Meet Your New Partners in Making Your Business Succeed.

 
 

Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Small Business Accounting

Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation

Payroll

Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services

Tax

Tax Preparation • Tax Planning • IRS Audit Representation • Tax Problems

QuickBooks

QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers •

Advisory

New Business formation • Business Valuation • Internal Controls • Audits, Reviews, and Compilations

Non-profit

Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt

Personal Financial Planning

Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning

Virtual CFO

Business Planning • Financial Management • Risk Management

Recent Posts

The Auto-Renewal Audit: How Much Are You Paying for Things You Barely Use?
October 22, 2026
pMost budgets are not wrecked by one forgotten streaming service. The problem is accumulation.
If You Couldn't Work for 30 Days, Could Your Business Keep Moving?
October 14, 2026
pSmall business owners spend a great deal of time planning for growth. They think about new clients, staffing, equipment, pricing and the next opportunity.
Open Enrollment Is More Than Choosing a Health Plan
October 6, 2026
pOpen enrollment has a way of arriving when life is already busy. A benefits email appears, a deadline is several weeks away, and it is tempting to click through the same choices you made last year.
Saving for College Without Losing Sight of Your Own Financial Goals
September 28, 2026
pFor parents, helping a child pay for college can feel like both a financial goal and a personal responsibility. The challenge is that college savings rarely exists in isolation.
Retirement Planning in Your 40s and 50s: A Mid-Career Financial Checkup
September 17, 2026
pRetirement planning can feel distant in your 20s and 30s, but by your 40s and 50s the numbers begin to carry more meaning.
 

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

jpaccounting@jphelancpa.com

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Jim Phelan patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. He is professional, friendly, and keeps everything simple.

    -- David K.

  • Jim Phelan is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Dianne W.

  • Jim Phelan was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

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

Monday - Thursday 9:00am-4:00pm
Friday 9:00am-12:00pm
Saturday & Sunday Closed