James R.

I have been a trusted advisor for over fifteen years. I have cultivated my expertise to encompass a comprehensive range of competencies in taxation. I specialize in tax preparation, planning, and dispute resolution for individuals, sole proprietors, trusts, estates, LLCs, partnerships, S Corporations, and owners of rental and investment real estate. I have prepared tax filings for most states and have clients across the United States and abroad. I have served a diverse clientele, ranging from professionals starting their careers to those enjoying retirement. My clients include trustees, executors, lawyers, medical professionals, investment advisors, real estate professionals, insurance brokers, inheritors, investors, counselors, pastors, federal judges, politicians, entrepreneurs, farmers, and landscapers.