Phone: 408-871-5900
Fax: 408-871-5905
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.
This payment portal and all components are for tax service purposes only. The portal may not be used for Wealth Management or Financial Advising in any capacity.
