At James, Hardy and Haley, we take pride in having the resources to handle any size engagement while maintaining a high level of personal attention to each client. Our services offered include, but are not limited to, the following

Tax Services

Along with providing our clients with trusted tax services, our firm continuously monitors the ever-changing regulatory environment to assess and meet each client’s specific needs. Our tax services include but are not limited to:

  • Corporate Taxation Compliance
  • Estate, Gift, and Trust Taxation
  • Family Wealth Services
  • Income Tax Planning & Projections
  • Individual Taxation, Compliance, and Planning
  • Not-for-Profit Compliance, Reporting, Status Acquisition
  • Payroll Tax Services
  • Retirement Planning
  • State and Local Taxation
  • Tax Planning & Strategy
  • Tax Research
  • Transaction Advisory

Accounting and Assurance Services

Assurance, attestation, and managed accounting services are core strengths of our firm. These services include but are not limited to:

  • Audit, Review, Compilation, and Preparation Engagements
  • Accounts Payable/ Receivable
  • Account Reconciliations
  • Bookkeeping Services
  • Financial Statement Preparation
  • Fixed Asset Management
  • Forensic Investigating and Litigation
  • General Business Consulting
  • Internal Control Analysis
  • Month-End Closing

Consulting

With decades of experience and transactional knowledge, we help our clients succeed everyday through our broad range of consulting services. These services include, but are not limited to:

  • Bankruptcy and Reorganization
  • Benefit and Compensation Planning
  • Business Performance
  • Business Planning
  • Elder Care Services
  • Information Technology Services
  • Management Advisory and Business Optimization
  • Mergers and Acquisitions
  • Policy and Procedure Consulting
  • Strategic Planning
  • Training Services