Family Tax Expert and Financial Advising

Welcome!

Experienced CPA and CFP in Financial Planner Serving Texas and FSO's

We proudly serve Murphy, TX and the surrounding areas of Collin County. As a retiree Diplomat from the State Department, we also serve the Foreign Service communities addressing their unique financial situations stateside and abroad. Filing your IRS 1040 is easy with James’ services.

Trusted Tax Professional in Murphy, Texas

Expert in Financial Planning and Advisory Services

James takes a holistic approach in financial planning with your tax preparations. He helps you navigate the complexity and often confusing world of regulations. He is affiliated with the Texas Society of CPAs (TSCPA) and Certified Financial Planners™.

You’re in good hands when you partner with James' Team

Our firm is a small husband and wife team providing personalized service. Our financial services handle the preparation of personal and small business tax returns and financial advising. We work quickly and accurately to minimize your tax liability and the risk of an IRS audit. Quality is guaranteed for all of our services, which include:

ü  Personal Financial Advising

ü  Professional Tax Services

ü  IRS Tax Solutions

ü  Business Formation and Consulting

James has in-depth knowledge and experience when it comes to wealth management, IRS procedures and tax laws. Our reasonable rates make our services affordable for all clients.

Expert Tax and Financial Services

A veteran of the Foreign Service providing tax and financial services in Murphy, Texas.

We pride ourselves on providing our clients with clear communication and full disclosure. When you leave our office, you’ll have a clear picture of the customized tax or financial strategy that I will develop around your specific situation.

Tax Preparation Made Easy

Let James help you navigate tax laws hassle-free.

Financial Planning Specialist

Get professional financial planning services tailored to your unique situation stateside and abroad.

Trusted CPA and CFP® Advisor

Affiliated with TSCPA and CFP®, James Barber is your go-to professional.

Dustin B. - Sir Lanka

“It is my pleasure to recommend the accounting and financial management services of James Barber, who clearly recognizes the importance of customer service by going above and beyond my expectations. James’ decades of financial management experience and accumulated expertise translates to impeccable service and sound advice. I do not hesitate to recommend James to my family and friends in need of a true accounting professional.”

Satisfied FSO Customers

★★★★★

James H. - DRC Congo

“James Barber is a friend and trusted advisor on all tax matters – a true lifesaver for a foreign affairs professional like me who is always on the move! I look forward to continuing this cordial and productive relationship. Many thanks again, best."

★★★★★

Dee W. - Yemen

“I have known James Barber for many years and trust him wholeheartedly with my finances. James is an excellent money manager with many years of financial experience working in both the federal government and the private sector. James is personable, technically competent in his field, and takes great pride in his work. I’m grateful to have James as my trusted financial advisor.“

★★★★★

Hanna T. - Cambodia

“James Barber is an amazing colleague and a subject matter expert with everything tax/finance related. He has been doing my tax returns for the past several years giving me helpful financial advice. Thank you very much!!!”

★★★★★

★★★★★

Brian H. – Sri Lanka

“James Barber is a friend and trusted advisor on all tax matters – a true lifesaver for a foreign affairs professional like me who is always on the move! I look forward to continuing this cordial and productive relationship.”

★★★★★

★★★★★

Melinda M. – Spokane, Washington

“My husband and I were delighted with the tax service that James Barber provided for us. We are Foreign Service officers and had extremely complicated taxes and the previous year’s taxes that needed to be remediated. James researched the details and looked into specific tax codes to decrease our tax burden.

He further processed current year taxes and developed a plan for how best to plan financially. We are grateful for his services and are relieved that we found someone who understands complex tax scenarios involving multiple states and international real estate transactions. We are confident that we are in good hands with James and enjoy working with him.”

★★★★★

Lucy G. – Tyler, Texas

“James Barber has done my taxes for a number of years and always saves me money. I am retired and every penny counts. I would recommend him to anyone.”

Daniel N. – Farmerville, Texas

“As a small business owner, I need an accounting firm that I can trust and affordable. James fits the bill. He has been my tax accountant for many years. He does an excellent job handling all my tax needs and provides valuable advice to save on my taxes for the future all at a reasonable professional fee. Dan Newberg -Advanced Sprinkler Repair, Design & Install”

★★★★★

Niko Purtseladze CEO, WFT Logistics Inc.

"I am pleased to extend my highest recommendation for James Barber as a financial advisor. As the CEO of WFT Logistics Inc., I have had the distinct privilege of benefiting from James's financial expertise over several years. His deep understanding of complex financial matters, coupled with his extensive experience in both the federal government and the private sector, has been instrumental in guiding my financial decisions. James's ability to provide clear, tailored advice and his unwavering dedication to his clients are truly exceptional. His professionalism and meticulous attention to detail have significantly enhanced my financial well-being. It is with great confidence that I endorse James Barber as a trusted financial advisor."

★★★★★

Schedule Your Appointment

Trust James Barber, CPA, CFP® in Murphy, TX for expert tax and financial planning services. Serving Collin County and the Foreign Service communities with personalized solutions.

Schedule your appointment today by calling (972) 655-4219. We are conveniently located in Murphy's off FM544 behind Murphy’s Community Complex. We look forward to serving you!

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