James Waite, CPA

At James Waite, CPA, our mission is to help clients maintain financial viability in the present while proactively addressing future goals. We prioritize open communication to understand client needs, conduct thorough research, and deliver sound analysis with high standards of excellence. Located in San Rafael, we serve businesses and individuals across Northern California, offering tailored accounting solutions for industries like construction, engineering, and retail. With over two decades of experience, our firm provides financial statement preparation, business valuation, tax planning, and accounting system implementations. We emphasize immediate attention to client issues, enabling strategic tax and accounting decisions throughout the year. Our services are designed to help clients comply with regulations while understanding the financial implications of their transactions.

James Waite, CPA, CPA/ABV, brings expertise from roles as controller and vice president in mid-sized firms, developing practical solutions for common business challenges. Accredited by the American Institute of CPAs and California Society of CPAs, we combine technical proficiency with community engagement through roles like San Rafael Little League Treasurer and youth soccer coaching. Our commitment to personalized attention ensures clients receive targeted support for their unique accounting needs. We provide accessible resources like downloadable tax forms, financial calculators, and industry-specific guidance to empower informed decision-making.