Recent Posts
Board members who join nonprofits usually do so because the mission resonates with them, not because they're eager to review financial statements.
Medical expenses occupy a strange position in the financial system. They are personal, often unavoidable, and frequently disconnected from consumer behavior or spending discipline.
Anyone who has ever called the IRS knows the drill. Thirty minutes on hold, maybe longer, listening to the same recorded message loop while wondering if a real person will ever pick up.
The One Big Beautiful Bill Act, signed into law on July 4, 2025, created a brand new deduction that lets taxpayers write off interest paid on car loans.
Nobody wants to think about criminals rifling through their financial life, but tax return fraud has turned into one of the biggest headaches facing American taxpayers.
About Us
Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.
James P. Phelan, CPA PC
Industries Served
Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies
Let's Start Talking
Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.
Call (631) 446-1800

