James Mayo, CFA, EA — IronFjord Tax

1040: $595 1040 w/ Schedule C: $795 Consultations: $195 per hour I specialize in investments, retirement, and taxes. I predominantly work with pre-retires and early-retirees looking to set themselves up for success, and retirees seeking tax-smart strategies. If you want a professional who connects your tax return to your bigger financial picture, that’s where I step in. Clients include pre-retiree, early retirement seekers, and retirees, with investments and retirement accounts. They may have one holiday home and perhaps one rental. I do not work those with multiple rentals. My focus is always on accurate returns, proactive tax planning, and clear guidance. As an Enrolled Agent (EA), the highest credential awarded by the IRS to tax advisors, and a Chartered Financial Analyst (CFA), the most respected credential in the investment industry, I bring both tax and investment expertise to the table, ensuring your plan is coordinated and your long-term goals stay on track.