Text Box: James M Cortez, CPA offers a variety of accounting and tax services to individuals and small businesses. The relatively small size of our firm helps us to provide the highest quality of service and a more personalized level of attention to client requests. The fees for our services are very reasonable and depend on clients’ specific needs and situations. Contact us today for a quote.
Compilations
In today’s business environment, banks and other stakeholders often require client financial statements compiled by a CPA. This non-assurance service is frequently a cost-effective option in lieu of a financial statement audit or review. After gaining a general understanding of your business and bookkeeping, we will present your financial information in the accepted format of proper financial statements. 
Bookkeeping Services
Meaningful and well-organized financial records are vital to the success of any business. Let our qualified staff take the guesswork out of recording your day-to-day transactions so that you can focus on the success of your business while being equipped with timely and valuable financial information.
Corporate Income Tax Planning and Preparation
With our professional expertise and use of state-of-the-art computer software we make the process of corporate tax planning and preparation a simpler and more straightforward process for our clients. 
Individual Income Tax Planning and Preparation
Whether you are an individual looking to maximize your deductions or someone who is self-employed and needs to minimize their tax burden, our broad range of experience in the area of individual tax planning and preparation will address your every concern and provide valuable insight on tax-saving strategies.

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