Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.

Located in San Rafael, our firm provides accounting services to businesses and individuals throughout Northern California. Services include financial statement preparation, business valuation, tax planning and preparation, and accounting and job cost systems solutions. We serve clients in many industries including, but not limited to, construction, engineering, wholesale distribution, design, retail and personal services.

Services are available throughout the year and are just a phone call or email away. You will receive immediate attention to your issues so transactions can be planned to get the most favorable tax or accounting treatment. Beyond helping you comply with the tax laws and financial reporting requirements, we also help you understand the tax or accounting implications of transactions, enabling you to be proactive and make informed decisions as you operate your business. At James Waite, CPA all our clients receive personal attention to address their specific accounting needs.

Jim’s background includes over twenty years of CPA experience in a variety of positions including controller and vice president of several mid-size firms. He has operated as a sole practitioner or member in a CPA firm since 1992. These experiences required him to deal with and develop practical and cost effective solutions to many of the same issues and obstacles that most business owners face.

Accreditation, Education & Professional Affiliations
• Certified Public Accountant (CPA) in California
• Accredited in Business Valuation (ABV)
• B.S. in Math, California State University, Hayward
• Member, American Institute of Certified Public Accountants
• Member, California Society of Certified Public Accounts

Community Involvement
• Board Member & Treasurer, San Rafael Little League
• Coach, San Rafael Youth Soccer Club
• Volunteer Tutor, San Rafael City Schools

cpainfo@cpawaite.com (415) 256-8076