James Waite, CPA, is a certified public accountant with over 20 years of experience in the accounting industry. Our mission is to provide personalized accounting services to individuals and businesses in Northern California. We take pride in our ability to understand the unique needs of our clients and provide tailored solutions to help them achieve their financial goals.
Our Philosophy
At James Waite, CPA, we believe that managing financial information is crucial to making informed business decisions. We strive to provide accurate and timely financial statements, tax planning and preparation, and accounting and job cost systems solutions. Our team of experts will work closely with you to understand your financial needs and provide practical and cost-effective solutions to address your specific accounting and taxation requirements.
Our Services
Our comprehensive range of services includes:
- Financial Accounting Services: We provide financial statement preparation, financial planning, and budgeting for individuals and businesses.
- Tax Planning & Preparation: We offer tax planning and preparation services, including tax planning, tax consulting, and tax return preparation.
- Business Valuation: We provide business valuation services to help businesses determine the value of their company for mergers and acquisitions, financial reporting, and estate planning purposes.
- Accounting & Job Cost Systems: We help businesses implement job costing systems and provide ongoing accounting and bookkeeping services to ensure accurate financial reporting and compliance with regulatory requirements.
Industries We Serve
We serve clients in various industries, including:
- Construction
- Engineering
- Wholesale Distribution
- Design
- Retail
- Personal Services
Expertise
Our firm is led by Jim Waite, CPA, ABV, who has over 20 years of experience in the accounting industry. Jim holds a Bachelor of Science degree in Math from California State University, Hayward, and is certified as a Certified Public Accountant (CPA) in California. He is also accredited in Business Valuation (ABV) and a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Community Involvement
We are committed to giving back to the community by participating in various charitable activities and events. Our team members are actively involved in local organizations, including the San Rafael Little League, San Rafael Youth Soccer Club, and San Rafael City Schools.
Exceptional Service
Four esteemed clients of Jim Waite, a tax professional, enthusiastically endorse his services. They rave about his expertise, accessibility, and excellent communication skills.
Jim's Qualities
Jim's clients praise him for being smart, calm, and exceptionally well-experienced. He is said to provide sound advice, be always accessible, friendly, and punctual. His clients also appreciate his ability to explain complex tax situations clearly and concisely.
Personal Touch
Jim's personal approach to client relationships sets him apart. He takes the time to understand his clients' needs, offering personalized attention and guidance. His clients feel comfortable sharing their tax concerns with him, knowing they will receive honest and expert advice.
Results-Oriented
Jim's clients have achieved significant benefits from his services. He has helped them navigate complex tax situations, saving them money and reducing their stress levels. His expertise has also enabled his clients to make informed decisions about their finances.
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