Quest Wealth Advisors

About Our Firm

Quest Wealth Advisors LLC is a firm that works to improve the financial circumstances of each of our clients. We develop programs that are designed to achieve specific financial goals and objectives of the individual clients, businesses, and non-profit entities that we serve. Our services range from income tax planning and preparation, business organization and consultation, accounting, bookkeeping, payroll, and other services.

One of the main priorities of most people is to provide financial and economic security for their families. We assist in achieving this by providing tailored and quality services on a frequent or periodic basis as required by our clients.

About Our Commitment
We are committed to providing timely and professional financial services to our clients. We have the solution to many problems ranging from how to permanently reduce your income tax liability to taking the right steps to go from indebtedness to financial security. The financial well-being of our clients is our number one concern and quality service is really our number one product.

Our major objective is to place you on the road to financial independence. Financial freedom can only be achieved by careful planning and consistent action.

The essence of any plan is goal setting, and we can help you achieve the following goals:

Total Debt Elimination
Income Protection
College Education Fund
Adequate Retirement Income
Long Term Investments
Income Tax Reduction
Investment Real Estate
Tax Deferred Investments

Your plan for achieving financial success should be flexible and realistic. It should be based on your priorities, and it should be one that you can follow. In developing a financial road map for you, we will ensure that it is consistent with your priorities, goals, and objectives. This is the only way to start you on the road to financial freedom. Remember, people are not financial failures because they plan to fail, but because they fail to plan.

What We Do

Learn More About Our Services

Small Business Organization and Consultation

We offer consultation and guidance to determine the appropriate business entity for your needs.

Bookkeeping and Payroll Services

We provide bookkeeping and payroll services via QuickBooks and other third-party software.

Tax Preparation and Planning

We work to make income tax preparation and planning easy for individuals, small businesses and corporations.

Church Financial Services

We assist churches in the areas of ministerial compensation, benefits, taxation, as well church management, operation, policies and procedures.

We offer a variety of seminars and workshops geared toward educating individuals, organizations and churches.

Seminars and Workshops

Your Road to Entrepreneurship
Business Entities – How Can My Business Work for Me?
How to Achieve Financial Freedom
Do I Really Need a Budget?
Ministerial Taxation – How is it Different?

Testimonials

My father was the Pastor/Founder of my church, and at the age of 64 he unexpectedly passed from cancer. James was our Accountant for 10 years and he immediately stepped in to help us navigate this difficult time. He lovingly held our hand at every step to ensure everything we needed was in place to keep our church finances in order. His expertise kept us organized and in compliance during a time when I personally at times could not think straight because of my loss. After seven years of operation from the passing of my father, our church Administrative Council decided to dissolve the ministry and James again helped us do so In a manner that seemed effortless. I and my family are personally forever grateful to James and would recommend him for all of the financial services he provides.

James E. Ward Jr. has been my accountant for almost 20 years. I refer all business people I know to him. He always aware of the new laws and constant changes with the IRS. He has helped to make my financial life easy. What more can I say 20 YEARS OF DOING BUSINESS WITH THE SAME PERSON! Really speaks for itself.

As a pastor of a growing ministry, I am delighted for the partnership with Quest Wealth Advisors. Mr. James Ward and his team operate with supreme excellence and accuracy. Their attention to detail confirms our extensive relationship and we look forward to many more years of collaborative success.

We have had the opportunity to employ the services of Quest Wealth Advisors (QWA) for nearly a decade and have received nothing less than EXCELLENT services from their team. The team at QWA goes beyond the call of duty to provide top-notch accounting and financial services to our organization. When asked to recommend solid wealth advisory firms, QWA is our first (and only) recommendation!

James was very knowledgeable and competent with my tax matters. I had an urgent situation for both of my elderly parents, one of whom had passed away. He provided expert advice for handling the estate taxes, my father‘s back taxes as well as my taxes. All of this involved state taxes for 3 states. He taught me off the ledge more than once. He also provided a resource to counsel me on insurance matters. I highly recommend.

James has been working with me for more than 15 years, with my church, Emmanuel Light of the World, as well as with my taxes and personal affairs. After my husband passed away and I had to assume full responsibility for the ministry we founded, James worked with me to organize years worth of the church records, statements and documents to make sure I had everything filed and in order. He has worked with our Board to provide structure and to update our bylaws. He provided assistance determining our church contribution software and continues to help maintain our annual giving statements. He also worked with us over the course of several years to manage land that we owed. He found a lender to help us refinance it, assisted with reducing our property taxes and was instrumental in helping us sell the land. I truly believe that Emmanuel is here today because of him, he was God sent because I could not have done it on my own. From a personal perspective, he is family – he knows everything about my financial life. I trust him in ways that only years of continual support has allowed. He is dedicated, skilled and knowledgeable.

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