James brings 5 years of experience from the professional world to our firm and 7 years of experience in Management. He has previously worked for a local CPA firm where he supported the Tax Directors in providing accounting and tax preparation services to individuals and business clients. James also worked for a law firm in which he oversaw the expansion of their second office, marketing, and client acquisition.
James is licensed as an Enrolled Agent with the Internal Revenue Service. He holds a Bachelor’s degree in Political Science from the University of California, Santa Barbara. He is a member of the National Association of Enrolled Agents and a member of the California Society of Enrolled Agents.
In his spare time, he enjoys reading, cooking, hiking, and playing tennis. He supports various non-profit organizations such as OC Animal Care, SAGE Compassion for Animals Foundation, and the Humane Society Silicon Valley.