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 more
We 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 more
We 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 more
Our skilled team of financial experts have years of experience in providing accounting, tax and consulting services to professional service firms—including physicians...read more
Our 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 more
For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell investments before year end to save taxes. This year, you also need to keep in mind the impact of the Tax Cuts and Jobs Act (TCJA). While the TCJA didn’t change long-term capital gains rates, it did...
For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.
This is a friendly reminder that the Q3 tax estimate payment deadline is coming up fast. Be sure to make your payment by September 15, 2018 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?