive—from estimated payments and transaction timing to business and personal tax decisions.
Current, dependable records
Reconciliations, transaction review, close support, and financial reporting that keep your records current and give you a more dependable view of the business.
Owners making real decisions
Practical financial guidance for owners evaluating cash flow, growth, operations, and other consequential business decisions.
Notices, exams & collections
When authorized, James can communicate with the IRS, organize the response, and help you understand the available path forward.
Limited assurance
A review engagement provides limited assurance on financial statements under applicable professional standards and may fit businesses whose users need more confidence than a compilation provides.
Organized financial reporting
Financial statements prepared from information supplied by management under applicable professional standards. A compilation does not provide assurance.
Fiduciaries & beneficiaries
Fiduciary return preparation and tax guidance for estates and trusts, with coordination among attorneys, financial professionals, and fiduciaries when appropriate.
James doesn’t need you to diagnose it
Tell James what is happening, what is due, and what you want to accomplish. He will help identify the right kind of engagement.
Call JamesService availability depends on client acceptance, applicable licensing and firm-registration requirements, independence where required, and a signed engagement agreement. No outcome or tax savings is guaranteed. Legal services are not provided.
James is ready when you are
James says: “Call me. If I miss you, shame on me—leave a message and I’ll get back to you personally.”
