James Flanagan & Associates, CPA in Havertown, PA

We are a full service CPA firm that offers Accounting, Tax, and Business Advisory Services. We also offer Financial Planning and Wealth Management services through our related company Flanagan Capital Management.
Whether you are new to our site, or returning for a visit, we hope to provide you with timely and valuable information to help you plan your financial future.
At James Flanagan & Associates, we strive to build and maintain long-lasting business relationships. This web site is an extension of our commitment to you.
We firmly believe that no one will work harder to help you succeed. Please feel free to contact us for additional information about our firm and the services we offer. We look forward to speaking with you soon.
James Flanagan & Associates provides a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
By combining my experience and expertise with commitment to client service, James Flanagan & Associates assures that every client receives the close analysis and attention they deserve.
Our calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.
James Flanagan, CPA,CFP(R),MBA
Jim is the Founder and President of the firm.
He was born and raised in the Wilkes-Barre/Scranton area before moving to the Greater Philadelphia Region in 1979. He graduated with honors with a BS in Accounting from Bloomsburg University in 1978 went on to receive his MBA in Finance from Lehigh University in October of 1979.
Jim held a variety of financial and accounting related positions at Combustion Engineering Corporation and Campbell Soup Company prior to purchasing the practice in January of 1987.
Jim is a Certified Public Accountant in the Commonwealth of Pennsylvania.
Jim Flanagan is a CFP(R) professional.
He has completed the NASD Series 7 and Series 66 Securities Licensing Exams. Jim also passed the Insurance Examination for Life, Health, Accident, and Disability issued by the Commonwealth of Pennsylvania.
Jim is an active member of the Board of Directors of Eagles Fly for Leukemia and Co-Chair of the EFL Annual Night at The Philadelphia Zoo.
To learn more about Eagles Fly for Leukemia, please visit our website at www.eaglesfly.org.
Jim has also served as a member of The Finance Commitee of St. Kevin Parish in Springfield, PA.
Jim has also enjoyed coaching youth basketball at both the CYO and Township levels.
Jim resides in Springfield with his wife Theresa and their daughters Katherine and Christina.
28 West Eagle Road Suite 204
Havertown, PA 19083
Telephone: (484) 455-7095
Fax: (484) 455-7658
Email: jflanagan@jfacfcm.com
Website: http://www.jfacpa.com/

James L. Policchio & Associates, P.C., CPA in Mokena, IL

James L. Policchio & Associates, P.C. believes in service beyond expectation, achieved through a constant commitment to anticipating and fulfilling evolving clients’ needs. Dedicated to pushing the limits of excellence, we stand at the forefront of our industry to provide the finest services attainable. Our Mokena firm stands apart from other companies in the industry by building personal, one-on-one relationships with our clients.
Experienced Accounting
Our group of professionals focuses on progressive accounting and tax services in Mokena to maximize clients’ success and prepare them for the future. We offer years of experience promoting businesses’ financial health, and work with clients in a collaborative process to improve organization and, fulfill duties that allow them to focus on running your business. At James L. Policchio & Associates, P.C., our primary goal as your trusted advisor is to be available for you whenever you need insightful advice that enables you to make informed financial decisions. Our expertise and financial knowledge allows us to provide the best services to our clients.
Proactive Business Tax and Accounting Solutions in Mokena
Whether you’re a self-employed individual looking for the best way to maximize exemptions by incorporating, or you’re a small business owner interested in diversify your business strategy for financial growth, we are here to provide services that best fit your unique situation. We also offer QuickBooks assistance, with an experienced professional available to work with you in terms of setup, tips, and training to effectively use this software for your small business. Our Mokena CPA’s are here to support the use of powerful software to help clients minimize time-consuming tasks in an effective and easily accessible way.
Services for Individuals
As a full-service accounting firm, we are experienced and friendly. Our services help safe guard your assets and get most out of your tax return. Whether you’re looking to better prepare for next’s years tax season or are facing concerns due to unpaid taxes, we provide the services you need to better your financial health. For our individual clients, we take the time to understand your financial concerns and provide proactive solutions. Financial planning is a dedicated step towards preparing for the future, whether that is to save up for a college fund or for your retirement.
Serving the Mokena, IL with Quality Accounting
From tax preparation and planning services to IRS representation, we offer a variety of accounting and tax services to meet your needs. Contact our James L. Policchio & Associates, P.C. for more information about our tax and accounting services today.
James L. Policchio & Associates, P.C.
9700 West 197th Street, Suite 103
Mokena, IL 60448
Phone: (708)478-2035
Fax: (708)478-2039
Email: james@policchiocpa.com
Website: http://www.policchiocpa.com