ABOUT

We'd like to provide you with an opportunity to get to know our staff as well as our firm's values.

 

As financial advisors we offer tax planning and compliance, estate and gift planning and compliance, wealth accumulation and preservation planning, and retirement planning and consulting.

 

As business consultants we offer closely held business planning, tax consulting and compliance, accounting services including financial statement reviews and compilations and accounting assistance, and general business advisory services such as compensation planning, transaction planning, and retirement plan selection.

 

With over 85 years of combined public accounting experience, our team has come to realize an accountant’s greatest value to their client is not as a “reporter” or “historian” reporting on events of the past but as a “coach” or “business partner” helping to plan and shape the future. As such, at James & Springgate, PLC the traditional accounting services such as payroll processing and reporting, financial statement preparation, and income tax return preparation are offered in conjunction with business strategic planning services and/or individual personal financial planning services.