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James Financial Services is a leading tax, accounting and business advisory firm in Virginia Beach whose CPAs and EAs have been providing tax saving strategies, IRS compliance strategies and Business Success Planning since 1974.

Lowering your business taxes starts with good records, proactive planning, and an understanding of the deductions and cr...
10/22/2026

Lowering your business taxes starts with good records, proactive planning, and an understanding of the deductions and credits your business may be eligible to claim. The goal is not just to prepare at tax time, but to make informed financial decisions throughout the year.

Swipe through for a few ways business owners can help reduce taxable income and avoid missed opportunities.

We hope you find this guide helpful. As always, if you have questions about business tax planning, deductions, or credits, give our office a call. Our team is here to help you plan ahead.

This time of year, giving is top of mind for many, making now a great time to ensure your generosity also works for you ...
10/15/2026

This time of year, giving is top of mind for many, making now a great time to ensure your generosity also works for you come tax season. A little planning can help ensure your charitable donations are both meaningful and tax-smart. Swipe to learn more.

If you'd like to strategize your giving or see how your donations could impact your return, feel free to reach out. We are happy to help you close out the year on a generous (and tax-efficient) note.

Classifying workers correctly is an important part of running a business. Whether someone is an employee or an independe...
10/07/2026

Classifying workers correctly is an important part of running a business. Whether someone is an employee or an independent contractor affects payroll taxes, reporting requirements, benefits, and the level of control your business has over the work being performed.

Swipe through for a closer look at the key differences and why proper classification matters.

We hope you find this guide helpful. As always, if you have questions about worker classification, payroll setup, or your business's tax responsibilities, give our office a call. Our team is here to help you make informed decisions.

Most business owners know that financial data plays an important role in running a successful company. Whether you're mo...
09/24/2026

Most business owners know that financial data plays an important role in running a successful company. Whether you're monitoring day-to-day performance or evaluating future opportunities, having a clear understanding of your numbers can help support informed decision-making.

That's why we're sharing a few business accounting terms that are worth revisiting. See below for a few key accounting terms:

⚫Equity: Equity represents the owner's interest in the business after deducting liabilities from assets.
⚫Debt-To-Equity Ratio: This ratio compares debt financing to the equity an owner holds in a business.
⚫Reconciliation: Reconciliation is the process of comparing a business's financial records to ensure they match supporting third-party documentation, such as bank statements.
⚫Retained Earnings: Retained earnings are profits that remain in the business rather than being distributed to owners.
⚫Liquidity: Liquidity measures how easily a business can meet short-term obligations using available assets.
⚫Return On Investment (ROI): ROI measures the return generated from an investment relative to its cost.

Whether you have questions about tax strategy, business growth, or day-to-day financial decisions, our team is here to provide guidance and support. If there's ever anything we can help you navigate, don't hesitate to reach out. We're always happy to be a resource.

There are just about 100 days left in 2026, making now an ideal time to review your tax situation before tax season arri...
09/22/2026

There are just about 100 days left in 2026, making now an ideal time to review your tax situation before tax season arrives. Swipe through for a few key tax-planning items worth looking at before the year closes.

The final months of the year often go by quickly, but there is still time to take advantage of planning opportunities before tax season arrives. Even a few small adjustments now may help improve your overall tax picture and reduce stress later.

That said, if you would like to review any of these items or talk through things you can do to set yourself up for success next year, please feel free to reach out to our team. We would be happy to help.

Most business owners would prefer to avoid extra attention from the IRS. While no one can guarantee that a return will n...
09/15/2026

Most business owners would prefer to avoid extra attention from the IRS. While no one can guarantee that a return will never be selected for review, there are practical steps you can take to reduce audit risk. Swipe through for the first set of habits we recommend keeping year-round.

If your business is ever contacted by the IRS, don’t panic. The most important thing is to respond carefully, gather the requested records, and get guidance before sending information back.

That said, if you’ve received an IRS notice or would like to talk through anything we mentioned in this post, please give our team a call. We are happy to help you review your records, answer questions, and make sure you feel prepared.

The deadline for Q3 estimated tax payments is September 15, 2026. This payment is based on income earned from June 1, 20...
09/14/2026

The deadline for Q3 estimated tax payments is September 15, 2026. This payment is based on income earned from June 1, 2026, through August 31, 2026. For those who make these payments, staying current can help minimize potential penalties and make year-end filing more manageable.

If you would like assistance confirming the amount to pay or reviewing payment options, please contact our office. We are happy to help.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

As we move through the second half of the year, now is a good time to step back and revisit your tax strategy. A few pro...
08/27/2026

As we move through the second half of the year, now is a good time to step back and revisit your tax strategy. A few proactive decisions now can help reduce surprises later, improve cash flow, and put your business in a stronger position before year-end.

Swipe for a few practical tax strategies we can help small businesses take advantage of ahead of year-end.

Some of the best tax strategies are only useful if you act before year-end. Even a short review during the year can make a meaningful difference. So, if you would like to review your current tax strategy, projected payments, entity structure, or year-end opportunities, please reach out.

Our team would be happy to help you identify practical next steps and make sure you are taking advantage of the options available to you.

Managing your business finances can quickly become more complex than expected. While many business owners start by handl...
08/20/2026

Managing your business finances can quickly become more complex than expected. While many business owners start by handling things on their own, there often comes a point where professional support is necessary. Swipe through to learn more.

Recognizing these signs early can help you avoid setbacks and make more informed decisions as your business moves forward. If you are ready for expert financial support, contact us today to learn how we can help you stay on track and plan for what is next.

Address

421 South Witchduck Road
Virginia Beach, VA
23462

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 2pm

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