JYE Financial, LLC

JYE Financial, LLC JYE Financial, LLC is a full-service Certified Public Accounting firm licensed in VA. All our CPA's hold valid VA State CPA Certificates. James A.

JYE Financial, LLC is licensed in VA and specializes in business accounting, tax preparation and planning, financial planning, investment management, and insurance products. Young, CPA, CFA, MBA
The founder of JYE, I've been a CPA since 1997. I have a Bachelor of Science in Accounting from Norfolk State University and an MBA from Old Dominion University. I'm currently working on a Master of Scienc

e in Accounting at Old Dominion University. In 2016, I earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. I'm also a Quickbooks Online ProAdvisor and a Virginia Notary Public. I believe these qualifications position me to provide your small business, individual, and non-profit organization with the professional knowledge and standards you deserve.

Every business deserves an advisor who understands its goals and challenges. Our client-first approach combines responsi...
06/17/2026

Every business deserves an advisor who understands its goals and challenges. Our client-first approach combines responsive service with a comprehensive understanding of the latest tax, accounting and regulatory developments. Let’s explore strategies that help your business manage risks, seize opportunities and grow. Call us at 757 236-4546 to get started.

If you participate in a company 401(k) plan, there may be an option to add to your retirement nest egg that you’re not a...
06/16/2026

If you participate in a company 401(k) plan, there may be an option to add to your retirement nest egg that you’re not aware of: after-tax, non-Roth contributions. These contributions aren’t subject to the annual elective deferral limit ($24,500 for 2026, plus catch-up contributions if you’re age 50 or older). So, if your plan allows, you can make them after you’ve maxed out your deferral limit, including catch-up contributions, if applicable. They create tax basis in your account that can eventually be withdrawn tax-free. And growth on the money won’t be taxed until you start taking withdrawals. We can review your situation and help you determine whether you might benefit. Contact us at 757 236-4546.

Will Social Security benefits be available when you retire? Good question. These benefits are unlikely to disappear enti...
06/15/2026

Will Social Security benefits be available when you retire? Good question. These benefits are unlikely to disappear entirely. But payments may be smaller, and the qualifying age for full benefits (currently 65 to 67, depending on your date of birth) may increase. So it’s critical to take advantage of tax-deferred retirement vehicles and to make age-appropriate investments that can help you accumulate adequate savings. Call us at 757 236-4546 to discuss your retirement goals and ways to achieve them.

Holding real estate within your operating company may lead to unfavorable tax outcomes and increased risk. For example, ...
06/13/2026

Holding real estate within your operating company may lead to unfavorable tax outcomes and increased risk. For example, office or warehouse space owned by a C corporation is generally subject to double taxation when it’s sold. Or, if a customer is injured on company property, other business assets could be at risk. Separating real estate into its own entity, such as a limited liability company or partnership, can help reduce your exposure and provide greater flexibility for long-term planning. Call us at 757 236-4546 to review your business structure and determine the best fit for your situation.

An estate plan helps ensure that your assets are distributed according to your wishes. It also can minimize taxes, safeg...
06/13/2026

An estate plan helps ensure that your assets are distributed according to your wishes. It also can minimize taxes, safeguard your minor children and support your charitable goals. If you haven’t reviewed your estate plan recently, call us at 757 236-4546. We can help assess whether revisions are needed due to tax law changes or a major life event. If you don’t have an estate plan yet, we can help you get started.

Certain “small businesses” may qualify for several valuable tax breaks. But different tax provisions use different size ...
06/11/2026

Certain “small businesses” may qualify for several valuable tax breaks. But different tax provisions use different size tests. For instance, a gross receipts test is used to determine eligibility for cash accounting, simplified inventory rules, the completed contract method, relief from UNICAP requirements and exemption from the business interest deduction limitation. This threshold is adjusted for inflation. For 2026, your business may be eligible if its average annual gross receipts for the prior three-year period were $32 million or less. Call us at 757 236-4546 for help evaluating your eligibility for these and other tax-saving opportunities based on your business’s structure and operations.

Even when your finance and accounting (F&A) team seems to be firing on all cylinders, they may feel burdened with heavy ...
06/10/2026

Even when your finance and accounting (F&A) team seems to be firing on all cylinders, they may feel burdened with heavy workloads and tight deadlines. Bringing in an external accountant can ease the pressure on your internal team and keep your business running smoothly behind the scenes. If your accounting and bookkeeping workload is piling up, we’re here to help. Call us at 757 236-4546 to learn how we can support your business.

If you donate artwork to charity, the deduction you can claim depends on several factors, including the type of organiza...
06/09/2026

If you donate artwork to charity, the deduction you can claim depends on several factors, including the type of organization receiving the piece and how it will be used. Your deduction will generally be reduced if the charity’s use of the artwork is unrelated to the purpose or function that’s the basis for its qualification as a tax-exempt organization. The reduction equals the amount of capital gain you would have realized had you sold the artwork instead of giving it to charity. Other deduction limits as well as special substantiation and appraisal rules also may apply. If you’re considering donating artwork or other valuable property, contact us at 757 236-4546 for help ensuring the best tax outcome.

If you’d like to help a charity for a period of time but ultimately benefit one or more heirs and potentially save gift ...
06/08/2026

If you’d like to help a charity for a period of time but ultimately benefit one or more heirs and potentially save gift and estate taxes, consider a charitable lead trust (CLT). You transfer assets to the irrevocable CLT and the charity receives payments from it for a term of years. When the term expires, the remaining assets are distributed to the CLT’s beneficiaries. The CLT assets can include publicly traded securities, real estate, business interests and even private company stock. Call us at 757 236-4546 for more details.

When you’re busy running a business, it’s easy to overlook or dismiss the warning signs of financial distress. Rising em...
06/06/2026

When you’re busy running a business, it’s easy to overlook or dismiss the warning signs of financial distress. Rising employee turnover can signal internal strain. Cash flow issues may indicate slow collections or weak working capital practices. And sudden external shifts — such as interest rate volatility, cost increases or supply chain disruptions — can take a toll on otherwise healthy businesses. Supplementing your company’s year-end financial statements with interim reports or targeted agreed-upon procedures can help you spot problems early and take prompt corrective action. Contact us at 757 236-4546 to learn more.

Address

900 Granby Street, Suite 132
Norfolk, VA
23510

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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