James David and Associates

James David and Associates LLC is a licensed Wisconsin accounting firm based in Milwaukee serving businesses, executives, and individuals in Southeastern Wisconsin with comprehensive accounting and financial services. The firm is professional, experienced, and affordable, offering a broad range of services tailored to business owners, executives, and independent professionals. Service offerings include tax preparation and planning, business accounting and payroll services, audits and reviews, cash flow management, business valuation, strategic business planning, succession planning, new business formation, nonprofit organization services, internal controls assessment, and litigation support services. The firm also specializes in QuickBooks services including setup, training, and optimization. Additionally, the firm serves diverse industries including construction, dental practices, healthcare providers, hospitality businesses, law firms, manufacturers, and real estate professionals with industry-specific accounting expertise. Clients benefit from personalized attention and professional guidance designed to help them make sound financial and business decisions. The firm emphasizes that accurate tax filing and financial planning are critical to business success and client satisfaction.