James Harvey & Associates LLC

At James Harvey and Associates, we know numbers aren’t everyone’s best friend—but lucky for you, they’re ours. Our team of seasoned CPAs, tax pros, and business strategists are here to crunch the numbers, decode tax laws, and handle the financial fine print so you don’t have to.

We specialize in everything from tax prep and business consulting to QuickBooks guidance and audit defense (yep, we speak IRS so you don’t have to). Whether you're a small business owner looking for stress-free remote tax prep or someone just trying to maximize deductions without losing sleep, we've got you covered.

Working with our CPAs is kind of like having a financial GPS—except we don’t yell at you for taking the wrong turn. We’ll guide you through tax season, business decisions, and financial planning with expertise, clarity, and just enough personality to make it painless.

Managing Director, Principal

J. M. James, EA, MBA, CFP

As a third-generation small business owner in Freeport, J.M. James knows firsthand the challenges and rewards of running a business. With a B.A. in History and an MBA from Brandeis University, he combines analytical expertise with a deep understanding of financial strategy.

J.M. specializes in tax and business planning for individuals, corporations, partnerships, estates, and trusts. Whether you need guidance on business formation, benefits, elder care planning, or mapping out a stress-free retirement, he’s got you covered.

When he’s not navigating tax codes or crafting financial strategies, J.M. enjoys life in Freeport with his wife and three children—because even tax pros need a break from spreadsheets now and then!

Partner

C. E. Harvey, CPA, JD

With 25 years of tax expertise and 15 years of accounting and audit experience, C.E. Harvey knows his way around the numbers—and the fine print. A graduate of the University of Maine with degrees in Accounting and Law, he brings a wealth of knowledge to every client he works with.

C.E. specializes in preparing individual, corporate, partnership/LLC, gift, estate, and non-profit tax returns, as well as consulting on business formation, social security, retirement, QuickBooks, and education planning. If you find yourself facing an IRS or State of Maine audit, don’t sweat it—C.E. is an expert at representing client interests and navigating tax complexities with ease.

When he’s not tackling tax challenges, C.E. enjoys spending time with his four kids and two Labs or traveling to new places (presumably to escape tax season… for a little while).

Our Team of Experts

Our Team.

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