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Let’s Make This Easy

Whether you're dealing with a letter from the IRS, ready to file this year’s return, or just need solid answers from someone who knows the tax code inside and out—James Kalaitzis, CPA is here to help.



No bots. No call centers. Just honest, experienced guidance from someone who takes your financial peace of mind seriously.

Reach Out Directly

Phone:

Prefer to talk it through? Give us a call and we’ll make sure you’re taken care of.

Email:

Send over your questions, files, or requests—James or his assistant will follow up promptly.

Office Location (By Appointment)

Smithtown Office

22 Lawrence Avenue Suite 211, Smithtown, New York 11787

Convenient for eastern Long Island clients looking for in-person support.

New to the Firm? Here’s How It Works

Working with James is straightforward—and tailored to you.

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Intro Call or Email

Tell us a bit about your tax situation, timeline, and how you prefer to work (remote or in-person).

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Secure Portal Access

You’ll receive encrypted login details to upload your tax documents safely and at your own pace.

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Review & Guidance

James will personally review your information and follow up with questions, insights, or next steps.

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Approval & Filing

Once you’ve reviewed and approved everything, James files electronically and provides a copy for your records—plus guidance for what’s next.

Clients appreciate how clear and responsive James is throughout the process.

If you’re tired of generic services or feeling rushed, this is different.

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