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Joyal Jose
James P. Heelan, CPA, P.C. is a full service tax, accounting and consulting CPA practice serving individual and small business clients in all industries. Their mission is to provide effective and efficient tax preparation, accounting and consulting services.
Experience
Education: Western State Colorado University B.A., Accounting, Summa Cum Laude
Specialization
- Tax Compliance, Planning, Consulting
- Bookkeeping/payroll
- Financial statement compilation
- CFO for Hire
- Buy/Sells and like-kind exchanges
Services
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Tax Prep$1,500+
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Tax Planning
$300/hr
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Equity Tax Planning
$500/hr
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Business Taxes
$500/hr
Client Testimonials
How to work with Harness
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Set up a free intro
Your personal (human) concierge will help you schedule introduction(s) to your selected advisor(s).
Experience
Experience: 25+ years
Previously: Tax advisor at CBIZ LD, Vavrinek, Trine, Day & Co., LLP, and Krohn, Watters & Hicks LLP
Education: BBA, Business Economics from University of San Diego
Qualifications:
- Certified Public Accountant (CPA)
- Member of American Institute of CPAs (AICPA)
- Member of TriValley Estate Planning Council
Specialization
- Hedge funds, Private equity funds and Real estate funds
- Tech Executives, Real Estate Agents
- Estate & Trust taxation
- Entrepreneurs & Startups/Equity Compensation
Services
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Tax Prep
$2,000+
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Tax Planning
$400/hour
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Equity Tax Planning
$500/1-hour
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Business Taxes