Robert James

Robert James is a highly experienced professional specializing in insurance, business formation, tax preparation, and financial planning. A graduate of the Peter J. Tobin College of Business at St. John's University with a Bachelor's Degree in Business Administration, he brings a comprehensive approach to establishing corporate structures and ensuring long-term financial health. 

• Business Formation & Tax Strategy: He assists individuals and corporations in establishing entities across multiple states, obtaining Tax IDs, and seamlessly managing both corporate and personal tax filings. 
• Real Estate & Capital Negotiation: Mr. James is actively involved in real estate transactions, representing clients in purchases and sales while skillfully negotiating with mortgage brokers, bankers, and private lenders to secure favorable rates. 
• Minority Business Advocacy: A strong advocate for minority-owned businesses, he guides companies through state and federal certification processes, successfully opening doors to government contracts and partnerships with major corporations. 
• Risk Management: His expertise extends to property and casualty insurance, where he advises clients on customized solutions to protect both personal and corporate interests. 

Mr. James specializes in developing robust business plans that incorporate accounting analyses and financial spreadsheets to strengthen documentation and enhance presentation quality. To ensure strict compliance and fortify funding applications, he expertly prepares detailed financial statements, including Profit & Loss, Cash Flow, and Balance Sheets.