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
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: