About Us

To meet the needs of our clients, Bankes Planning Associates was established as a St. Petersburg CPA firm to provide accounting, tax, and business advisory services to corporations, small businesses and individuals. Recognizing that each client has unique goals, we tailor our services to meet your specific needs.We have individualized services for clients in industries like medical/dental accounting, real estate accounting, legal accounting, professional services and various consumer services. These individualized services have enabled us to address their industry specific challenges, compliance needs and standard tax practices.

James A. Bankes, CPA/PFS

 

James Bankes is the owner of Bankes Planning Associates, a CPA and financial advisory firm serving clients throughout Florida and across 15 other states. Jim has experience working with businesses providing trusted advice, financial solutions and guidance to help them manage cash flow, plan for the future, and grow their businesses.

  • Has worked with hundreds of businesses across a variety of industries including medical, professional services, retail, manufacturing, distribution and real estate. He has the ability to understand the unique challenges facing small business owners and the experience to provide the right solutions.
  • Has been a practicing Certified Public Accountant for over 23 years. He started Bankes Planning Associates in 1991.
  • Particularly enjoys working with small business owners who want to grow their business and live their dream.
  • Graduated from Rowan University (NJ) with a Bachelor of Science in Accounting. He worked for a mid-sized CPA firm in Moorestown, NJ and a Family Office Trust Company in Jenkintown, PA before launching his practice in Tampa Bay in May 2002. Jim is also a Registered Investment Advisor Representative and licensed in securities and insurance in 10 states and clears through Raymond James & Associates.
  • Holds his license as a Certified Public Accountant in Florida and New Jersey and he is a member of the American Institute of Certified Public Accountants and New Jersey Society of Certified Public Accountants. Jim also works very closely with several charitable organizations in Tampa Bay.
  • Member of Suncoast Estate Planning Council, Institute of Dental CPA’s, St. Petersburg Chamber of Commerce and Grand Central District Association (Historic St. Petersburg).

 

Patti Bankes, Director of Public Relations

 

Patti Bankes, an established entrepreneur and Tampa native, works closely with James Bankes, CPA/PFS to provide an all-inclusive financial experience. She serves as the Director of Public Relations and focuses on client satisfaction. She is the crucial link between the client and the expansive resources at our disposal.

Patti brings over eighteen years working in sales in marketing and efficiently manages relationships.

Together, Patti and Jim Bankes create a productive, informative and customized financial freedom.

 

We're glad you stopped by to learn more about our accounting firm and the accounting, tax and financial consulting services we provide to help your business grow and succeed. We look forward to talking with you. Give us a call at 727-328-2900 and let us know how we can help you. There is no cost or obligation for the introductory consultation.

St. Petersburg FL CPA

CALL US AT
727-328-2900

Address:

2420 1st Avenue North
St. Petersburg, FL 33713



09.22.17
09/22/2017