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Our staff has over 85 years of combined public accounting experienceThe firm of James & Springgate, PLC was formed to serve as individual financial advisors and business consultants.

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, PLC, the traditional accounting services such as payroll processing and reporting, financial statement preparation, and income tax return preparation are offered in conjunction with and as a measure for business strategic planning services and/or individual personal financial planning services.

We commit to our clients that we will deliver the high quality and responsive service they expect. We have leadership, personnel, experience and resources to match our clients' needs now and in the future.


As financial advisors we offer:

  • Tax compliance and planning
  • Estate and gift compliance and planning
  • Wealth accumulation and preservation planning
  • Retirement planning and consulting

As business consultants we offer:

  • Closely-held business planning, tax compliance and consulting
  • Accounting services including financial statement reviews and compilations, accounting and bookkeeping assistance
  • General business advisory services such as compensation planning, transaction planning, and retirement plan selection

Individual planning services include:

  • Personal budgeting and saving
  • Income tax planning
  • Education analysis planning
  • Retirement planning
  • Asset allocation and investment review
  • Wealth accumulation planning
  • Mortgage or debt planning
  • Estate planning and wealth transfer
  • Stock option exercise planning

Business strategic planning services include:

  • Cash flow and budgeting analysis
  • Accounting software system review and implementation
  • Accounting internal control reviews
  • Employee benefit package review and cost benefit analysis
  • Retirement planning design or review
  • Capital expansion breakeven analysis
  • Business succession planning
  • Closely held business planning and problem resolution
  • Income tax planning and fixed asset management planning
  • Litigation support

Traditional accounting services include:

  • Bookkeeping and record keeping services
  • Payroll processing services and review, and payroll compliance
  • Monthly, quarterly, annual “closing of the books”
  • Financial statement compilations or financial statement reviews
  • Fixed assets record maintenance and review
  • Income tax form preparation
  • IRS representation
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