Jim joined Windes in 1991 and currently serves on the firm’s Board of Directors and Corporate Governance Committee. He served as the firm’s managing partner from June 2020 to February 2024 and as chairman of the firm’s Tax department from 2009 to 2020.
Jim has 30 years of experience in public accounting, specializing in the analysis and selection of business entities, tax factors and implications related to business dissolutions, mergers and acquisitions consulting, and tax strategies involving real property transactions.
Jim serves a wide variety of clients in the manufacturing, real estate, wholesale fuel, logistics, and high-tech sectors, as well as high-net-worth individuals.
He has participated in various speaking engagements and has written articles on such topics as the benefits of captives, success-based fees, multi-state tax issues, California LLC issues, and S Corporation taxation issues.
Education
Bachelor of Science, Business Administration, Accounting
California State University, Long Beach
Master of Science, Taxation
Golden Gate University, San Francisco
Professional Affiliations
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
- Memorial Medical Center Foundation, Past Executive Committee and Board Member
- North American International Tax Committee, Member
- Tax Practice Management Committee, Member