James Elliott
Managing Partner - North Bay & Central Valley
- Role
- Partner at BPM LLP
- Location
- Santa Rosa, CA, US
- LinkedIn followers
- 500 followers
About James Elliott
As an alumnus of Sonoma State University and PricewaterhouseCoopers LLP (PwC) Wine Industry Services Team, I have had the opportunity to work with a vast number of companies of all sizes ranging from those in the top 10 to small sole proprietors (and everything in between). I left PwC as a federal Tax Manager to start my own firm in an effort to provide more meaningful client service and attain a higher quality of work/life balance. Now after more than two decades of public accounting, I predominantly work with ultra high net worth families and entrepreneurial owner-managed businesses in various industries including, winery and vineyard, retail, manufacturing, and real estate. Our teams goal is to provide close professional service to a core group of taxpayers in the planning and implementation of significant economic decisions and transactions that affect their businesses.
Experience
Partner
Jul 2022 — Present · Santa Rosa, CA, US
Education
Sonoma State University
BS, Business Administration
1998 — 2000
Skills
- Tax Research
- Wineries
- Tax Advisory
- Small Business
- Tax
- Accounting
- Management Consulting
- Corporate Tax
- Financial Reporting
- Quickbooks
- Cpa
- S Corporations
- Strategic Financial Planning
- Tax Accounting
- Partnership Taxation
- Financial Statements
- Gaap
- Forensic Accounting
- Financial Planning
- Bookkeeping
- High Net Worth Individuals
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