Achieve Your Financial Goals with Confidence
Located in San Rafael, California, James Waite, CPA provides accounting services to businesses and individuals throughout Northern California. Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis.
About Us
Our firm is dedicated to meeting these goals with high standards of excellence and professionalism. We serve clients in many industries, including construction, engineering, wholesale distribution, design, retail, and personal services. Our services are available throughout the year and are just a phone call or email away. You will receive immediate attention to your issues so transactions can be planned to get the most favorable tax or accounting treatment.
Beyond helping you comply with the tax laws and financial reporting requirements, we also help you understand the tax or accounting implications of transactions, enabling you to be proactive and make informed decisions as you operate your business. At James Waite, CPA, all our clients receive personal attention to address their specific accounting needs.
Our Services
James Waite, CPA provides a wide range of services to individuals and businesses in a variety of industries. Our professional services include:
- Financial Accounting Services
- Tax Planning & Preparation
- Business Valuation
- Financial Statement Preparation
- Accounting and Job Cost Systems Solutions
We also provide online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news, and links to other useful sites.
Our Expertise
Our firm's expertise in developing accounting and tax solutions can work for you. Our years of valuable experience in assisting clients with their accounting needs have equipped us with the knowledge and skills to provide high-quality services that meet the specific needs of each client.
Excellent Experiences with James Waite, CPA
Trustworthy and Experienced CPA
James Waite, CPA has been praised for his exceptional service, expertise, and friendly demeanor. All reviewers have had long-term relationships with James, ranging from eight years to multiple years, and have consistently received excellent service.
Personalized and Accessible
Reviewers have appreciated James' accessibility, clarity, and concise communication style. He has been described as "easy, " "clear, " and "concise" in his explanations, making him a trusted advisor for personal and corporate tax needs.
Expertise in Complex Tax Situations
James has been sought out for his expertise in handling complex tax returns, including business and trust/estate tax returns. He has provided sound advice and guidance, even in difficult situations, earning him high recommendations from his clients.
Personal Touch and Empathy
What sets James apart is his empathetic and caring approach. He has been there for his clients during challenging times, including supporting them through personal illnesses. His kindness, honesty, and willingness to go the extra mile have earned him a loyal client base.
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