About this pro
8 years in business
100 hires on Thumbtack
Special tax situations
I can't say enough positive things about my experience with James in helping me file two late, multi-state returns for 2016 and 2017. I've been scarred by the tax process in the past, and was extremely anxious about filing these returns, particularly due to balance estimates from another tax professional. After several months of being handed off between H&R Block reps, IRS staff and my own company trying to make sense of these multi-state returns, I found James. James was unbelievably professional and informative. He de-mystified many of the things that gave me concern and we were able to complete all activities within a weekend. Very happy to have found someone that I know I will use in years to come. Stop looking and hire him, NOW!Dec 3, 2018Verified
Very responsive, quick and I appreciated the assistance with this years taxes along with suggestions for next years taxes.Oct 18, 2018Verified
Turned around a fairly complicated tax return quickly and was responsive even on weekend. Great service!Oct 16, 2018Verified
This man is amazing. I had my 2017 return amended and filed 3 state returns. He had it done in only a day or two so he is on point with timing. Easy to work with too, has a secure web portal and stays in communication to address questions or concerns. He saved me a lot of headache, time and money. This is the first year I hired an accountant and my review is his service is remarkable. Thank you so much for your help James! Talk to you in a couple of months for 2018!Sep 30, 2018Verified
very well organized, with tooling for effective and secure preparation.Sep 16, 2018Verified
Background check completed
Top Pro status
Photos and Videos
Payment methods accepted
- What should the customer know about your pricing (e.g., discounts, fees)?Quotes are based on complexity, expected time of completion of the job, and market rates. Discounts are offered for referrals and prepayment.
- What is your typical process for working with a new customer?Typically, I will need to see your most recent tax filings first. Once I have reviewed these documents, we can conduct an interview by phone, email, or in person. For remote clients, I have a secure web portal for exchanging sensitive financial documentation.
- What education and/or training do you have that relates to your work?I have a broad educational background, graduating Magna Cum Laude with bachelors degrees in Accounting and English Literature. The CPA testing process is one of the more rigorous of all professional licensing, requiring a passing score on 4 exams within an allotted time period. Historically, the pass rate for each exam ranges between 40% and 50%. As a CPA, I am required to complete 80 hours of continuing education every 2 years. In addition to 8 years in the accounting field, I also have over a decade of experience in real property valuation.
|Sunday||8:00 a.m. to 8:00 p.m.|
|Monday||8:00 a.m. to 8:00 p.m.|
|Tuesday||8:00 a.m. to 8:00 p.m.|
|Wednesday||8:00 a.m. to 8:00 p.m.|
|Thursday||8:00 a.m. to 8:00 p.m.|
|Friday||8:00 a.m. to 8:00 p.m.|
|Saturday||8:00 a.m. to 8:00 p.m.|