Accountant James Newhard

James J. Newhard

Based on 1 reviews
Licensed for 38 years
19301, Pennsylvania [PA], Paoli
Practice areas
Bookkeeper Staff Accountant -SA Accountant (Auditor) Certified Public Accountant - CPA Financial Advisor - FA Tax Professional - TP
Contact

19301, Pennsylvania, PA, Paoli

Mon, Tue, Wed, Thu, Fri

(610)296-9721 jim@jjncpa.com

About James

Over 38 years servicing small businesses/entrepreneurs, individual, non-profit organizations, and estates & trusts.
My Goal: To serve as a catalyst (ideas and options) - providing traditional, yet extraordinary, tax, accounting and financial reporting compliance, and non-traditional analysis and ideas, planning, strategic guidance, and advisory, to help clients to define success (different for everyone) and goals, then (2) identify the strategic action steps towards building success, and then (3) implement the plan to achieve success/meet the goals.

Specialties:

  • tax strategies
  • compliance
  • preparation
  • planning & controversy for small business entrepreneurs (federal, state & PA local tax expert)
  • business advisory & strategic planning
  • financial reporting (Compilation, Review & Attest/agreed-upon procedures)
  • internal accounting (QuickBooks).

Individual services:

  • tax preparation and planning
  • financial planning & compliance
  • controversy with taxing authorities (eg: IRS, Dept. of Revenue, Philadelphia, local tax collectors)
  • college and retirement planning

Jim's publications: https://www.picpa.org/articles/cpa-now-blog/cpa-now/2016/05/18/watch-the-speed-bumps-when-driving-to-extra-cash

 

Reviews (1)
Posted by
CPA
Greater Philadelphia Area

Jim is a focused leader who makes a major contribution representing the interests of CPAs throughout Pennsylvania through his active participation in PICPA committees and leadership roles. 

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