In Life and In Business Things Change…
Are Your Tax and Financial Plans Keeping Up?

Accounting, Tax, and Wealth Management Services to Help You Achieve Your Goals

Martin James Investment & Tax Management, both a CPA and Financial Planning Firm work together to provide a comprehensive plan designed to strengthen your financial position, as well as address the accounting and tax needs of closely-held businesses and high net worth individuals. With over 31 years of experience, we are committed to developing solutions that evolve as your financial, tax and technology environments change. Life changes, shouldn’t your planning consider those changes?

As your CPA and Financial Planning firm, we always have your best interests in mind. The depth and breadth of our technical expertise brings the added comfort that your finances are in excellent hands. And, with the latest technology in place, we can securely deliver most services via the internet. You will have 24/7 online access to your financial information, providing you with a superior level of convenience. We also belong to an extensive network of financial advisors that we can rely on for additional resources.

CONSIDER OUR SERVICES:

Entrepreneur/Family Business
We will partner with you in building your wealth through your business and investments with strong, relevant advice.
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Individuals and Their Family
Building and protecting your wealth  requires a proactive approach to planning. We will partner with you during the process on your behalf as the financial and tax environments change. Learn more…

Trustee /Executor Services
Becoming the trustee of a trust or the executor of an estate does not have to be frustrating and difficult. We can assist you in carrying out your duties.
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