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

ASSURANCE

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

TAX

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

ACCOUNTING & CONTROLLERSHIP

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

TECHNOLOGY SOLUTIONS

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

HR CONSULTING

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

BUSINESS ADVISORY

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

Articles

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

Webinars

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.

Whitepapers

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.

2024-2025 Tax Planning Guide

Our 2024-2025 tax planning guide provides year-round strategies to make the tax laws work for you!

Upcoming Events

Check back soon for upcoming events

Recent News

The 2024 Best-in-Class Employer badge awarded by Gallagher.

James Moore & Co. Named a U.S. Best-in-Class Employer by Gallagher

James Moore & Co., P.L. (James Moore) has been named a U.S. Best-in-Class Employer in Gallagher’s 2024 U.S. Benefits Strategy & Benchmarking Survey. Gallagher, a global insurance brokerage, risk management…

A headshot of Katie Davis, CPA, is featured alongside the text "Our Team in the News!" and the James Moore logo, highlighting a news update about the team.

Katie Davis Appears on The Beat of Sports: Are College Athletes Paying the Proper Taxes?

James Moore partner Katie Davis continues to share her expertise on pressing collegiate athletics issues, recently appearing as a guest on The Beat of Sports with Marc Daniels on iHeartRadio…

A headshot of Katie Davis, CPA, is featured alongside the text "Our Team in the News!" and the James Moore logo, highlighting a news update about the team.

Katie Davis Quoted in SBJ Article: New Tax Standards for NIL Collectives

James Moore partner Katie Davis is once again in the spotlight, this time quoted in a Sports Business Journal article analyzing the recent IRS guidance on college NIL collectives. The…