Insights by James Moore

Welcome to Insights by James Moore! We believe that helping people and organizations thrive isn't limited to client service. So
we're happy to share our knowledge in a variety of ways - articles, webinars, whitepapers, yearly guides and more.

So take a look around! There's bound to be a resource that helps you.

Insights on topics specific to your industry

Insights on topics specific to business services


Ensure your financial records and other fiscal procedures are compliant and complete.


Keep more money in your wallet through effective, proactive tax preparation and planning.


Get help with your budget, payroll, AR/AP... everything that keeps your organization running!


Make your short- and long-term financial goals a reality with expert guidance and strategizing.


Keep your tech environment efficient and secure with managed IT services, break/fix support and more.


Put our HR expertise to work for you, from recruiting and retention to long-term personnel planning!


Plan for growth, competition, regulations and other factors that affect your financial success.


Lowering your taxes. Improving your operations. Planning for the future. Remaining in compliance. Whatever your goal, you'll find the information you need here.


Our webinars address topics that help you succeed in all areas of your business or organization. Watch our recordings and sign up for upcoming webinars.


Looking for more comprehensive information on hot topics? Our whitepapers take a deeper dive into the issues that impact you the most.

Healthcare Implementation

Articles, forms, and information that help you and your business make informed decisions regarding the Affordable Care Act.

2022-2023 Tax Planning Guide

Our 2022-2023 tax planning guide provides year-round strategies to make the tax laws work for you!

Recent News

James Moore members are gathered at a table in a conference room. The leader of the group is pointing across the table at an employee and smiling. The other two team members at the table are also looking and smiling at the employee.

James Moore Announces July 2023 Firm-Wide Promotions

Congratulations to our team members receiving management and higher promotions throughout our firm! The promotions are effective July 1, 2023. Smoak Allen, CPA, has been promoted to Audit Director at…

Katie Davis Quoted in article by OnFocus

What is the tax picture for NIL collectives? James Moore partner (and Higher Education Team leader) Katie Davis discusses the topic in an article by OnFocus. An established voice in…

Ken Kurdziel Quoted in the Journal of Accountancy

Partner Ken Kurdziel, CPA, was quoted in an article by the Journal of Accountancy. The piece focuses on name, image, and likeness (NIL) collectives and their tax classification status. According to…

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