Working with my Virginia Beach clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we...

Seen on Twitter this past weekend:Seems pretty typical with the way the IRS has operated over the past few years. If you’ve had any trouble with them processing anything of yours … well, that’s one explanation (and there are plenty more where that came...

Now that we’re through January (and all of the 1099’s and payroll-related information returns), we take a small breath … but then things start ramping up again for us here at James Financial Services Inc.So let this serve as an early notice that it would be a very...

Last week in the start of my series on financial planning for business owners, I got a little carried away by all of the talk of "independence." So, I took the opportunity to ask you a simple question:Are you achieving the independence you want in your business?But...

We are now fully engaged in our tax "off season" here in Virginia Beach. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our Virginia Beach clients should know.While I normally write weekly, there is information in this strategy note that you need to know about now that might even impact...

In today’s online-driven world, it’s no surprise that securing sensitive information is essential. Just like you cover your Virginia Beach business for other possible risks (property damage, theft, injury, etc.) so should you also be thinking of how to keep your...

…payment methods!Try to come up with one thing that’s more important to your Virginia Beach business than taking in revenue smoothly. Yeah, I couldn’t, either.And making sure that revenue is coming in becomes almost an obsession when you’re feeling the squeeze of...

The big day is almost here. No, not tax day.(Which is on April 18th this year — and you should be thinking about that now and start by grabbing a time on our calendar: 757-490-7700 )I'm obviously talking about the Super Bowl. And maybe you’re not paying attention...

Blink, and we're already into December.Which also means… 2022 is right around the corner.Are you ready?The reason I put this so starkly is that you and I have less than 30 days left to make a tangible difference on your taxes (business or personal).For your business...