631-543-7700

James Moran, Partner

James Moran

James Moran

Partner

James is a Certified Public Accountant who has been a member of the firm since 2000. His ability to solve clients’ problems independently, in an efficient and effective manner, has made him an invaluable part of the management team. James is experienced in preparing individual, partnership, and corporate income tax returns, as well as sales and employment tax returns. He also performs audits and reviews of clients’ financial statements and prepares audited, reviewed, and compiled financial statements. In addition, James assists clients with business and tax planning and successfully represents them before various taxing authorities.

Prior to joining the firm, James worked on the accounting team at C-SPAN in Washington, D.C., and at a small public accounting firm. He received his degree in Accounting from Marymount University in Arlington, Virginia.

Want a Partner like Heritage in Your Business’ Corner?

Schedule a Consultation
The Four Pillars of a Financially Healthy Business
Free Download

The Four Pillars of a Financially Healthy Business