About
About James Kalaitzis, CPA
Smart. Reliable. Uncomplicated. Local.
Accounting is often seen as a necessary chore—one that’s slow, impersonal, and shrouded in confusing language. James Kalaitzis has built a career around doing things differently. With over 35 years of experience serving individuals and businesses across Long Island and beyond, James offers something that’s becoming increasingly rare: straightforward service, flexible options, and the kind of personal attention that makes you feel like more than just a file in a drawer.
This practice wasn’t built through flashy ads or SEO tricks. It grew the old-fashioned way—client by client, referral by referral, year after year—because people trust James to show up, follow through, and give them the truth, even when it’s not the easiest answer.
Why Clients Keep Coming Back
James is the kind of CPA who’s just as comfortable reviewing your books over coffee as he is sending a Zoom link for a remote check-in. He’s got the credentials and decades of experience—but more importantly, he knows how to put that knowledge to work for people with real lives and real concerns.
Clients love working with James because:
The Office Philosophy
James believes accounting should serve you—not confuse you. That’s why he keeps things practical, conversational, and focused on what matters most to each client.
James embraces clarity, kindness, and professionalism as the foundation for every interaction. But he also adds a layer of Long Island directness: if something isn’t working, he’ll say so. If you’re overpaying, he’ll fix it. If there’s a simpler way, he’ll show you.
This isn't a "franchise feel" firm. It’s personal, responsive, and grounded in the belief that good accounting doesn’t have to feel like pulling teeth.
Work the Way That Works for You
James works with all kinds of people, in all kinds of ways. If you want to sit down face-to-face, he’ll make the time. If you’d rather stay fully remote and upload everything to the portal, that works too. The goal is the same: to keep your financial life running smoothly without wasting your time or overwhelming your inbox.
Secure document exchange via encrypted portal
Phone and email check-ins that actually get returned
Zoom meetings when face-to-face matters
Friendly, familiar support for new and long-time clients alike
A Local Resource with a Big-Picture Mindset
James doesn’t advertise himself as a financial guru or some all-in-one business wizard. He’s a CPA. A sharp one. One who knows how to keep your filings clean, your records solid, and your strategy aligned with your goals—whether those goals are growing your business, managing family assets, or just getting through tax season without a panic attack.
He's also part of the community. His clients are the local business owners you pass on the street and the families you see at school pickups and soccer games. That local presence means a lot—and it shows in the work.
A Bit of Personality, Too
James may work in numbers, but he’s never treated people like data points. He’s known for his dry humor, honest opinions, and ability to make even the most tedious tax talk feel like a productive conversation. And yes—he has strong opinions about coffee, spreadsheets, and the best Greek diners on Long Island. (He’ll tell you if you ask.)
Let’s Work Together
Whether you're just getting started with your finances or looking for a long-term partner to help manage growth, transitions, or yearly filings—James is ready when you are.
Let’s have a real conversation about what you need, what’s working, and what could be better. No pressure. No pitch. Just a call that gets things moving in the right direction.