As a tax partner, James focuses on serving privately held businesses and their owners on a variety of tax matters. Throughout his twenty-plus years of serving clients across multiple industries, he has focused on building relationships with his clients that deepen his understanding of both their business and personal needs.
James provides tax compliance, consulting and planning for businesses, individuals, estates/trusts and private foundations. He has assisted clients with tax controversies, specialized transactions and estate, gift and charitable wealth planning.
Prior to joining blum in 2017, James was a tax director in the Private Wealth Services department at Grant Thornton.