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James L. Kelly, CPA


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.

They assist you with a broad range of services in managing your personal and business financial affairs. The firm offers services such as tax and financial planning, financial record keeping, tax return preparation, legal support, business asset valuations, business advisory services.

Their objective is to help you streamline the process as you deal with day to day financial issues, as well as guide you through the broader challange of planning your financial future, including your children's education, your retirement, and tax and estate planning.  These can be complex issues to deal with.

The firm’s business services include corporate and partnership income and franchise tax returns, 1120, 1120s, 1065, SCH S for your 1040, sub-chapter s election evaluation and assistance, 1099's and w-2's, 941 payroll tax filings, unemployment returns, tax planning and compliance reviews, finical statements and analysis.
 
For their valuation services they prefer to work closely with client advisors from the start of a case to its conclusion. Particularly, they consider the early phase of the process an important aspect of proper financial analysis and economic decision making.

They believe in the value of relationships. They view every client relationship like a partnership, and truly believe that their success is a result of your success. They are committed to providing close, personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Their continual investment of time and resources in professional continuing education, state of the art computer technology and extensive business relationships is indicative of their commitment to excellence.
 

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