James Mayo, CFA, EA — IronFjord Tax

This is not a low-cost, high-volume firm. I specialize in investments, retirement, and taxes. I work with professionals building wealth, retirees seeking tax-smart withdrawal strategies, and small business owners looking to save on taxes. I also provide expert guidance on complex situations such as inherited IRAs—and much more. If the cheapest option is your priority, services like TurboTax or H&R Block may be a better fit. If you want a professional who connects your tax return to the bigger financial picture, that’s where I step in. Clients include individuals, families, retirees, and business owners with investments and retirement accounts. My focus is always on accurate returns, proactive planning, and clear guidance. As an Enrolled Agent (EA), the highest credential awarded by the IRS, and a Chartered Financial Analyst (CFA), the most respected designation in investments, I bring both tax and investment expertise to the table—ensuring your plan is coordinated and your long-term goals stay on track.