Shay James CPA

I got connected with Shay James through the Bigger Pockets website. I sold an investment property and needed tax services for estimating my capital gains tax liability and for my overall tax projection for the current year. From the get go, Shay was extremely professional and easy to work with. She walked me through the tax projections and the entire process for making estimated quarterly payments to the IRS (she even made a personalized video). Lastly, her tax advice on how to plan for taxes going forward

I met Shay several years ago through personal circumstances and was blessed to discover what an amazing person she is. Since then, I've had the opportunity to have her do some tax work for me and in turn, it has been my immense pleasure to work with her on a few projects. I have complete confidence in recommending Shay for any of your business challenges, financial management and tax planning concerns.

Shay has been essential to my financial success for over a decade. Currently, I rely on her comprehensive expertise in financial planning. In the past, she has helped me to navigate the tangled weeds that are tax preparation for the self-employed. Although Shay?s clientele includes business owners with needs far more complex than mine, she remains highly engaged with me as her client. She is immediately responsive to my questions and she maintains an elephantine memory for all the details of my financial l

Wow! Where do I start?! Shay has been a life saver for me! She's not only made sure that all my financials are in order, but she was a pleasure to work with too! Shay is extremely knowledgable in her field, and is able to give clear cut answers for any complicated situation. She is diligent, motivating, and has become someone I can confide in for all my tax and filing matters. I?m in the real estate industry and it?s nice to know that she works with a lot of real estate focused clients, which makes me

Shay has been and crucial part of our business and personal finance journey. She has the professionalism and expertise in both financial coaching and Accounting. Our business and personal finances would not be where they are today if it wasn't for Shay. Being a small business owner is not easy and previously having a CPA that I only saw once a year was just not cutting it for us. Shay has been instrumental in the growth of our company. Her advise and work ethic are top notch. I feel so lucky to have f

Shay is someone I'd recommend to anyone looking for a talented CPA. She fights for her clients - I know because she often reaches out to me in order to provide feedback on how products like QuickBooks Online, can better help her clients. She's a great partner and passionate about helping small businesses succeed and I'm proud to be associated with her.

I engaged Shay to help me bring order to my personal finances.After owning my own business for a couple of years, I needed to better understand how to control my spending. Shay met with me to help me not only grasp the concepts, but also implement them. As someone who suffers from ADHD, money management was always a challenge. Shay helped me address that and deal with it, as well as set up a money management system that has helped me improve my net worth by 40% in the last year alone. She worked the math w

Shay is fabulous! My wife, DeeDee, and I have been seeing her for a long time. We generally see her every 2 or 3 weeks. She is that important to us. She has helped us with the mechanics of becoming debt free. She helps us break through some of the thought processes that tend to defeat our success. She has given us tools for our success: You Need a Budget is an online computer program that has been indispensable for us. Her manner is always encouraging, never judgmental. See Shay today for your futu

Shay is efficiency, personified. She helped me organize my business finances and set up budgets so that I felt in control at all times. Not only is she extremely knowledgeable but she's willing to teach her clients so that they can understand the processes and reasons why, and every time I left her office I felt a weight lifted off my shoulders. Recommend 100%

Shay is really professional, helpful and thorough! She is also really tech savvy making everything efficient and streamlined! Happy she was recommended to me by another small-business owner! And top of that she is just a really nice person supporting small-business owners!

I would highly recommend Shay James! She is professional and very knowledgeable. She is a business owner as well so she understands the unique needs of a business and advises accordingly. She has not only done an amazing job with our taxes, she has helped our overall business immensely.

Using Shay as my CPA has taken a significant amount of stress off of my plate as a small business owner. She is knowledgeable and direct. I always feel confident that my taxes are in the best hands!

Shay is wonderful and extremely helpful. She is timely, responsive, organized and very good at reminding her clients of important dates and deadlines. I would highly recommend her.

On our first call, Shay answered all of my questions in the first 15 minutes! I couldn't believe how efficient our meetings were. I highly recommend Shay for small business consultation!

Shay James is one of the finest, most respected and talented individuals I know. She has helped me tremendously with my business accounting needs.