Business Details
38 Years
experience
Trusted Certified Public Accountants in Shreveport & Frisco
Founded in 1988, James Hardy & Haley CPAs has built a reputation for delivering comprehensive accounting, tax, and consulting services with a focus on personalized client support. Our team of professionals brings over 93 combined years of experience, serving clients across diverse industries while maintaining an intimate, client-centric environment. We specialize in tax compliance, financial statement audits, business consulting, and forensic accounting, leveraging expertise gained from working with top-tier firms. With offices in Shreveport-Bossier, Louisiana, and the DFW Metroplex, Texas, we provide nationwide access to services tailored to businesses, individuals, and nonprofit organizations. Our commitment to community involvement and continuous professional development ensures clients receive both local insight and national expertise.We prioritize responsive service, internal control optimization, and strategic planning to address evolving regulatory challenges. Our team includes certified public accountants, QuickBooks specialists, and consultants proficient in multi-industry practices. Recognized as Frisco Style's Best of Business in 2019, we maintain memberships in leading professional organizations to uphold industry standards. Through three decades of service, we have cultivated a culture that balances technical excellence with personalized attention, ensuring clients receive actionable solutions aligned with their financial goals.
Services
Tax Preparation
Financial Audits
Business Consulting
Forensic Accounting
Payroll Tax Services
Estate Tax Planning
Internal Control Analysis
Nonprofit Compliance
QuickBooks Consulting
Retirement Planning
Details
- Year established: 1988
Highlights and features
- We offer 93+ years of combined experience in accounting and consulting services.
- Our team includes certified public accountants and QuickBooks specialists.
- We serve clients across 50 states with localized expertise in Louisiana and Texas.
- Our services span tax compliance, forensic accounting, and business consulting.
- We maintain memberships in leading professional organizations like AICPA and state CPA societies.
Services
Tax Preparation
We prepare corporate, individual, trust, and nonprofit tax returns while providing strategic planning for estate, gift, and state tax compliance. Our team monitors regulatory changes to optimize tax-saving opportunities. Clients receive personalized projections and transaction advisory support for complex tax scenarios.
Financial Audits
Our certified professionals conduct audits, reviews, and compilations for non-public companies, nonprofits, and government entities. We ensure financial statements meet GAAP standards while identifying internal control improvements. Services include forensic investigations and peer review team support.
Business Consulting
We offer strategic planning, mergers and acquisitions guidance, and business performance optimization. Our consultants specialize in management advisory, IT services, and policy development to enhance operational efficiency across industries like healthcare, real estate, and manufacturing.
Forensic Accounting
Our forensic experts analyze financial discrepancies, support litigation, and conduct internal investigations. Services include asset tracing, embezzlement detection, and expert testimony for legal proceedings, combining accounting expertise with investigative rigor.
QuickBooks Consulting
We provide QuickBooks setup, training, and troubleshooting for small to mid-sized businesses. Our specialists optimize bookkeeping processes, reconcile accounts, and integrate systems to improve financial reporting accuracy and operational efficiency.
People
Phillip Haley, Jr.
CPA/Partner
With over 25 years in accounting, Phil specializes in tax planning, forensic accounting, and attestation services. He graduated from Louisiana Tech with a BS in Accounting and MBA, and has led audits for KPMG and James Hardy & Haley.
Kevin Trimble
CPA/Partner
Kevin focuses on tax strategy, QuickBooks consulting, and audit engagements. A Louisiana State University graduate, he joined the firm in 2011 and serves as church treasurer, combining technical expertise with community leadership.
Vee Alidema
CPA
Vee provides tax and audit services with expertise in nonprofit compliance and multi-language client support. She graduated from Centenary College, holds QuickBooks certification, and contributes to church missions like Feed the Hungry.
Justin Vinz
CPA
Justin specializes in audits for nonprofits, employee benefit plans, and government entities. With 13 years of public accounting experience, he focuses on internal controls and forensic accounting, maintaining AICPA membership.
Brandon Carr
CPA
Brandon handles tax preparation, audits, and financial reporting for businesses and nonprofits. A Louisiana State University graduate, he joined the firm in 2020, combining recent academic training with hands-on accounting experience.
Questions
What accounting services do you offer?
We provide tax preparation, financial audits, forensic accounting, business consulting, and QuickBooks support for businesses, individuals, and nonprofits.
Do you serve clients outside Louisiana and Texas?
Yes, our services extend to all 50 states through remote collaboration and nationwide accounting expertise.
Are your accountants certified?
All our accountants are Certified Public Accountants (CPAs) with specialized training in tax, audit, and consulting services.
What industries do you specialize in?
We serve healthcare, real estate, manufacturing, nonprofit, oil and gas, and professional services industries with tailored accounting solutions.
Can you assist with business succession planning?
Yes, our consulting team offers estate planning, retirement strategies, and business transition advisory services to ensure long-term financial stability.
