Prudent Professional Advisors is a U.S. company performing business management services, accounting, audits, recovery audit reviews throughout the united states. We are based in Houston, TX. With over 30 years of experience, over 1000 client reviews, and hundreds of testimonials, Prudent Professional Advisors is a respected organization in North America offering a wide variety of services including: Accounts Payable Recovery, Commodity Tax, VAT Tax, Contract Compliance, US Sales and Use Tax, Vendor Credit, Worker’s Compensation, Leases, General Liability, Utilities/Gas/Electricity, Telecom/IT Data Wireless, Waste Management, Copiers, and Procurement Cost Savings Consulting, CFO, Full Service Accounting, Business Plans and Business Consulting.
I enjoy working with stakeholders and business owners to pursue their aspirations and achieve goals set forth. I enjoy working across a diverse mix of industries and individuals helping them to better understand and manage operationally and administratively. I enjoy keeping apprised of new laws, regulations and performing accounting, administrative and consulting tasks.
Notary services are fast and convenient. I met James through a business encounter with a client. I have since retained him for notary countless times as well as in an advisory capacity. Smart guy, positive energy!!!
James was heaven sent. I had an idea and passion without a solid plan. I purchased three food trucks and thought I would have the ability to operate freely. There were many things I did not realize or understand about the industry. I added a commissary to the operation which proved to be extremely beneficial and a new revenue stream. James was very knowledgeable, patient, understanding and reliable. He slowed things down for me, made sense of the industry and my situation, provided a business plan for me to follow, formed an LLC, EIN, set up QuickBooks and maintained my accounting. He was caring and concerned as I was of protecting my investment which came from my retirement account. He helped me to consider an exit strategy and I am forever grateful. I would recommend James and his company to anyone who needs accounting and business consulting.
Working with James was a pleasure. Not only is he astute and knowledgeable, he’s an excellent listener which led to a dialogue that allowed my project to excel. I can’t thank him enough, and undoubtedly will refer him to others while looking forward to my next venture. James is definitely a quality professional to have as part of your team.
A new customer will typically reach out to me with questions, concerns, description of their issue and/or request a specific service. I will consult and give feedback and possible next steps. Should the nature of concern be more complex, I may require additional time (usually up to 72 hours) to arrive at a succinct response.
I have a BBA in accounting and MBA in Finance and various certifications. I complete continuing education hours which are mandatory for certification and tax privilege.
There is a standard pricing system for standard services. In addition, there are hourly rates that apply to cases which require more time to process or in a cases where circumstances are above or beyond the scope of standard invoicing.
I started working part-time tax seasons since high school. I continue throughout college and into my professional career. I have worked independent boutique tax offices, HR Block, Jackson Hewitt, CPA firms as well as a proprietor. Other professional experience includes, City of Houston, M.D. Anderson Cancer Center, Home Healthcare, Oil & Gas, Infrastructure and Utilities and Capital Management. I enjoy serving individuals, small and medium sized businesses while finding meaningful exemptions, deductions, write-offs and helping them to realize goals and achievements.
I have had the pleasure of serving individuals, small and medium sized businesses while leveraging experience derived from large corporate, institution and municipality roles.
I am fond of helping individuals collect refunds owed to them. I am fond of helping business owners collect refunds and find pertinent deductions relating to their entity and industry. I am most fond of tax planning for individuals to keep more money throughout the year when it is needed most. I am most fond of helping business owners with organizing, planning, increasing revenue and retaining profit.
Speak with a professional and help them to understand what you want and wish to achieve, set clear expectations, understand their process, understand expectations set for you, feel comfortable about your decision to move forward and finalize.
Who will I have to service my needs or concerns? Is this person capable of servicing my needs?
What service(s) do I need? Will there be follow on services needed or required?
When should this service be performed? Is there a deadline? Should I make an appointment?
Where is the servicer? Do I need a local servicer? Mostly personal preference but in today's climate many services are remote or moving to remote.
Why do I need this service?
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