Jim has over 20 years of tax consulting experience. Jim assists clients with issues involving U.S. federal and state income tax, and particularly enjoys the challenge of income tax provision work. Jim also advises on transfer pricing, mergers and acquisitions, income tax audits, sales tax and other taxes. Jim’s primary focus is serving technology companies.
Jim spent the first 14 years in Deloitte’s San Jose office serving clients ranging in size from venture backed start-ups to large multinational public corporations. Jim then spent 5 years at a regional accounting firm prior to founding Altum. Jim typically serves the role of an outsourced tax director for clients which vary from small-cap public companies to initial year start-ups.
In college, in addition to learning accounting, Jim began to surf and play golf. Jim continues to enjoy all three, in addition to spending time with his family of four.
- B.S. University of California at Santa Barbara
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants