James Baker & Associates CorpReviews of jamesbakercpa.com

I paid James Baker CPA around $8,000 over two years. In my experience, the service came nowhere close to justifying that price. Communication was painfully slow. Their email team often took far too long to respond, and some questions went unanswered until I chased them again. Basic answers should not require repeated follow-ups when you are paying thousands for professional support. The compliance issue was the final straw. They filed my previous Wyoming annual report on September 22, 2025. When I later asked when my annual service had been paid, their team told me September 30, 2025. I understood that to mean my annual coverage continued through September 30, 2026. Given that they handled the previous report before September 30, I expected the 2026 report to be handled within my paid service period too. My decision not to renew should not erase obligations already covered by my payment. Instead, after ending the relationship, I discovered that Wyoming’s official registry showed my LLC’s tax standing as DELINQUENT. As of October 8, 2026, the company remained active, but no 2026 annual report appeared. Their team confirmed it hadn’t been filed and referred to an unsettled renewal quote. I have asked them to explain exactly what my existing payment covered and identify any contractual basis for excluding this filing. That remains unresolved. Even the handover wasn’t proactive. When our business relationship ended, they didn’t offer a closing package. I had to request it myself. They eventually supplied documents, but I was still left chasing coverage dates, outstanding obligations and who would resolve the unfiled report. After around $8,000 in fees, I shouldn’t have had to manage my own accountant’s offboarding. A pile of documents, supplied after prompting, is not the same as a clear and properly managed exit. I hired professionals to reduce my administrative burden. Instead, I paid thousands and ended up checking the state record, piecing together what had been done and demanding basic accountability. In my experience, the fees were premium and the service was not. Seriously overpriced, deeply disappointing and an embarrassingly poor finish to the relationship. I would not hire them again or recommend them. Find a reasonably priced provider that communicates reliably and makes its responsibilities clear.

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

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.

This is a complete scam. As a non-resident founder - i was looking for a solution that could get me payment processor and banking access. I scheduled a 30 minute free call with a certain Moises Uzcategui and explained the business model, also the fact that we are considered a high risk business and a MCC 7273 classified company. They didn't have a solution then so they asked me to write everything down and promised to revert. They reverted in two days and said we cannot guarantee a payment processor but if you schedule a $250 call (discounted from $500) then James Baker himself can speak with you and find a solution. i happily obliged. Meeting with James baker started and the first thing i hear is that , sorry we've read what have shared about your business and we don't have a solution. While $250 isn't such a problem, it is the dishonest approach to doing business that is. Knowing full well that they cannot solve a problem, they decided to spin the yarn just a bit and pocket the money for absolutely nothing.

Promised U.S. bank account, couldn’t deliver, then charged to dissolve the company I engaged James Baker & Associates as a non-U.S. resident based on their explicit representations that they could help open a physical U.S. business bank account remotely. This was the core reason I purchased their “Peace of Mind + Banking” package. The company formation itself was completed, but despite months of effort, extensive documentation, and full cooperation on my side, they were unable to successfully open a physical U.S. bank account as represented. Each proposed option either failed, changed materially from what was initially described, or came with requirements that made it impractical. Because the business had no ability to operate without a bank account, I requested to stop and unwind the structure. I was then charged an additional $1,500 to dissolve a company that only existed because of their banking claims. While a partial refund was issued, the dissolution fee was retained. From my perspective, this fee would not have existed had the service been accurately represented from the beginning. Communication was initially responsive, but once refund discussions began, the tone shifted to rigid policy language. Even after the CEO acknowledged the situation in later conversations, the firm ultimately declined to adjust their position. I am sharing this so other non-U.S. founders clearly understand the risks and limitations before relying on banking representations. I would strongly recommend getting written, bank-specific confirmation directly from the bank before proceeding with similar services.

I normally never write negative reviews, but I feel I have to share my experience. I hired James Baker & Associates to assist me with my ITIN application. I paid for the service almost 12 months ago, and since then I have not received a single update, confirmation of submission, tracking number, or any proof that my application was actually filed with the IRS. The only replies I received were promises that it was being “prioritized,” but nothing concrete ever followed. My follow-up emails over the past months also remained unanswered. At this point I still have no ITIN, no confirmation, and no clarity which is extremely stressful when you’re trying to run a business across borders. What’s most disappointing is the total lack of communication and transparency. Processing times can vary, I understand that, but 11–12 months with zero updates or evidence of progress is simply unacceptable for a paid professional service. I hope this review helps others manage expectations. I genuinely wish the company would improve their communication, because right now I cannot recommend their service based on my experience.

Bad Experience