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Jim
Fitzgerald, CPA
2001 North Main Street, Suite 360
Walnut Creek, CA 94596

Overview

Jim is a Managing Director in BPM's Walnut Creek Tax Practice. His areas of expertise include tax planning and compliance for high net-worth individuals, family office teams, and corporate executives. Representative experience includes:

  • Divorce planning for high net worth individuals on a national platform
  • Exit planning for a publicly traded company’s CEO

Community

  • Member - American Institute of Certified Public Accountants (AICPA)
  • Member - California Society of CPAs (CalCPA)

Certification

Certified Public Accountant (CPA)

Related Industry

Education

Santa Clara University, MBA
University of Georgia, Bachelor of Art