The Perlson Group

Our Mission

James David and Associates LLC is dedicated to empowering individuals and businesses in the greater community by providing personalized financial and accounting solutions. We combine exceptional expertise with personalized attention to deliver unparalleled client experiences.

Who We Are

Our team comprises experienced professionals with diverse backgrounds in accounting, finance, and taxation. We are passionate about understanding your unique financial goals and challenges, and we work collaboratively to develop tailored strategies that foster financial growth and stability.

For Individuals

• Comprehensive tax planning and preparation
• Financial planning and wealth management
• Retirement planning and analysis
• Estate planning and probate support

For Businesses

• Business accounting and financial reporting
• Tax compliance and planning
• Payroll and HR consulting
• Business valuation and succession planning
• Strategic guidance on financial management and operations

Our Approach

We believe in building strong relationships with our clients and approaching every engagement with transparency, collaboration, and open communication. We leverage advanced technology and resources to provide accurate, timely, and cost-effective services.

Our Values

• Integrity: We uphold the highest ethical standards and maintain the confidentiality of client information.
• Professionalism: We deliver accurate work and maintain a dedicated work ethic.
• Client Focus: We prioritize client needs and provide personalized attention.
• Communication: We believe in clear and open communication throughout the engagement.
• Collaboration: We value teamwork and build partnerships with clients to achieve their financial goals.

Our Commitment

James David and Associates LLC is committed to exceeding client expectations by:

• Exceeding industry standards for accuracy and efficiency.
• Providing timely responses and regular updates.
• Offering clear and concise explanations of complex financial concepts.
• Maintaining open communication and collaboration throughout the engagement.