Empowering your financial success, one business at a time.
At Bankes Planning Associates, we're more than just a CPA firm - we're your trusted partners in achieving financial success. As a well-established CPA firm in Pinellas County, FL, we've had the privilege of working with numerous businesses and individuals across various industries, helping them navigate the complexities of accounting, tax, and financial planning.
Our Story
With over 33 years of experience, our founder, James A. Bankes, CPA, PFS, has built a reputation for providing personalized, expert guidance to help our clients achieve their business and financial goals. Our team takes the time to understand each client's unique needs, goals, and aspirations, tailoring our services to meet their specific requirements.
Our Mission
Our mission is to empower our clients with the knowledge, expertise, and support they need to thrive in today's fast-paced business environment. We're committed to delivering exceptional customer service, timely advice, and expert guidance to help our clients make informed decisions, overcome financial challenges, and achieve long-term success.
Our Services
We offer a comprehensive range of accounting, tax, and advisory services designed to meet the needs of small and mid-sized businesses, as well as individuals. Our services include small business accounting, outsourced CFO services, business incorporation, tax planning, tax preparation, and IRS tax problem resolution. We also provide industry-specific accounting solutions for healthcare professionals, law firms, real estate businesses, and sports and entertainment professionals.
Our Team
Our team is comprised of experienced professionals who are dedicated to providing exceptional service, personalized attention, and expert guidance. Meet James A. Bankes, CPA, PFS, our founder and owner, who has over 33 years of experience in providing trusted advice, financial solutions, and guidance to businesses. Our team is committed to helping you achieve your financial goals and succeed in today's competitive business landscape.
Get Started
Ready to take your business to the next level? Contact us today to schedule a free consultation and discover how Bankes Planning Associates can help you achieve your financial goals.
Outstanding Service and Expertise
The reviewers were extremely satisfied with the services provided by Bankes Planning Associates, led by Jim and Patti Bankes. They praised the team's expertise, professionalism, and friendly attitude.
Trustworthy and Knowledgeable
Many reviewers highlighted Jim's extensive knowledge and expertise in accounting and tax preparation. They appreciated his ability to provide trusted advice and guidance in complex financial matters.
Personalized Attention and Care
The reviewers appreciated the personalized attention and care they received from Jim and Patti. They felt valued and respected, and their concerns were always addressed promptly and efficiently.
Professionalism and Integrity
The reviewers commended the professionalism and integrity of Bankes Planning Associates. They trusted the team's expertise and appreciated their commitment to providing exceptional service.
Unwavering Support and Guidance
Several reviewers praised Jim and Patti for their unwavering support and guidance throughout the years. They valued their long-term relationships and trusted the team to handle their financial needs.
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