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The public accounting firm of James & Springgate, PLC was formed January 1, 1995 to serve as individual financial advisors and business consultants.

As financial advisors we offer tax planning and compliance, estate and gift planning and compliance, wealth accumulation and preservation planning, and retirement planning and consulting.

As business consultants we offer closely held business planning, tax consulting and compliance, accounting services including financial statement reviews and compilations and accounting assistance, and general business advisory services such as compensation planning, transaction planning, and retirement plan selection.

With over 85 years of combined public accounting experience, our team has come to realize an accountant’s greatest value to their client is not as a “reporter” or “historian” reporting on events of the past but as a “coach” or “business partner” helping to plan and shape the future. As such, at James & Springgate, the traditional accounting services such as payroll processing and reporting, financial statement preparation, and income tax return preparation are offered in conjunction with business strategic planning services and/or individual personal financial planning services.
 



Our Commitment

James & Springgate, PLC works effectively with individuals and businesses to successfully identify and address present and future challenges and opportunities.  Our clients have our commitment that our team at James & Springgate, PLC will demonstrate initiative, anticipate problems, propose solutions and communicate effectively throughout the year. Our clients have our commitment that there will be timely coordination of tax and accounting planning and strategy needs.


Our Mission

James & Springgate, PLC will provide quality accounting, consulting and tax services on a timely basis.


Our Core Values

Fulfillment of this mission is enhanced through constant adherence to our culture as defined by our strongly held beliefs.

  • We are a team and everyone makes a vital contribution to our success.
  • Our primary goal is to help our clients succeed.
  • We provide high quality and timely accounting, tax and consulting services.
  • We honor our responsibilities to our clients, our community and each other.
  • We will not compromise our honesty, integrity or reputation.
  • We have a duty to foster each other’s professional growth.
  • We recognize the importance of balance between our personal and professional lives.
  • We applaud each other’s successes.
  • We are proud of our history and culture; we are confident of our future.


Team Approach

"A master of everything is a master of nothing."  Our firm recognizes the benefits to our clients of a specialized team of business advisors and we welcome the chance to work with other professionals to provide the best possible combination of services for our client. This team of advisors normally includes an attorney, a CPA, an insurance agent, an investment advisor or broker, a banker, and a trust advisor. Our goal is to communicate with our client’s team on an ongoing basis to allow for the proactive solution to issues and challenges instead of the reactive “patch” to unexpected problems. We will blaze our trail, not follow an already beaten path.
 

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