It's yours... Wouldn't you rather keep it?

James P. Phelan CPA, PC. will help you determine how to achieve your long-term financial goals so that you feel confident about your future and the future of your company. By listening to what is important to you, a realistic plan is developed that takes into account both your financial position as well as your personal needs and business interests.

Services Include

  • Communicating with bankers and brokers about fund-management
  • Confidential payroll
  • Valuation
  • Employer retirement plans