James has 10 years of public accounting experience. He provides tax services for high net worth individuals and families with complex investment portfolios. Additionally, he provides consulting and compliance services for US citizens working and living overseas as well as foreign individuals working and living in the United States. James also has significant experience providing accounting, auditing, business advisory, and tax services for closely held real estate businesses.
James focuses on providing compliance and consulting services to individuals and families, trusts, investment partnerships, and private foundations. He also works on a variety of international tax issues. James lends his expertise to the Real Estate group where he works with diverse property types, including commercial, multi-family and retail.
James is a graduate of Bentley University with a Bachelor of Science in Accountancy and a Master of Science in Taxation.
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants