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Specialties
Over the years, we’ve heard a number of times from small business owners that they don’t get the attention they need from their accountant because they are too small. You’ll never hear that from us. Our proficiency ranges from basic tax management and accounting to in-depth financial planning. We also provide quality, personalized financial guidance to individuals and businesses of all sizes.
History
Established in 2015.
Personal tax returns are the foundation of our business. We pride ourselves in giving one-on-one attention to every individual who comes in the door and we do our best to make it a positive experience from beginning to end.
We have distinguished ourselves through our knowledgeable expertise in meeting the unique needs of businesses such as healthcare, construction and trades, manufacturers and distributors, non-profit, law firms, engineers, professional service industries, and many more. Whether you have a small or mid-sized business, we have the work ethic and experience to meet your needs, including QuickBooks®, Peachtree/Sage 50, IRS & state problem resolution, sales tax, payroll, and bookkeeping.
Meet the Business Owner
James B.
Business Owner
Jim graduated with honors from The State University of New York at Plattsburgh and Bryant University with a Bachelor of Science degree in Accounting and a Masters degree in Taxation respectively. Jim has worked in both public accounting and private industry with a tremendous real estate background. He has experience working for one of the largest CPA firms in the world as well as working at one of the nation’s largest public home builders as vice president of finance of the Rhode Island Division of the company.
In addition to Jim’s extensive employment history he also ran his own building company for a number of years before selling the company and re-entering the public accounting realm. He is able to help clients as they negotiate the business landscape with his hands-on knowledge as well as his keen business acumen.
Jim is a member of The American Institute of CPA’s, The Rhode Island Society of Certified Public Accounts, and The Independent Association of Accountants of New York