Profile

Results

I work with you on a personal level to determine the best solutions for your unique needs, then leverage my seasoned expertise to achieve the best possible results.

Relationships

I am your trusted partner in success. My firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, my firm is ready and capable to handle everything for you so you can focus on what matters most to you.

James Valz, EA

Skills

Financial

• Development and implementation of financial reporting systems
• Financial analysis, debt restructuring and negotiation
• Collections and asset management 
• Experienced in all aspects of tax problem resolution and several areas of taxation
• Preparation of budgets and consistently meeting budgetary goals

IT Systems

• Skilled with word processors, spreadsheets, various accounting packages 
• Proficient with all versions of Windows

Experience

• VP Business Services, LLC, CANTERBURY, NH
  Self Employed Small Business Financial Services, January 1998 – Present
  • Providing an array of small business services for a diverse group of clients. Services include accounting, bookkeeping, consulting, systems analysis, income tax preparation and tax problem resolution.         
• CFX Funding, L.L.C. Manchester, NH
  Controller, January 1995 – January 1998
  • Successfully managed several lease portfolios, including contract compliance, the analysis and control of assets and collection management. Developed and produced reports for originators on a monthly basis. Responsible for budget and audit preparation and compliance.

Education

• U.S. Army    
  Honorable Discharge, 1962 – 1965
• Graduated First in Class, Transportation Supply School
  Champlain College, Burlington, VT
• Accounting, 1969 Cum Laude
  Enrolled Agent with the Internal Revenue Service License # 68896