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Our Firm

About Our Firm

Since 1987, James Flanagan & Associates has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax compliance and accounting services to more in-depth services such as financial statements, tax and financial planning, wealth management, and business advisory services.

James Flanagan & Associates is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and our tireless work ethic is the reason our client base returns year after year.

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Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. James Flanagan & Associates is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for many years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose James Flanagan & Associates receive competent and timely advice.

Our Team

James Flanagan, CPA,CFP(R),MBA

jflanagan@jfafcm.com 484-455-7095 CPA, CFP(R)

Jim is the Founder and President of the firm.

He was born and raised in the Wilkes-Barre/Scranton area before moving to the Greater Philadelphia Region in 1979. He graduated with honors with a BS in Accounting from Bloomsburg University in 1978 went on to receive his MBA in Finance from Lehigh University in October of 1979.

Jim held a variety of financial and accounting related positions at Combustion Engineering Corporation and Campbell Soup Company prior to purchasing the practice in January of 1987.

Jim is a Certified Public Accountant in the Commonwealth of Pennsylvania.

Jim Flanagan is a CFP(R) professional.

He has completed the NASD Series 7 and Series 66 Securities Licensing Exams. Jim also passed the Insurance Examination for Life, Health, Accident, and Disability issued by the Commonwealth of Pennsylvania.

Jim is an active member of the Board of Directors of Eagles Fly for Leukemia and Co-Chair of the EFL Annual Night at The Philadelphia Zoo.

To learn more about Eagles Fly for Leukemia, please visit our website at www.eaglesfly.org.

Jim has also served as a member of The Finance Commitee of St. Kevin Parish in Springfield, PA.

Jim has also enjoyed coaching youth basketball at both the CYO and Township levels.

Jim resides in Springfield with his wife Theresa and their daughters Katherine and Christina.

You can contact Jim by phone at 484-455-7095, by e-mail at jflanagan@jfafcm.com , or by cell at 610-804-8810.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™, CFP ® (with plaque design) and CFP ® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Maureen M. Chrest, CPA

mchrest@jfacpa.com 484-455-7095 CPA

Maureen is a Senior Accountant at the firm.

She is a Certified Public Accountant in the Commonwealth of Pennsylvania (License Number CA050792). Maureen graduated with a BS in Accounting & Mathematics from Fairfield University.

Maureen began working with the firm in December of 2010.

Maureen has previously held a Senior Accountant position at The McKee Group as well as a Senior Assistant Auditor position at Deloitte & Touche, LLP.

She resides in Drexel Hill with her husband and children. You can contact Maureen by phone at 484-455-7095 or by e-mail at mchrest@jfacpa.com.

Maureen Simpson

msimpson@jfacpa.com 484-455-7095

Maureen is a Staff Accountant at the firm. She attended Neumann College.

Maureen resides in Havertown with her family

You can contact Maureen by phone at 484-455-7095 or by e-mail at msimpson@jfacpa.com

Theresa Flanagan

tflanagan@jfacpa.com 484-455-7095

Theresa is the Office Administrator and Marketing Coordinator at the firm. She is also Jim's wife.

Theresa is a graduate of Villanova University.

Theresa and Jim reside in Springfield with their daughters Katherine and Christina.

You can contact Theresa by phone at 484-455-7095 or by e-mail at tflanagan@jfacpa.com.