- Banking relationships
- Consultant advisory
- Divorce consultant
- Employees and executives of public and closely-held businesses
- Financial planners
- Litigation support
- Manufacturing companies
- Individual clients
- Physicians
- Representation with IRS matters/tax settlements
- Real estate, including apartment owners, developers, builders and contractors, sales, management and related areas
- Record keeping assignments
- Retailing
- Restaurants
- Steel marketing company
- Tax planning and advice
- Trust and estate services
James William Turtle, CPA, CVA 