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Jesse James, CPA

Jesse James, CPA

Reviews Summary

Jesse is a highly trusted and professional CPA with extensive experience handling personal and business taxes. Clients consistently praise his prompt responses, accuracy, efficiency, and fair pricing. Many highlight his ability to simplify complex tax issues, provide clear guidance, and offer proactive advice. His reliability, organization, and friendly demeanor make him a top choice for long-term accounting needs across various industries. Strongly recommended for both routine tax prep and ongoing financial support.

About This Listing

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers

Contact Information

Address

4630 SW Summit Trail

Evergreen, Colorado 80439

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4:30PM
Tuesday 9AM-4:30PM
Wednesday 9AM-5PM
Thursday 9AM-4:30PM
Friday 9AM-4:30PM
Saturday Closed

Customer Reviews

I've worked with Jesse for many years for both my personal and business taxes, and he?s consistently been excellent. He helps keep everything organized, ensures deadlines are met, and handles everything with professionalism and care. I truly appreciate his services and would confidently recommend him to anyone in need of a reliable and knowledgeable accountant.

Jesse has been doing our taxes for over 5 years now. I wouldn't want anyone else to do them. He is quick to respond to any question we have. He explains in great detail anything we don't understand. He is very thorough, prompt, friendly, fair with what he charges, and we are extremely happy with the service he provides!

We have used Jesse James as our CPA for the past 10 years. Throughout this time, he has consistently demonstrated professionalism, integrity, and exceptional expertise. Jesse provides thorough and timely guidance, and we greatly value his attention to detail and proactive approach. We highly recommend his services to anyone seeking a knowledgeable and dependable accounting professional.

I highly recommend Jesse's services! I have been using him for years for bookkeeping, business and personal tax prep. He is always quick to answer questions. He is very organized and professional. Thank you Jesse for all of your hard work!

I've worked with Jesse for years now and it's alleviated a lot of issues in my business. He's direct and efficient and tells me exactly what I need to do so that I can focus on running my business and not navigating my taxes or my books which takes too much time for a busy business owner. I highly recommend him if you need a fast, attentive and efficient CPA.

Jesse is extremely knowledgeable, always available to answer questions, and impressively fast and efficient. What really sets him apart is his kindness and calm, positive vibe. He makes even the most stressful financial situations feel manageable. I?m so grateful to have someone like Jesse in my corner!

I've used Jesse for several years for my tax preparation and tax advice and I'm very satisfied with his work. He continues to be up to date on the tax changes and is always responsive and accurate. Jeff Smith Your Mountain Connection

Jesse is a top-notch accountant. I?ve been using Jesse as my accountant for seven years now. He has saved me money and given me great advice and insight on my business and finances. Highly recommend using Jesse as your accountant.

Jesse has been doing our taxes for nearly 10 years. He is competent and trustworthy. He is readily available and prompt in his responses and completion of our returns. I can?t imagine not having Jesse as our CPA.

I would highly recommend Jesse to anyone looking for a honest, professional CPA. I have been using him for many years now for our business and personal taxes, He is quick to respond to any problems or questions we may have. Explains them in great detail. I honestly would not want anyone else handling my taxes.

Jesse James has been an amazing asset for myself, personal business and the HOA I serve on. He handles all monthly accounting and tax filings for Cub Creek Lodges HOA and my small business, Alpengreen Cleaning Co. Expect accuracy, transparency, and total professionalism. Jesse is incredibly organized, knowledgeable, communicative, and always ahead of deadlines. I genuinely trust his expertise and feel fully supported knowing our financials are in such capable hands. Highly recommend him to anyone looking fo

Being in construction for 25 years, the building side of things was in my wheelhouse. Taxes and day to day expenses were not. Jesse helped guide me through the process and has me feeling more confident about the accounting side of things allowing me to focus on what I?m good at. I would recommend to anyone in need of accounting services.

Jesse has been evaluable to me and my business. He helps me to stay on top of the monthly accounting responsibilities when I am busy running the day to day of my business. I can say enough about how much time and money he saves me. I would highly recommend.

When my accountant retired after using him for many years I was distraught. Luckily I came across Jesse and he helped me right away with what I thought was a complicated tax issue. He asked the right questions, communicated promptly and charged a very fair price. He guided me on an issue I had this year to avoid problems in 2025. Of course I love the name :)

I?ve been using Jesse for 5 years and he?s always been reliable. He replies quickly, is accurate, and gets my returns done in a timely manner. Highly recommend!

We have been using Jesse for quite a while, We find Jesse to be extremely professional, smart and very helpful with answering our questions. We would recommend him to anyone needing professional accounting services.

Jesse is a consummate professional. A true expert that we?ve hired year after year. Prompt service and excellent advice for navigating personal and business taxes.

Jesse has been my CPA for over 20 year's with several different businesses that I've run and worked for. I would highly recommend him for professional, accurate representation for tax prep and accounting needs.

Jesse has taken care of my family for years. His recommendations are always spot on, and I have co.plete confidence in his work. I recommend Jesse to everyone.

Jesse James CPA was one of the smoothest and most efficient tax experiences we have had in many many years.Jesse is both responsive and very reasonably priced and we will without question return for our taxes for our 2025 returns

Jesse's been great to work with on my personal and business taxes. He's prompt and tells me what I need to know, what i need to do, and when I need to do it.

Fast, professional and quality service from Jesse. Very fair pricing with a quick turnaround. Will absolutely be contacting him in the future for his services ??

Jesse makes tax time and book keeping time a non issue for me. His no nonsense and polite manner of dealing with me keeps me focused on what?s important. Thanks Jesse.

Jesse has prepared my tax returns for years and is always fast, professional and accurate. Highly recommended!

Jesse James is the man for taxes. He's fast, he's diligent, and he's knowledgeable. I'm not an easy person sometimes - Look no further.

Jesse is extremely easy to work with and I refer him to my people all the time. He's early, consice and clear which is the opposite of entire world of taxes.

Been using Jesse for 10+ years to file complex, multi-state returns and he hasn't missed once. Highly recommend!

We have a dog breeding business, and we would not use anyone else. We have several questions throughout the year, and Jesse is always there to help us with them on the same day or the next.

been using Jesse for years. never had a complaint.

Prompt, accurate results ideal for our small non-profit enterprise. Job well done!

Affordable and accurate! Been working with him for years!

Very knowledgeable, and great to work with!

Jesse is informative and efficient. He is a great resource and very supportive.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.