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Home > Financial Services > Accountants > James A. Volz
James A. Volz
Certified Public Accountants, are people who are dedicated financial professionals of the United States of America and who have spent a good deal of their academic career studying and passing the stringent Uniform Certified Public Accountant Examination. These professionals have, strived to meet and have met additional state education and experience requirements for their license to operate as a CPA. CPAs are the only professionally licensed people to provide the public, attestation which includes auditing and opinions on financial statements. While CPAs are known by the general public in part for their tax expertise and for maintaining the accounts books of small organizations, they are uniquely educated for the attestation function discussed above.
James A. Volz, PhA, RSP, CPA is a financial advisor who can help you with all aspects of your life stage planning from taxes to investment & insurance needs to retirement planning. As a member of the Society of Registered Securities Professionals they believe that Knowledge is a Skill; Goodness is a Power and is committed to providing services professionally and ethically.
The Company provides Financial Services for Individuals include Income Tax Preparation, Investment Services, IRA's, Retirement Planning, Asset allocation for retirees and Insurance Products include Life Insurance, Long-Term Care Insurance, and Fixed & Variable Annuities. They provide Financial Services for Businesses including Income Tax Preparation, Payroll Tax Preparation, Financial Statement Compilation, and Retirement Plans.
The mission of their firm is to serve their clients needs with integrity, trustworthiness and understanding, through prudent use of both internal and external resources. They promote the personal and professional growth of their employees to enable them to serve their clients well, to sustain their company as a viable business and to contribute to the betterment of their community.
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