To meet the needs of our clients, Bankes Planning Associates was established as a Florida CPA firm to provide accounting, tax, and business advisory services to corporations, small businesses and individuals throughout the Tampa/St. Petersburg market. Recognizing that each client has unique goals, we tailor our services to meet your specific needs. To better meet the needs of our clients, 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 Mr. Bankes has more than 21 years of diverse experience providing tax accounting, management consulting and financial planning services to his clients who include individuals, families, trusts & estates, and businesses. Mr. Bankes' experience and technical capability/resources enable him to provide practical tax planning, accounting and financial solutions in an increasingly dynamic and complex economic environment. Mr. Bankes is licensed in Florida and New Jersey as a Certified Public Accountant / Personal Financial Specialist since 1993; licensed in Florida, New Jersey, Pennsylvania and several other states,as a registered investment advisor representative and life, health and disability insurance producer; NFLPA Registered Financial Advisor. He is a member of American Institute of Certified Public Accountants, New Jersey Society of Accountants, Institute of Dental CPAs, Pinellas County Estate Planning Council and Athletes and Executives. In the community, Mr. Bankes works closely with the Board of Directors of All Sports Community Service, Inc. and Brookwood Home Florida.

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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 to facilitate services that will exceed your expectations. Together, Patti and Jim Bankes create a productive, informative and customized financial freedom.

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Sara Webster, Account Executive

Sara is a University of South Florida honors graduate with a degree in Finance. A native of her country, South Africa, Sara and her family moved to St. Petersburg in 2004. As a member of our team at Bankes Planning Associates, Sara works closely with Mr. Bankes in managing client accounts by assisting with tax planning and preparation, accounting and financial planning. Together they ensure our clients personal and business financial growth.