Welcome to James Harvey and Associates LLC - Your Trusted Accounting Firm
About James Harvey and Associates LLC
James Harvey and Associates is one of the leading firms in the Cumberland County, Maine area. Combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Whether you are a current or prospective client, rest assured that individuals and businesses who choose James Harvey and Associates will receive competent and timely advice.
Our Mission
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' specific needs through research and sound analysis.
Team
Dedication. Expertise. Passion.
J. M. James, EA, MBA, CFP
Managing Director, Principal
J. M. James is the third generation to have run a small business in the town of Freeport. He has a B.A. in History and an MBA from Brandeis University. J. M. James specializes in all aspects of tax and business planning. He handles individual, corporate, partnership, estate, and trust work. He also offers counsel on business formation, benefits, elder care issues, and college and retirement planning. J.M. James currently resides in Freeport with his wife and three children.
C. E. Harvey, CPA, JD
Partner
C. E. Harvey CPA is a graduate of University of Maine, with degrees in Accounting and Law. Has 25 years of tax, and 15 years of accounting/audit experience. He is proficient in the preparation of individual, corporate, partnership/LLC, gift, estate, and non-profit tax returns. He consults on tax, business formation, social security, retirement, QuickBooks and education issues. He also represents client interests in IRS and State of Maine audits. C.E. Harvey has four children and two Labs. He enjoys spending time with his family and travelling.