Long Island Tax Support That Works for Real People
Smart, no-nonsense guidance from a CPA who’s been there, done that—and still picks up the phone when you call.
Whether you're a Long Island homeowner juggling a busy family life, or a small business owner drowning in receipts, James Kalaitzis, CPA offers the kind of dependable, relationship-first tax support that’s hard to find these days. With over 35 years of experience serving the community, James combines big-picture thinking with hands-on service.
What You Can Expect
Straight talk.
No overly complex language or vague promises—just clear answers and honest advice.
Options that fit your life.
Meet in person or handle everything remotely—James adapts to you, not the other way around.
A CPA who actually remembers your name.
Long-term relationships are the norm, not the exception.
A website that saves you time.
Find what you need, when you need it—no more digging through emails for links.
Featured Services
Small Business Tax Services
From family-run restaurants to architects, tradespeople, and professional firms, James supports a wide range of local businesses across Long Island. You’ll get a sharp eye on deductions, practical planning for the year ahead, and answers when you need them. On-site meetings? No problem. Remote support? Also great. Whatever helps you stay focused on growing your business.
Personal Tax Filing (1040s and More)
Some people just want to drop off their paperwork once a year. Others like to sit down and walk through the details. James accommodates both—and everyone in between. Whether you’ve got multiple states to file, big life changes to navigate, or just need to avoid surprises at tax time, you’re in good hands.
Proactive Tax Planning
James doesn’t just help you file what’s due—he helps you avoid future headaches. With his long-term clients, it’s common to talk strategy ahead of time, especially when big financial changes are on the horizon. Retirement, expansion, inheritance, education—whatever’s coming, let’s make sure the IRS doesn’t get more than it should.
Remote Access & Digital Tools
You don’t have to come into the office to get the full experience. Upload securely through the portal, get your return electronically, and check your refund status—all with a few clicks. But if you want to sit down and chat, James is just as comfortable doing it the old-school way.
Who James Works With
ManagEment & Planning
For Individuals
Whether you’re a retiree, a young professional, or a growing family on Long Island, James brings the same attention to detail and personal investment to every return. If you’ve been frustrated with cookie-cutter tax services or left in the dark by one-size-fits-all firms, you’ll feel the difference right away.
- Multistate tax filing experience
- No-pressure consultations—explanations without the sales pitch
- Longstanding client relationships built on consistency and trust
professional Accounting
For Local Businesses
Most of James’s business clients have come through word-of-mouth—and they stick around. Why? Because he shows up. Whether it’s responding to an off-season question or walking you through year-end strategy, he meets you where you are and helps you stay ahead of the curve.
- Specializes in service-based and trade businesses
- Experience with LLCs, S-Corps, and sole proprietorships
- Keeps communication clear and expectations realistic
Meet
James Kalaitzis, CPA
James isn’t a recent career-changer or fresh out of business school. He’s been doing this for almost four decades—and he still loves the work. Raised and rooted in Long Island, James understands the rhythm of the local business community and the personal needs of families here. He doesn’t try to be the biggest firm or the flashiest. His focus is simple: be good at what you do, treat people well, and build something that lasts.
His practice has grown quietly and steadily, mostly through referrals and reputation. Clients trust him not just for the numbers—but because they know he’ll shoot straight, follow through, and be there when it matters most.
Helpful Resources
(That Actually Help)
Client Portal
Skip the inbox search. Log in through the portal to upload documents, send messages, or grab what you need. Secure and simple.
“Where’s My Refund?” Tool
The IRS refund tracker—linked right on the site. Because yes, everyone wants to know.
Newsletter Archive (Coming Soon)
James likes to share a few timely tips and friendly reminders throughout the year. Check back soon for newsletters and updates.