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Accurate and timely accounting information is a necessity for any successful business. James D Maxon, CPA, LLC can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

Online Tax and Financial Services

James D. Maxon, CPA, LLC is pleased to offer a wide array of online services. These services include Financial and Tax Calculators, Financial and Tax Due Date Calendar, Financial and Tax Informational Links, Online Newsletters, and NetClient portals.

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. For more information visit our web site or give us a call.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.

Financial Statement Audits

Independent examination of accounting data with the objective of expressing an opinion on the financial statements. Audits are performed in accordance with Generally Accepted Auditing Standards (GAAS), Generally Accepted Governmental Auditing Standards (GAGAS), Generally Accepted Accounting Principles (GAAP), and standards established by the American Institute of Certified Public Accountants and/or the United States General Accounting Office, Circular A-133, 401(k) retirement plan (DOL) audits and others. Report formats are innovative and responsive to individual client needs.

Bookkeeping/Write-Up/Assembly Reporting

Services include maintenance of records through development of complete financial statements. Preparation of payroll records, cash receipt journals, cash disbursement journals, accounts payable and accounts receivable

Information Request for Services Listed Above