The only thing worse than a bad plan is not having one...

Personal financial management and income tax preparation are common sources of stress for most people. Time and energy are wasted wondering if the numbers are accurate after the tax return has been filed. Rather than taking that risk year after year, you can reach out to a reliable CPA who will guide you through the process with confidence. James P. Phelan CPA, PC. will help you determine the tax planning options and advantages that will bolster your bottom line and keep you on target for achieving your personal and family goals.

Services Include

  • Income tax planning and preparation
  • Estate tax planning
  • Home office accounting services
  • Financial management strategies to help you maximize personal wealth
  • Reviewing investments
  • Advisory services for high net worth clientele
  • Trust and estate planning
  • Estate valuation consulting
  • Matrimonial litigation consulting