About our firm

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:

  • Jaw-dropping technology
  • Professional payroll services
  • Bill payment and invoicing services
  • Business acquisition and sales consulting
  • Emerging business consultation
  • Software support
  • Systems integration and analysis (to make you more efficient)
  • Personal service (to ensure implementation and ease of transition)

Meet our team

James P. Leary

James P. Leary, Jr., CPA

CEO & Partner

Jennifer Leary

Jennifer Leary

CFO & Partner

Jason Price

Jason Price, CPA

Client Manager

Lisa Ritter

Lisa Ritter

Client Accounting Specialist

James P. Leary III

James Leary III

Client Accounting Specialist

Geoffrey Luckman

Geoffrey Luckmann, CPA

Client Tax Specialist