James R Mcdermott

At James R McDermott, CPA PLLC, we believe in providing personalized service and expert advice to our clients. We understand that every individual and business has unique needs and challenges, and we're dedicated to helping them navigate their financial journey. Our team is passionate about delivering exceptional service and exceeding our clients' expectations.

Our Values

We hold ourselves to the highest standards of integrity, professionalism, and reliability. We believe in honesty, transparency, and fairness in all our interactions. Our core values are built around respect for our clients, our colleagues, and the community we serve. We strive to create a positive and supportive environment where our clients feel valued and respected.

Client Reviews

We're proud of the positive feedback we've received from our clients over the years. They appreciate our commitment to excellence, our prompt response times, and our ability to simplify complex financial concepts. We take pride in building long-term relationships with our clients and helping them achieve their financial goals.

Services

At James R McDermott, CPA PLLC, we offer a wide range of services designed to meet the needs of individuals and businesses. Our services include personal financial planning, retirement planning, estate planning, elder care, wealth management, and more. We also provide business services such as small business accounting, bookkeeping, payroll, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, and business advisory services.

For individuals, we offer comprehensive financial planning tailored to their specific needs and goals. Our team helps clients create a roadmap for their financial future, including retirement planning, estate planning, and wealth management. We understand the importance of protecting and preserving wealth for future generations and offer expert advice on estate planning and elder care.

For businesses, we provide customized solutions to help them grow and succeed. Our services include small business accounting, bookkeeping, payroll, and part-time CFO services. We also offer audits, reviews, and compilations to ensure businesses are financially sound and compliant with regulatory requirements. Additionally, we provide forensic accounting, cash flow management, and business advisory services to help businesses overcome challenges and achieve their goals.

Tax Services

Our team of experienced tax professionals offers a variety of tax services for individuals and businesses. We provide individual tax preparation, tax preparation for businesses, tax planning, estate and trust tax services, and cryptocurrency accounting services. We also offer tax relief services, including IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, seizures, and payment plans.

In addition, we provide services for QuickBooks users, including setup, training, and tune-ups. We understand the importance of accurate financial data and offer expert advice on how to get the most out of QuickBooks.

Industries We Serve

We have extensive experience serving a variety of industries, including construction, dentists, healthcare, hospitality, law firms, manufacturers, real estate, and non-profit organizations. Our team is dedicated to understanding the unique challenges and opportunities facing each industry and providing tailored solutions to meet their specific needs.

Resources

We believe in empowering our clients with the knowledge and tools they need to make informed financial decisions. Our website features a wealth of resources, including a tax center, financial calculators, and guides on various financial topics. We also publish a monthly newsletter and offer previous newsletters for reference.

At James R McDermott, CPA PLLC, we're committed to helping our clients achieve financial success and security. Whether you're an individual looking to plan for your future or a business seeking to grow and thrive, we're here to help. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.