Overview
James has more than 20 years of experience serving companies across multiple industries, including dental and medical professionals. He specializes in tax strategy, compliance, and practice-focused business planning.
Experience
He has deep experience in both business and individual taxation and multi-state considerations. James’s background with small to mid-sized medical and dental practices allows him to provide clients with tailored, industry-specific solutions and tax compliance. He is passionate about helping his clients make confident financial decisions that align with their growth goals and evolving tax requirements.
Education & Affiliations
James earned a Bachelor of Accountancy from the University of San Diego. He is a licensed Certified Public Accountant in California and Arizona.