About James Lou Financial
Welcome to James Lou Financial, where we believe everyone can rise above their financial challenges. We're here to help you achieve your financial goals with affordable tax preparation and family finance services. Learn more about our commitment to your financial well-being.
More than just tax preparation
I'm Samantha (Sam) Cooley, and my journey in finance started with years of valuable experience working for one of the nation's largest tax companies. I saw firsthand how much professional expertise mattered- but I also saw how quickly those services became unaffordable for the very familes who needed them most. That experience taught me everything about complex returns and regulatory compliance, but it also fueled my mission: to bring that high level of expertise to a local, affordable, and personal setting.
Focused on families
We understand the unique financial challenges families face. Our services are designed with families in mind, providing tailored solutions to help you navigate your financial journey with confidence. Whether you're in local or anywhere else, we are here to serve you.
Rise above challenges
I started James Lou Financial (using the Phoenix symbol to represent rising to a better financial life) right here because every family deserves a financial future that feels secure, not stressful. You won't find corporate prices or impersonal advice here - just a dedicated local expert committed to helping your family build a stronger foundation. Let's make your next financial step a strong one.