Trusted Since 1966
James Financial Solutions is a modern tax and accounting firm with a clear purpose:
To bring clarity, confidence, and genuine support to the financial lives of individuals, families, and small businesses.
While the name is new, the roots run deep. For decades, this practice served as a trusted resource for our communities — a place where people felt understood, guided, and cared for. When James Financial Solutions took the helm, we made a promise to honor that tradition while raising the standard for what a modern accounting firm can be.
We kept what mattered most: relationships, reliability, and personal attention.
Then we added what today’s world expects: technology, organization, accessibility, and proactive guidance.
Our Mission
Our Promise
We don’t believe accounting should feel confusing or intimidating. We believe it should feel clear, supportive, and empowering.
Here’s what guides us every day:
1. Clarity Over Complexity
We explain your financial picture in plain English — no jargon, no judgment.
When you understand your numbers, you’re in control.
2. Consistency and Care
We take pride in the details and never rush through important decisions.
Clients stay with us for years because they feel genuinely supported, not processed.
3. Technology That Serves You
Modern tools to make things smoother, faster, and more accurate.
Never let the tech replace the human connection at the heart of our work.
Locations
401 Highland Ave, Somerville, MA 02144
152 King St, MA-3A, Cohasset, MA 02025
James Financial made tax season stress-free with clear advice and friendly support.
M. Lee
Their team helped my small business save money and stay organized all year long.
J. Kim
