Profile
JAMES WARD
ListedTax Planning, Accounting, and Bookkeeping in Georgia
About
About
Quest Wealth Advisors is a financial services firm associated with James E. Ward Jr., Managing Partner, serving clients in the Lilburn, Georgia area.
The firm works with individuals, corporations, small businesses, and nonprofits.
Quest Wealth Advisors is a financial services firm associated with James E. Ward Jr., Managing Partner, serving clients in the Lilburn, Georgia area. The firm publicly states that it specializes in personal and corporate income tax preparation and planning, along with accounting and bookkeeping services.
The firm works with individuals, corporations, small businesses, and nonprofits. Its services also include small business and nonprofit registration or organization, with attention to choosing an appropriate corporate entity for tax planning and compliance purposes.
Quest Wealth Advisors notes that clients can use a secure encrypted portal to upload information, and virtual appointments are available. Source materials also identify AFSP among listed credentials and describe experience with federal and state compliance matters.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Remote | ||
| Bookkeeping services | Remote | ||
| Tax planning | Remote | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Lilburn, GA
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