James Baker & Associates CorpReviews of jamesbakercpa.com

I'm a Guatemalan entrepreneur and I hired Baker Tax & Advisory Group to form my US company. From the very first contact through every step since, the experience has been excellent. Moises Uzcategui handled the initial introduction and made sure I was connected with the right people immediately. Andres Serna, my Customer Success Manager, has been outstanding — patient with every question I asked, and I asked a lot of them. Forming a company in a foreign country raises real doubts about registered agents, EIN, ITIN, state registrations, and banking, and Andres answered each one clearly and without ever making me feel like I was asking too much. Paulina Monsalve reached out proactively to explain the tax calendar before I even had to ask. What I value most is that they do what they say. My company was formed in Wyoming, the EIN came through, the foreign registration in Alabama was handled, and the ITIN process was started in parallel without me having to push for it. When I asked specific questions about compliance obligations, I got specific answers in writing. For anyone outside the United States trying to set up a business there, the hardest part is not knowing what you don't know. This team fills that gap with patience and professionalism. Highly recommended. And of course James super easygoing!!!

Very professional, always helpful, and quick to reply to any inquiry. A pleasure to work with.

Thanks to to the Team - Great Service 💪

Serious Warning: Missing Debit Cards, Lost Bank Access, and Approximately $23,000 Unaccounted For I hired James Baker & Associates Corp to assist with opening Bank of America personal and business accounts for me and Tech Aabid LLC. I paid a $2,500 account-opening fee and approximately four months of the agreed $250 monthly service fee for card forwarding, tax assistance, and ongoing company support. My dealings involved James Baker’s representative Marlin and Ricardo/JBCPA, to whom James Baker’s side directed me through WhatsApp. Both debit cards were delivered to James Baker CPA’s address for forwarding to me. However, I never received or activated either card—even after waiting more than three months. At that time, my personal account contained approximately $20,000 and my Tech Aabid LLC business account approximately $3,000. I later received low-balance alerts indicating that both accounts had fallen below $100, and I also lost access to my online banking. I did not authorize anyone to activate or use the cards, withdraw or transfer these funds, change my login credentials, or modify my registered phone number or email. I also did not knowingly provide any authorization code. To the best of my knowledge, the only authorized persons associated with the accounts were myself and James Baker. Despite the seriousness of the situation, I have not received a satisfactory explanation regarding: * Who received and retained my debit cards; * Whether the cards were activated and by whom; * How I lost access to online banking; * How approximately $23,000 became unavailable across the two accounts; and * Why my emails and messages have largely been ignored. Instead of urgently helping resolve the missing cards, lost access, and funds, Ricardo/JBCPA continued requesting the $250 monthly fee. I stopped paying only after months of not receiving the cards and essential support services. A formal bank investigation must determine exactly how the funds were removed and identify everyone involved. Nevertheless, James Baker’s office received my confidential bank cards, failed to forward them, had authorized involvement with the accounts, and has not adequately explained what happened. Based on my experience, I cannot recommend James Baker & Associates Corp, Ricardo/JBCPA, Marlin, or any associated service provider. I strongly advise prospective clients never to allow a third party to receive their debit cards, control banking credentials, manage security information, or become an authorized person without strict written safeguards. I have preserved my WhatsApp conversations, emails, payment records, bank alerts, and other supporting evidence for Bank of America, review platforms, law-enforcement agencies, and relevant authorities. This matter remains extremely serious and unresolved. — Owner, Tech Aabid LLC

We've used James Baker Tax Services for our car wash business and couldn't be happier. Professional, thorough, and always quick to respond whenever we have a question. They take the stress out of the tax side of things so we can focus on running the business. Highly recommended

One of the best Cpa out there definitly recomend

I've been working with James Baker & Associates for several years now, and it's always been a pleasure. They're punctual, communicate clearly, and are always supportive and helpful.

I used James Baker & Associates for my LLC setup, mail forwarding, and ITIN application. The ITIN took about a year. That is the headline, but the pattern was the same across every service they touched. I paid up front. Then nothing. No confirmation of submission, no tracking number, no proof my application ever reached the IRS. Every update I got came only because I chased for it, and the answer was always some version of "we're prioritizing it." Most of my emails were never answered at all. Communication is the real failure here. You end up managing the company you already paid. Mail forwarding was a nightmare. Slow, and it felt like nobody was actually checking the box. I had to chase them for my own Wyoming annual report. No reminder, no nudge. That's the kind of thing I'm paying a registered agent to stay on top of. The operating agreement was a generic template. Typos in it, and a few clauses that made no sense for how my company is set up. One fair thing. They extended my address lease at no charge because the ITIN dragged on so long. Credit where it's due. But that's a patch, not a fix. If I had known this meant a year of chasing, I would have used someone else from the start. If you need a provider you can actually rely on, look elsewhere.