James W. Stockton, EA, CFP

Specialties

Personal, corporate, estate and partnership tax returns. Tax audit assistance. We give you personal care and assistance. Work by appointment only, gives a call today. We work extended hours during Tax Season.

History

Established in 1965.

Family owned since 1955. I am 2^nd generation and took over business in 1965.

Meet the Business Owner

James S.

Business Owner

I am enrolled with the Internal Revenue to handle tax audits and appeals. I am also a Certified Financial Planner and hold the following licenses: FINRA/​SIPC series 7 (general Securities sales) series 24 & 63 (registered principle and branch office manager. My securities are registered with the state of CA, WA, and TX. I prepare more than 500 tax returns per year. They include personal, partnerships, corporations and estates. I also maintain over 100 hours per year in continued education to meet all licensing requirements.