

More Resources. More Expertise.
The Same Personal Service.
Courtney & James Tax and Accounting was formed to expand the depth and capacity of services available to our clients—while preserving the personalized, relationship-driven approach they expect.
Operating as a sister firm to James Harvey & Associates, Courtney & James functions under the same organizational umbrella, sharing internal resources, systems, and professional expertise. This structure allows us to offer broader support without compromising continuity or quality.
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Built to Support Growing Needs
As businesses and families face increasingly complex financial decisions, accounting firms must grow with intention. Courtney & James Tax and Accounting was established to expand service offerings and increase capacity—without sacrificing responsiveness, personal attention, or clarity.​
​What This Means for Clients
Clients working with Courtney & James can expect the same high standard of service, now backed by deeper resources. Our team remains focused on personalized, relationship-driven support, with consistent pricing and transparent communication.
Through close collaboration with James Harvey & Associates, clients also benefit from expanded expertise and shared internal resources—providing more support behind the scenes while keeping the trusted experience front and center.
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How We Work with James Harvey & Associates
Courtney & James Tax and Accounting operates alongside James Harvey & Associates as a sister company within the same firm structure. While each firm maintains its own client relationships and areas of focus, both teams collaborate closely.
By sharing technology, operational support, and professional knowledge, we’re able to strengthen service delivery while preserving the continuity and familiarity clients value.
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Looking Ahead
As part of a larger organization, Courtney & James Tax and Accounting is well positioned to introduce additional services and specialized expertise over time. These enhancements are designed to meet evolving client needs while maintaining the high standards both firms are known for.
We believe growth should feel intentional and reassuring—not overwhelming. That belief is built into everything we do.
Let’s Start the Conversation
If you’d like to learn more about Courtney & James Tax and Accounting or how our team works alongside James Harvey & Associates, we’d love to connect.
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