From James Patrick Sr., original principal, to Kevin James and Charlene Elizabeth, and now to James Patrick Jr. and Jennifer Leary, a tradition of Trusted Advisory Services, Business Consultation and Income Tax Preparation has spanned generations to provide what is most important to us—Proper Service For You and Your Business.
Here are some of the tools we provide to help you and your business succeed:
We understand the challenges business owners face within the restaurant and food service industry. Our professionals have years of experience serving...
read moreWe are dedicated to helping you achieve success. With extensive experience providing full-service tax and accounting to the landscaping industry, we are intimately familiar...
read moreWe understand that the retail business is unique—having to deal with complex inventories, volumes of forms, and always seeking ways to operate more efficiently...
read moreOur skilled team of financial experts have years of experience in providing accounting, tax and consulting services to professional service firms—including physicians...
read moreOur firm specializes in serving the accounting, tax and financial management needs of law firms, lawyers, attorneys and all types of legal practices. We help legal firms...
read moreThe combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
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