Tax Services

Our Services

Get in Touch !

You don’t have to go it alone at tax time. If you’re ready to plan ahead for tax filing and get expert advice about tax services in Murphy, contact me today to set up your initial tax accounting no-cost consultation.

Being familiar with IRS processes, we can prepare your taxes fast and accurately, helping you avoid an audit.

The Federal Tax Code is rather complicated, to say the least. Having your trained professional on your side can make the difference between enjoying a healthy tax refund or sitting in an IRS office explaining every expense you’ve claimed for the past five years. There are different types of tax preparation professionals and they are not government regulated. Anyone can print a business card and call themselves a Tax Preparer.

With the same price-points, CPA’s are highly trained professionals with an accredited education, experience, and are fully licensed. CPAs are the professionals that you call on to prepare your taxes and plan for your financial future.

Tax planning does not happen annually; if you are waiting until April to think about your taxes, you are missing out on opportunities to minimize the amount of money you give away to the government. Whether you are an individual with a small or complex tax situation or a small business owner, James Barber, CPA, CFP® can help you plan your tax decisions properly.

With years of experience, James Barber, CPA, CFP® brings a unique combination of CPA & CFP experience, expertise, and personal service to every client. James knows how important tax planning is to your business. We strive to maximize your refund while eliminating costly penalties and late fees that can derail your operations and distract you from the other important tasks behind running a business.

What is Proactive Approach to Tax Planning?

This proactive approach to tax planning has never been more important. The IRS has become much more aggressive and much harder to deal with in recent years. The tax agency has been going after every dollar, and high-income individuals and business owners are their prime focus. Dealing with these complex tax situations can be difficult and time consuming.

At James Barber, CPA, CFP®, our tax planning experts specialize in customized services designed for the unique needs of your situation. I know that proper tax planning allows you and your situation to be better prepared for the unexpected – from the dreaded audit notice to a sudden increase in your taxable income.

Working With Our Clients for the Right Tax Plan

I work individually with every client I serve to better analyze their unique tax situations and all it entails. Whether you are a parent trying to fund a college education, or a hard worker preparing for retirement, I can help you understand the finance issues you face and help you with proper tax planning to better influence your long-term goals.

We can sit down with you (or virtually) and discuss your current financial situation as well as your short-term and long-term goals. At James Barber, CPA, CFP®, we take a personal interest in every client I serve; your success is our success. We help you understand the big picture by assessing your finances – both past and present. This is a vital service for families, as taxes can have a significant impact on your wealth management.

As your tax expert, we will visit with each client each year as tax season approaches. We can review your past tax returns and look for ways to save you money and maximize your tax savings. We are committed to keeping the lines of communication open. We encourage you to ask questions and stay in touch with us, both during tax season and after.

I believe strongly in giving our clients the information they need. I work to help them understand the complexities of the tax code and how it can impact their personal and small business taxes. I give our clients the tools they need to succeed, and I explain how everything works and why the tax code is the way it is.

Our goal is to help clarify any misconceptions related to the tax code without burdening clients unnecessarily.

I know that even the most complex tax situations can be brought to resolution given the right knowledge and background. At James Barber, CPA, CFP®, I make sure those issues get resolved. Tax Laws change, and with our IRS Tax Library, we provide the most update rulings on tax. I am not satisfied until you are.

Tax Planning by James Barber, CPA, CFP®

Please use this Form to contact James

Consultation with Tax Preparation.

Give us a call now at (972) 655-4219.

Proactive Approach

James' Focus on Tax Education

That is where I come in…

Let James Barber CPA, CFP® help you navigate the complex world of tax laws.

Our services

Let James Barber CPA, CFP® help you navigate the complex world of tax laws.

Service title

Write a short text about your service. Highlight key benefits for potential clients.

a man riding a skateboard down the side of a ramp

Service title

Write a short text about your service. Highlight key benefits for potential clients.

ü Years of experience

ü Understanding of changing tax law

ü Electronic tax filing

ü Double-checks for accuracy.

ü Maximized deductions.

ü Educator in Tax & Finance

( 1 )

Tax Planning - Think ahead to get the most out of your tax return. Our tax planning services help you lay the foundation for the way you’ll file, which will allow you to keep the most money possible in your pocket. You can funnel your savings back into your business, or set aside funds for your child’s higher education.

( 2 )

Tax Prep – The actual preparation of tax documents can be daunting for the average person or business owner. But James Barber can evaluate your tax documents from an accountant’s perspective to make sure that all calculations are accurate and won’t raise red flags to the IRS. Your tax paperwork is filed electronically so you can get your return check in your hands as quickly as possible.

( 3 )

Tax Problem Resolution – If you’re already in hot water with the IRS, James Barber can help with professional tax problem resolution services. James represents you in front of the IRS, so you never have to deal with the tax giant yourself.

A complete picture of your tax needs is a three-step approach: