At James, Hardy, and Haley, we offer a wide range of services designed to meet the diverse needs of our clients. While the lists above highlight our core offerings, we understand that every business is unique. If you don’t see a service you’re looking for, reach out—we’re ready to explore solutions tailored to your specific needs.

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Tax Services

We provide trusted tax services, keeping pace with regulatory changes to meet each client’s individual requirements.

Our tax services include:

  • 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

Our accounting and assurance services provide clients with accurate, reliable financial reporting and operational support.

Our accounting and assurance services include:

  • Audit, Review, and Compilation Engagements

  • Accounts Payable/Receivable

  • Account Reconciliations

  • Bookkeeping Services

  • Financial Statement Preparation

  • Fixed Asset Management

  • Forensic Accounting

  • General Business Consulting

  • Internal Control Analysis

  • Month-End Closing

Consulting

With extensive transactional knowledge and experience, we collaborate with clients to achieve their goals through a range of consulting services.

Our consulting services include:

  • 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