Firm Details

CPA Referral Service

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John M. James, Ltd.

Address 1605 W Wayzata Blvd, PO Box 712
City Long Lake, MN, 55356-9300
Phone 763-227-7909
Contact John M. James
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About John M. James, Ltd.

I have been providing accounting and tax guidance for over 30 years. I am experienced in working with individuals, business owners, and corporations on multiple levels, and this experience gives me the breadth of knowledge needed to assist clients. I received my Bachelor of Accountancy from the University of Minnesota, Duluth. I am a licensed CPA. I am able to focus on providing assistance to individuals and business owners regarding income tax and estate planning strategies, retirement planning strategies (401(k), SEP, ESOP, etc.), as well as helping client families navigate the challenges of aging parents, including health care, living arrangements, and wealth transfer. I grew up in Maple Plain, Minnesota and currently live in Medina, Minnesota with my wife, Lisa. We have one daughter and participate in church, community, and sporting events as a family. In my spare time I enjoy playing hockey, fishing, and hunting. I am a member of the Orono Lions Club and volunteer in community and charity opportunities. For a complimentary initial discussion or to schedule a meeting, contact or (763) 227-7909.

Individual services

  • Bankruptcy
  • Divorce
  • Eldercare
  • Estate/trust
  • Free initial consultation
  • IRS representation
  • Personal financial planning
  • Tax-individual
  • Wealth management

Business services

  • Audit
  • Audit-single audit
  • Bankruptcy
  • Bookkeeping
  • Business startups
  • Business succession planning
  • Cash management
  • Employee benefit plans consult
  • Free initial consultation
  • IRS representation
  • Payroll
  • Projections/forecast
  • QuickBooks
  • Reviews/compilations
  • Small business consulting
  • Tax-business
  • Tax-multistate
  • Tax-property
  • Tax-sales
  • Technical consulting

Industries served

  • Agriculture
  • Arts/Entertainment
  • Child/Day Care
  • Construction
  • Engineering
  • Financial Institutions
  • Franchisees
  • Health Care
  • Hotels/Resorts
  • Information Technology
  • Insurance
  • Law Firms
  • Manufacturing
  • Nonprofit
  • Printing
  • Professional Services
  • Real Estate
  • Religious Organizations
  • Restaurants
  • Retail
  • Self Employed
  • Service
  • Trucking
  • Wholesale

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