public accounting firm of James & Springgate, PLC was formed January
1, 1995 to serve as individual financial advisors and business
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
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
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,
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.
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
- Our primary goal is to help our clients succeed.
- We provide high quality and timely accounting, tax and
- 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
"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.