James has been with Morgan & Associates since 2010. In his role as Tax & Accounting Manager, he is responsible for preparing and reviewing corporate, partnership, non-profit, and individual returns. James also handles complex accounting and bookkeeping work for a variety of clients in several industries, tax resolution for entities and individuals, and implementation and support for various client accounting software systems. He earned a Bachelor’s degree in business administration from Western Michigan University with concentrations in accounting and economics. James is also a Certified Public Accountant and has been a QuickBooks ProAdvisor since 2011. In his free time, James enjoys soccer, golf, rock climbing, and movies.
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As you think back through the last year of tax season with your current CPA, how did it feel? Was it an overall positive experience? Did everything go as you planned?
For many business owners, one of the main ways they evaluate a vendor (like a CPA firm) is a cost-benefit analysis. How much do you pay for CPA services, and how much money does the firm help you save?
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