Business Details
34 Years
experience
Trusted Accounting and Tax Services in San Rafael
At James Waite, CPA, we are committed to helping clients maintain financial viability through proactive planning and strategic decision-making. With over two decades of experience as a Certified Public Accountant and Accredited Business Valuator, our founder specializes in delivering tailored accounting, tax, and valuation solutions to individuals and businesses across diverse industries. Our services include financial statement preparation, business valuation, tax planning, and customized accounting systems, with a focus on construction, engineering, retail, and professional services sectors. We prioritize open communication to understand client needs, backed by thorough research and sound analysis, ensuring compliance while optimizing financial outcomes.Located in San Rafael, we serve clients throughout Northern California with personalized attention and immediate responsiveness to tax and accounting challenges. Our team combines deep technical expertise with a commitment to excellence, reflected in our professional affiliations with the American Institute of CPAs and California Society of CPAs, as well as active community involvement through local education and youth sports initiatives.
Services
Financial Accounting Services
Business Valuation
Tax Planning & Preparation
Accounting Software Selection
Construction Accounting Solutions
Financial Projections
Reviews and Compilations
Cash Flow Analysis
IRS Representation
Estate Planning
Details
- Year established: 1992
Highlights and features
- We offer over 20 years of CPA experience in diverse industries
- Our services are tailored to meet specific client accounting needs
- We provide immediate attention to tax and accounting issues
- We help clients understand transaction implications for proactive decisions
- Our team is actively involved in the local community
Associations and certifications
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
Services
Financial Accounting Services
We provide comprehensive financial accounting services including statement preparation, cash flow analysis, and budgeting. Our solutions help businesses maintain accurate records and make informed financial decisions. Services are tailored to meet specific industry requirements and regulatory standards.
Business Valuation
Our accredited business valuation services assist with mergers, acquisitions, and succession planning. We deliver precise valuations for litigation support, forensic analysis, and strategic decision-making. The service combines technical expertise with industry-specific insights to determine accurate business worth.
Tax Planning & Preparation
We offer complete tax planning and preparation for individuals, corporations, and trusts. Services include entity selection, IRS representation, and estate planning. Our approach minimizes tax liabilities while ensuring compliance with evolving regulations through proactive strategy development.
Construction Accounting Solutions
Specialized accounting solutions for construction industry clients include job costing systems and project-specific reporting. Our services address unique financial management needs in construction projects, ensuring accurate tracking of costs and profitability across multiple job sites.
Accounting Software Selection
We help businesses implement accounting software tailored to their operational needs. The service includes system selection, customization, and reporting framework development. Our goal is to streamline financial processes and improve data accuracy through technology integration.
People
James Waite
Certified Public Accountant / Accredited Business Valuator
With over 20 years of CPA experience, James Waite specializes in accounting and business valuation. He has served as controller and vice president in mid-sized firms since starting his practice in 1992. His expertise includes developing practical financial solutions for business owners while maintaining active community involvement.
Questions
What accounting services do you offer for small businesses?
We provide financial statement preparation, tax planning, business valuation, and customized accounting systems tailored to small businesses in construction, retail, and professional services industries.
Do you specialize in any particular industries?
Our primary industry focus includes construction, engineering, wholesale distribution, design, retail, and personal services, though we serve businesses across multiple sectors with customized solutions.
How can you help with tax planning and compliance?
We offer comprehensive tax planning, preparation, and IRS representation services. Our approach minimizes liabilities while ensuring compliance through proactive strategies tailored to individual and business needs.
What is your experience with business valuations?
As an Accredited Business Valuator with over 20 years of CPA experience, we provide precise valuations for mergers, acquisitions, litigation support, and succession planning across various industries.
How do you handle urgent accounting issues?
We provide immediate attention to urgent tax and accounting matters, ensuring timely resolution and optimal financial decision-making through direct communication via phone or email.
