James is a Tax Advisor at Tarbox, where he conducts strategic analysis and prepares tax filings for corporations, partnerships, trusts, and individuals. Prior to his role here, James was a Tax Senior at CBIZ MHM in Phoenix, a leading national firm providing accounting and tax solutions for organizations of all sizes, as well as individuals.
James gained extensive experience in estate planning preparing and reviewing wills, trusts, and estate tax returns while working at several Phoenix law firms. His combined tax and estate expertise provide him with the insight to help clients minimize asset risk and taxes while ensuring a smooth estate transfer upon death.
James is a Certified Public Accountant. He earned a Master of Taxation and a Bachelor of Science in Accounting from the W.P. Carey School of Business Arizona State University, and a Master of Science in Accountancy from the University of Phoenix. He also earned a Juris Doctor from the University of Arizona James E. Rogers College of Law. While at Arizona State, James was a member of the Accounting Students Association and several national honor societies.
States that he traveled through collecting antique farm and construction machinery
Age he learned to drive on his own
The Ideal Team Player – Patrick Lencioni. Simple yet profound perspective on how my behavior can better not only my ability but that of my teammates to be more effective team members.
Number of antique tractors currently in his museum collection