Question 1

What services does the company offer?

Accepted Answer

The company offers a wide range of financial services for individuals, business owners, and independent contractors and professionals. They deliver a full range of value-added and cost-effective services, and they tailor their service to each client's unique situation.

Question 2

What is the company's approach to serving clients?

Accepted Answer

The company takes a proactive approach in their clients' objectives, with the right investment strategies and by developing a sound financial plan. They value open communication, information sharing, and inclusive decision-making, and they aim to serve as their clients' advocate by only giving advice and solutions that are in the best interest of the client.

Question 3

What is the company's role as a certifying acceptance agent with the IRS?

Accepted Answer

As a certifying acceptance agent with the IRS, the company facilitates the issuance of obtaining Individual Tax Identification Numbers (ITINs).

Question 4

What is the company's partnership with Subversivo?

Accepted Answer

The company is delighted to partner with Subversivo as an immigration bond referral agent, offering no GPS, no collateral, and no liability.

Question 5

What additional features does the company's online office provide?

Accepted Answer

The company's online office brings financial services directly into the client's home or business, enabling them to more actively participate in their financial management. Clients can use the financial calculators to assist them in budgeting, financial planning, or determining loan payments.

James Lawrence Associates, LLC. Certifying Acceptance Agent

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About James Lawrence Associates, LLC. Certifying Acceptance Agent

Frequently Asked Questions about James Lawrence Associates, LLC. Certifying Acceptance Agent

What services does the company offer?

What is the company's approach to serving clients?

What is the company's role as a certifying acceptance agent with the IRS?

What is the company's partnership with Subversivo?

What additional features does the company's online office provide?

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