Business Details
34 Years
experience
Trusted Accounting & Tax Services in San Rafael
James Waite, CPA, CPA has dedicated over two decades to providing comprehensive accounting solutions for individuals and businesses across Northern California. Our firm combines extensive experience in financial statement preparation, business valuation, tax planning, and accounting systems implementation to address the unique needs of clients in construction, engineering, retail, and other industries. With a focus on proactive financial strategies, we deliver personalized attention and practical solutions grounded in deep industry knowledge. Our commitment to excellence is reflected in our CPA certification, Accredited in Business Valuation (ABV) designation, and active involvement in professional organizations like the American Institute of CPAs.We prioritize open communication to understand client goals, offering year-round support that empowers informed decision-making. Our expertise extends to IRS representation, entity restructuring, and succession planning, ensuring clients receive holistic financial guidance. Community engagement through roles like San Rafael Little League Treasurer underscores our dedication to local impact. Since 1992, we have maintained a client-centric approach that emphasizes transparency, ethical standards, and long-term financial viability.
Services
Financial Statement Preparation
Business Valuation
Tax Planning & Preparation
Accounting Systems Solutions
IRS Representation
Succession Planning
Details
- Year established: 1992
Highlights and features
- We offer 20+ years of CPA experience in practical financial solutions.
- Our team provides personalized attention to address specific accounting needs.
- We implement cost-effective strategies developed through mid-size firm leadership.
- Our CPA/ABV credentials demonstrate specialized business valuation expertise.
- Community involvement reflects our commitment to local client relationships.
Associations and certifications
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
Services
Financial Statement Preparation
We prepare comprehensive financial statements including balance sheets, income statements, and cash flow analyses. Our services ensure accurate reporting for businesses in construction, engineering, and retail sectors. Clients receive tailored financial insights that support strategic decision-making and regulatory compliance.
Business Valuation
Our Accredited in Business Valuation (ABV) professionals provide precise business valuation for mergers, acquisitions, and succession planning. We deliver litigation support and forensic accounting services that meet legal and financial institution requirements while maintaining strict confidentiality.
Tax Planning & Preparation
We offer complete tax solutions for corporations, individuals, and trusts including IRS representation and estate planning. Our proactive approach identifies tax-saving opportunities while ensuring compliance with evolving regulations across federal, state, and local jurisdictions.
Accounting Systems Solutions
Our experts assist with accounting software selection, implementation, and reporting system optimization. Specialized construction accounting solutions improve job costing accuracy and financial tracking for contractors and engineering firms throughout Northern California.
IRS Representation
Certified professionals advocate for clients during IRS audits and collections. We develop resolution strategies for tax liabilities while maintaining compliance with federal tax codes and reporting requirements for individuals and business entities.
People
James Waite, CPA
CPA/ABV
With over 20 years of CPA experience, James Waite, CPA specializes in business valuation and tax strategy. As former controller of mid-size firms, he develops practical financial solutions while serving San Rafael community organizations.
Questions
What accounting services do you offer for construction businesses?
We provide specialized construction accounting solutions including job costing systems, cash flow analysis, and financial reporting tailored to contractors' unique needs.
Do you handle IRS audit representation?
Yes, our CPA team offers full IRS representation services, including audit defense and tax liability resolution strategies for individuals and businesses.
What industries do you specialize in?
We serve construction, engineering, retail, wholesale distribution, design, and personal services industries with customized accounting and tax planning solutions.
Are business valuation services available?
Yes, we offer Accredited in Business Valuation (ABV) services for mergers, acquisitions, succession planning, and litigation support requirements.
