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Shareholder, Tax Practice


Office: San Francisco
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Over thirty six years of experience in providing services to businesses and organizations of all sizes including professional service firms, not-for-profit organizations, construction and real estate development, automobile dealerships and wholesale distribution companies. Not-for-profit expertise includes private schools, social clubs, trade associations, and religious-affiliated organizations. Other area of expertise includes tax planning and consulting for high net worth individuals.

Professional Affiliations



  • Finance Chair and Treasurer – Hanna Boys Center, Sonoma, California
  • Board of Trustees – Philip Rinaldi Charitable Trust
  • Board of Trustees – Father Raphael Fiperni Charitable Trust
  • California State Board of Accountancy's Enforcement Advisory Committee
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of CPAs (CalCPA)
  • Member – CPA Auto Dealers Consultants Association (CADCA)

Education



  • B.S., Accounting, University of Santa Clara

Interesting Tidbit



Jim is a private pilot and can fly 4 different types of aircraft. He would also like to some day participate in the World Series of Poker.