If It Was Easy, Everyone Would Do It

Our Services

At James A Wise CPA we provide general accounting (including compilation, review and audit services) and tax preparation services. We are fair and honest and help you understand the accounting process and work towards a fair resolution while providing you guidance and answering your questions, every step of the way.

Industries Serviced

  • Transportation
  • Refined Petroleum Brokers
  • Steel Products Sales and Distribution
  • Manufacturing
  • Construction
  • Security Agency
  • Laboratories
  • Insurance Agencies
  • Machine Shop - Gun Drilling
  • Industrial Diamond Products
  • Non-profit Organizations
  • Natural and Manufactured Stone Importer
  • Commercial Coffee Roasting and Distribution

Area of Practice

Compiled Financial Statements

A financial statement compilation is a service to assist the management of a business in presenting its financial statements. This presentation involves no activities to obtain any assurance that there are no material modifications needed for the financial statements to be in conformity with the applicable accounting framework.

Reviewed Financial Statements

A financial statement review is a service under which the accountant obtains limited assurance that there are no material modifications that need to be made to an entity's financial statements for them to be in conformity with the applicable financial reporting framework.

Audited Financial Statements

Audited financial statements are the financial statements of an organization that have been examined by a certified public accountant (CPA). Audited financials include a signed statement from the independent auditor, saying that the financial statements present fairly, in all material respects, the financial position the results of operations, and cash flows of the issuing entity. Certified financial statements are required by numerous parties - investors, lenders, and stock exchanges - so that users can have confidence that the information in the statements is presented fairly.

Tax preparation for business

Small business tax preparation must be combined with ongoing consulting in conjunction with the preparation to insure the lowest tax possible.

Tax preparation for Individuals

Tax preparation includes federal, state, or local tax returns. Ongoing tax planning helps clients understand the tax effects of current and proposed tax rules and regulations. Together we help you obtain the lowest tax possible.

Tax Planning

Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible and help to obtain best tax rate under the individual’s circumstances.

Financial Statement Forecast

A forecast is a projection of an entity's future results. It is used as the basis for planning fixed asset purchases, adding to or reducing staffing levels, and obtaining funding. A forecast is based on certain assumptions about future conditions which may or may not turn out to be accurate.