Our Mission Our primary goal is to help you meet your tax requirements without any surprises, while providing you with meaningful and timely advise for your personal and business strategic decisions aimed at making you successful and profitable.
James is a CPA who has been in public accounting since 1992 and has been in the Tampa area since 1997. James received his bachelor and master degrees in accounting from Florida State University. As well as having extensive experience with Federal Tax matters, James also specializes in navigating the complexities of Florida's Sales & Use Tax Laws.
Because of the trust that you place with your CPA, we believe that every client (big and small) deserves the same level of attention from us. Our clients are not just a number in a file to us. We like to say that we will "run through a wall" to help ALL of our clients.
Our services include...
- Complimentary annual tax meeting and Complimentary review of your previous year's tax filings
- Personal Federal and State Tax Returns as well as Tax Planning
- Business Federal and State Tax Returns as well as Tax Planning
- Payroll Tax Returns
- Preparation of Live Payroll Checks -- In Many Cases SAME DAY Service
- Sales Tax and Tangible Tax Returns
- Monthly or Quarterly Financial Statements including a detailed bank discrepancy analysis
- Annual Compiled or Reviewed Financial Statements
- Consulting Services for Individuals and Businesses
- Accounting & Tax Services for Homeowner Associations
We also have a network of partners that believe in our client attention philosophy who can assist you with...
- Banking and Commerical Lending
- Insurance Needs
- Investment Advise and College Planning
- Legal and Estate Matters
- Real Estate and Mortgages
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