The quiet confidence of having it all handled.
Year-round accounting, tax strategy, payroll and business advisory for established privately held businesses, professional practices and private clients. Headquartered in Clearwater, Florida, serving clients throughout the United States and internationally.
Led by Fred J. Daus, EA, MBA, NTPI Fellow and Certified Tax Planner, with more than 26 years in taxation, accounting and advisory. Fred began serving clients independently in 1999 and established Fredrick James in 2004. One senior team across every discipline, coordinating with your attorneys and advisors.
For those who have outgrown the ordinary
Four client groups. The same senior team, accountable for the whole picture, behind each.
Privately Held Businesses
Owner-operated companies that need outsourced accounting, tax planning, payroll, and CFO-level guidance from one accountable team.
Outsourced Accounting & CFO →Professional Practices
Dental, medical, med-spa, legal, veterinary and other professional firms, served with benchmarks and industry depth.
The Practice Groups →Private Clients & Entrepreneurs
High-income owners, executives, real estate investors and families with multiple entities, trusts, or multi-state income.
The Private Client Practice →Sports & Entertainment
Athletes, entertainers, creators and talent whose income arrives from ten directions while they are busy performing.
Business Management →Select earlier-stage businesses are accepted when their complexity, growth trajectory or advisory needs justify a full-service relationship.
Six disciplines. One firm. Nothing lost between.
Most firms hand you a service. We hand you a department. Your tax strategist reads your books in real time. Payroll runs alongside the people who plan your year-end. One coordinated firm reduces fragmented responsibilities, unnecessary handoffs, and the gaps that appear when several providers each see only part of the picture.
The best tax result is planned before the return
Most accountants report what has already happened. For clients engaged in year-round planning, tax strategy begins long before the return is prepared. With books, payroll and entities inside one firm, the plan sees what the bookkeeping sees.
A services firm paying its owner entirely in salary moved to a reviewed S-corp structure with quarterly projections. The change produced meaningful annual savings and a known tax number every quarter since. Illustrative example; results depend on facts and applicable law.
We speak your industry's language
Run your numbers before you ever call
See the value in your own numbers first. Calculators and plain-English guides, prepared by our team and free to use.
Practice Overhead Benchmark
Collections against expenses, compared with healthy practice norms.
OPEN →The Jock-Tax Estimator
What multi-state filing costs, and what Florida residency saves.
OPEN →S-Corp Savings Estimator
What a reviewed election could return each year.
OPEN →Florida IOLTA Compliance
Trust accounting rules, with our 12-point field checklist.
OPEN →The measure we hold ourselves to is simple. Between the tax we plan for, the fragmentation we remove, and the surprises that do not happen, the relationship should be worth more than it costs.
These are fit indicators, not velvet ropes. We accept a limited number of new full-service relationships each year so every client receives the senior attention the engagement requires.
One conversation. Everything handled.
Tell us where your finances live today, even if that means fragmented providers and disconnected responsibilities. We will show you what one coordinated firm takes off your plate.
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