James Harvey & Associates Expands to Better Serve Our Clients this Tax Season!

We’re excited to share an important update about the continued growth of James Harvey & Associates.

Effective January 15, 2025, James Harvey & Associates has acquired Courtney & James Tax and Accounting . As part of this expansion, Courtney & James Tax and Accounting will operate as a sister company under the name Courtney & James Tax and Accounting, working alongside James Harvey & Associates under the same organizational umbrella.

What This Means for Our Clients

First, and most importantly—there are no changes to your current services.

• You will continue working with the same James Harvey & Associates team

• Our firm name, structure, and day-to-day operations remain the same

• Fees and existing services are unchanged

• Office locations and contact information remain the same

James Harvey & Associates continues to be your primary firm. This acquisition was designed to strengthen what already works—not disrupt it.

Why We Made This Decision

Over the past year, we’ve been intentional about planning for long-term growth in a way that benefits our clients and our team. By acquiring Courtney & James Tax and Accounting , we’re able to expand capacity, share expertise, and make additional services available—without sacrificing responsiveness or personal service.

In a region where finding and retaining experienced professionals can be challenging, this structure allows us to invest more deeply in people, systems, and specialized support.

A Shared Vision

Courtney & James Tax and Accounting shares our commitment to high-quality service, strong client relationships, and a people-first culture. After an extensive search, it was clear that bringing the firm into our organization was the right fit—both strategically and culturally.

As Courtney & James Tax and Accounting grows alongside James Harvey & Associates, both firms will collaborate closely, sharing internal resources and expertise to better support clients now and in the future.

Looking Ahead

While nothing changes today, this expansion positions us to offer broader services and deeper expertise over time. We look forward to sharing those enhancements as they’re introduced—and discussing how they may benefit you.

If you have any questions about this update, we encourage you to reach out. We’re always happy to talk.

Thank you for trusting James Harvey & Associates. We’re excited about what this next chapter allows us to deliver—now and for years to come.