Located in San Rafael, James Waite, CPA provides accounting services to businesses and individuals throughout Northern California. Services include financial statement preparation, business valuation, tax planning and preparation, and accounting and job cost systems solutions. We serve clients in many industries including, but not limited to, construction, engineering, wholesale distribution, design, retail and personal services.
Whether you are an individual or business, our firm has years of valuable experience assisting clients with their accounting needs. On this website, you will find information about our firm, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making.
Whether you are an individual or business, our firm has years of valuable experience assisting clients with their accounting needs. On this website, you will find information about our firm, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making.
Services
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.
Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
It's possible there could be additional extensions, so check with your tax advisor for the latest information. Individuals must pay the third installment of 2021 estimated taxes, if not paying income tax through withholding (Form 1040-ES). Calendar-year corporations need to pay the third installment of 2021 estimated income taxes.
These calculators have been provided as a resource for you to help plan your financial matters. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice, or supplement the advice of a professional advisor.
Reviews (3)
Greg S.
Nov 26, 2016
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This is long over due. James has been tending both my personal and my corporate taxes for eight years or more now.
I find him to be very easy , clear and consise with my CPA needs. My family has gone through a long illness and James helped us a lot in dealing with that.
Always accesable, always friendly and always on time.
I find him to be very easy , clear and consise with my CPA needs. My family has gone through a long illness and James helped us a lot in dealing with that.
Always accesable, always friendly and always on time.
Adriana Q.
Mar 28, 2015
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Gregory F.
Apr 13, 2013
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Finally, I found someone who is good at dealing with my neuroses related to taxes. Jim calmly explained my tricky tax situation to me, and helped me navigate a difficult situation. It is such a relief to be with someone who is honest and very good at explaining things, and who fights for me to pay as little as necessary, at a rate that is much better than other accountants with his expertise. I can't recommend him enough. He is based in Marin but it really doesn't matter. I live in the city and we do practically everything by telephone and internet.
