Stay updated on all areas of tax filings and business processes affected by COVID-19

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Not your typical CPA firm we do more than just prepare tax returns

What we do

Let us take the stress out of running your business

Outsourced Accounting

You run your business. We’ll run your numbers.

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Bookkeeping

Stuck in the back office with the bookkeeping? Hand it over to us and get back out front.

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Tax

No two tax clients are the same. Enjoy tax support tailored to your needs.

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Advice

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

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WHO WE SERVE

Life's better when people understand your needs

Entrepreneurs & Family Businesses

When it’s hard to get started…we help get your new business moving.

Individuals & Families

Keep the business in the family, but hand the accounting over to us.

Trustee & Executor Services

Secure your legacy for your family and your own peace of mind. Rely on our experts to make sure this happens.

People

Sail through tax season with personalized, expert support.

Check out the background of investment professional Martin E. James

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Check out the background of investment professional Kyle James

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WHO WE WORK WITH