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Accounting Firm

James Oakes, CPA

Independent CPA offering bookkeeping, payroll, tax planning and tax returns through an online office

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TrustList summary

James Oakes, CPA is a sole accounting practice that runs much of its client service through an online office. The site is meant to extend the practice, letting clients take a more active part in their tax, accounting and financial management from home or work.

What James Oakes, CPA does

  • Bookkeeping: keeping records in order for clients.
  • Financial statements: preparation of business financial reports.
  • Payroll services: processing for employers.
  • Business tax returns: preparation and filing.
  • Tax planning: advice for individuals and businesses.

Who it works with

Individuals and business owners who want tax and accounting help.

Key facts

  • Client tools: financial calculators for budgeting, planning and loan payments
  • Resources: news items, digital brochures, key filing dates for individual returns and recordkeeping guidance
  • Contact: clients can register for announcements and send questions by email

Summary written by TrustList from the business's own published information, Oct 2026.

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