Business Details
36 Years
experience
Your Trusted CPA Partner in Tupelo, MS
Vance J E was founded in 1990 by James E. 'Buddy' Vance to provide comprehensive accounting and tax solutions. With over 75 years of combined experience across our team of seven professionals, we specialize in tax preparation, business accounting, QuickBooks support, and IRS audit representation. Our firm maintains compliance with all continuing education requirements from the Mississippi Society of CPAs and AICPA, ensuring up-to-date expertise. We serve diverse industries including construction, healthcare, law firms, and real estate while maintaining a client-centric approach.Our mission focuses on proactive financial strategies to enhance clients' tax positions and business structures. As members of PCPS, the AICPA Alliance for CPA Firms, we combine technical excellence with personalized service. Our team includes two principals, three senior accountants, and two support staff dedicated to delivering value through audits, business formation, and tax relief services.
Services
Tax Preparation
QuickBooks Support
Payroll Services
IRS Audit Representation
Business Formation
Details
- Year established: 1990
Highlights and features
- We have over 75 years of combined experience in public accounting
- Our team includes certified QuickBooks ProAdvisors
- We provide IRS audit representation with proven success
- Our staff maintains compliance with all AICPA continuing education requirements
- We offer personalized client portal access for secure document management
Associations and certifications
- Mississippi Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- PCPS (Private Companies Practice Section) of AICPA
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team maximizes deductions and credits while minimizing audit risks. With expertise in Mississippi tax law, we deliver accurate filings and strategic tax planning solutions.
QuickBooks Support
Our QuickBooks ProAdvisors offer setup, customization, and system optimization for small businesses. We provide employee training, monthly reviews, and periodic tune-ups to ensure accurate financial tracking and reporting for growing companies.
IRS Audit Representation
We represent clients during IRS audits, handling all correspondence and negotiations. Our experts minimize tax liabilities, resolve disputes, and appeal unfavorable decisions while ensuring proper documentation and compliance with audit requirements.
Payroll Services
We manage complete payroll processing including direct deposit, tax filings, and compliance reporting. Our services cover W-2 preparation, tax payments, and customized reports while maintaining adherence to changing federal and state payroll regulations.
Business Formation
We assist with new business formation including entity selection, tax registration, and financial structure setup. Our services ensure proper documentation for IRS compliance and provide ongoing advisory to support new businesses in Tupelo.
People
James E. Vance
Founder
With over 30 years of experience, James founded Vance J E in 1990. He specializes in tax strategy and business advisory services for Mississippi businesses.
Dana Finch
Principal
As a principal accountant, Dana provides expert tax preparation and advisory services, focusing on individual and small business clients in the Tupelo area.
David Byrd
Principal
David specializes in business accounting and IRS audit representation, bringing extensive experience in resolving complex tax issues for corporate clients.
Laura Spencer
Principal
Laura focuses on QuickBooks implementation and financial reporting, helping businesses optimize their accounting systems for improved efficiency.
Traci Hazelberg
Senior Accountant
Traci handles payroll services and compliance reporting, ensuring accurate tax filings and regulatory adherence for mid-sized businesses.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to Mississippi businesses.
Can you help with IRS audit representation?
Yes, we offer full IRS audit representation including handling correspondence, minimizing tax liability, and appealing unfavorable decisions on your behalf.
Do you support QuickBooks users?
We offer QuickBooks setup, customization, employee training, system reviews, and tune-ups for small to mid-sized businesses in Tupelo.
What tax services do you provide?
We handle individual and business tax preparation, tax relief, audit representation, and strategic tax planning to maximize deductions and credits.
How do you handle payroll services?
Our payroll services include direct deposit, tax compliance, W-2 processing, and customized reporting while ensuring adherence to federal and state regulations.
