James J. Towey has broad experience in small business and individual tax services, financial consulting, business planning, evaluation and management services. Over the last 20 years he has worked with management in oil & gas, manufacturing, insurance, software development and independent sales business’, providing them with financial and tax guidance. Mr. Towey has provided much of his expertise to individual taxation and income tax resolution with federal, state and local authorities. He has also non-profit experience, advising and providing the financials for two local homeowners associations in the Houston area.

James J. Towey was born and raised in Cleveland, Ohio and graduated in 1976 from the University of Notre Dame with a bachelor of business administration degree in marketing. During that time, he changed his career outlook, became a CPA, and started working with individuals and small businesses; on the side. After a brief stay with an insurance company in 1997, he became an independent consultant with a local tax preparation firm, forming his own corporation, James J. Towey, P.C., and using interpersonal skills to build his current business.

James J. Towey is a Certified Public Accountant, a member of the Texas Society of Certified Public Accountants, a Board Director of The Clear Creek Education Foundation and parishioner of St. Luke the Evangelist Catholic Church. He has lived in the southeast side of Houston since 1988 with his wife of twenty-four years and two college-aged children (Jennifer at Notre Dame & Daniel at Texas A&M).

Mr. Towey is continually seeking to broaden his financial education through his goals of re-establishing his insurance and securities license this year. His focus as always is to maintain good personal contact with all clients’ in order to serve their financial needs in the most efficient way possible.

Brief Description – Comprehensive Experience

“I work with company presidents, IRS agents, teachers and civil service employees. I attempt to convince prospective clients that my knowledge of tax issues is only one part of the service I offer. My personal dedication to their business and tax situation is important and has allowed me to maintain relationships with some of them for over the last fifteen years”.

“I take great pride in my ability to listen to my client and execute the appropriate action to reconcile accounting and tax problems with reasonable solutions. As a professional, I still see many challenges where the small business owner and individual taxpayer are greatly uninformed about many laws that can make their jobs and life easier. I still strive to maintain my clients through direct communication via e-mail, cell phones or fax. I take my work seriously. It is compliance with the laws and your satisfaction that really counts”!

To effectively advise and assist individuals and small business’ in the areas of accounting and tax compliance. My personal commitment to all clients is a hallmark of the profession and one that I will continue to further through my dedication to hard work and honesty.

1. Individual Tax preparation and planning
2. Business Tax preparation and planning
3. Small business bookkeeping and consulting
4. IRS Tax Reconciliation
5. Quick Books consultation and training
6. Corporate consultation and restructuring
7. Non-profit consultation and tax planning

CPA´s, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPA´s have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT

We collect nonpublic personal information about you (or your company) that is either provided to us by you or obtained by us with your authorization.

PARTIES TO WHOM WE DISCLOSE INFORMATION

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS´ INFORMATION.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

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If you have any questions, please call since your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.