Phillip Haley

CPA (Licensed in Louisiana and Texas)/Admitted to firm as Partner in 2002
Bachelors of Accounting and MBA, Louisiana Tech
Years of accounting: 20+
Experience:
Agreed upon procedures
Audit
Benefit and compensation planning
Business and individual taxation
Business performance
Estate and trust planning and taxation
Financial statement review, compilation, and preparation
Forensic investigation and litigation support
General business consulting
Information technology services
Internal control analysis
Merger and acquisition consulting
Nonprofit reporting and status acquisition
Payroll processing
Tax planning and projection
Quickbooks consulting
Wealth management services
Write up

Phil@jameshardy.com
(318) 227-4611 Office and Fax
(318) 393-5383 Cellphone

Roy W. James, Jr.

CPA/Partner; Cofounder in 1988
Bachelor of Science, Northwestern State University
Years of accounting: 40+
Experience:
Agreed upon procedures
Audit
Benefit and compensation planning
Business and individual taxation
Business performance
Estate and trust planning and taxation
Financial statement review, compilation, and preparation
Forensic investigation and litigation support
General business consulting
Information technology services
Internal control analysis
Merger and acquisition consulting
Nonprofit reporting and status acquisition
Payroll processing
Tax planning and projection
Quickbooks consulting
Wealth management services
Write up
roy@jameshardy.com
(318) 227-4620

V. Alidema

Bachelor of Accounting, Centenary College of Louisiana
Joined James, Hardy, and Haley in 2010
Certified Quickbooks User
Experience:
Business and individual taxation
Business consulting
Compilation
Estate and trust taxation
Financial statement review
Forensic accounting
Hiring & training
Internal control
Marketing
Merger and acquisition consulting
Nonprofit taxation
Payroll processing
Recruiting
Tax planning and projection
Quickbooks consulting
Write up

Venera@jameshardy.com
(318) 227-4612 Office and Fax

Pamela L. List

Commercial Business College
Joined James, Hardy, and Haley in 2013
Experience:
Business tax licenses
Compilations
Data-entry in various industries
Sales tax reports
Write up
Paml@jameshardy.com
(318) 227-4662 Office and Fax


Penny L. Melvin

Stonewall High School
Joined James, Hardy, and Haley in 2002
Experience:
Bookkeeping
Business and individual taxation
Penny@Jameshardy.com
(318) 227-4622 Office and Fax

Kevin Trimble

CPA

Bachelor of Accounting, Louisiana State University, Shreveport
Joined James, Hardy, and Haley in 2011
Experience:
Audit
Business and individual taxation
Compilation
Estate and trust taxation
Financial statement review
Internal control
Nonprofit taxation
Payroll processing
Tax planning and projection
Quickbooks consulting
Write up
Kevin@jameshardy.com
(318) 227-4627 Office and Fax