Catrice is a Certified Public Accountant with over 10 years of professional experience in the accounting industry. She started her career at JP Morgan Chase and later transitioned to public accounting at LBMC, PC, where she served as a tax manager in the Wealth Advisors group. Catrice is also an adjunct instructor Lipscomb University, where she teaches a graduate level tax course. Catrice has also taught accounting at Middle TN State University.
Catrice decided to start her own firm because she wanted to build deeper relationships with her clients and use her expertise to help young passionate entrepreneurs and career focused individuals like herself to achieve their financial goals and ease their stress with taxation.
She has vast experience in high net wealth taxation, which includes individual, trust and estate, partnership, and small business taxation and planning.
SERVICES
Catrice James CPA, LLC is a boutique CPA firm that offers tax preparation services to small businesses, nonprofits, families, and individuals. A typical client is one who is passionate about their business and/or individual growth. We provide value and unique expertise to our clients by understanding and helping them achieve their business goals, while making sure their tax matters are handled properly.
Tax Services
Catrice James CPA, LLC provides year-around tax services and tax planning to make sure our clients are always up to date on their personal and business tax matters and the current tax law. For individuals, we provide quarterly tax planning and estimates as well as planning for any unusual transactions. For businesses, we provide quarterly tax planning and quarterly tax returns for state and local taxes. In addition, we help our clients settle any federal or state tax notices.
Individual Taxation
Trust and Estate Taxation
Nonprofit Taxation
(Including Private Foundations)
Small Business Taxation
(Partnership, Limited Liability Companies, S-Corporations, and Small Corporations)
Consulting Services
Catrice James CPA, LLC provides tax consulting for small businesses that includes business entity selection and tax projections for unique transactions. We will also review and prepare financial statements and make tax adjustments, but we do not offer auditing or attest services.
We also provide a limited amount of bookkeeping services.
HAPPY CLIENTS SAY:
Catrice is an absolute pleasure to work with year after year. She is extremely knowledgeable and is always willing to take the time to educate me as well. She is a client-focused professional committed to providing the best possible service at all times. I am truly thankful for all the she has done for me and my family.
- Mario F.