Jim graduated from the University of San Diego with a Bachelor of Science degree in Accounting in 1977. He commenced his professional career in public controllership until 1987 when he joined the CPA firm of Krost, Krost and Baumgarten in Pasadena, CA where he passed his CPA exam. From 1991 until 2011, he worked for the firms of Michael DiPietro Accountancy Corporation and Sendyk & Leonard as their tax manager.
Over his career, Jim has developed an expertise in the entertainment industry working with business managers taking care of all their business and personal tax needs. As a tax manager of several CPA firm s, Jim has developed a "team approach" to identify problems for clients in a holistic approach that encompasses business, personal and estate. Jim currently lives in Bonsall, California with his wife Celeste and five children, Christopher (who has joined this firm), Leslie, Katherine, Patrick, and Anthony.
Jim is involved with Fallbrook Boy Scout troop 737 as an assistant scoutmaster.
Over his career, Jim has developed an expertise in the entertainment industry working with business managers taking care of all their business and personal tax needs. As a tax manager of several CPA firm s, Jim has developed a "team approach" to identify problems for clients in a holistic approach that encompasses business, personal and estate. Jim currently lives in Bonsall, California with his wife Celeste and five children, Christopher (who has joined this firm), Leslie, Katherine, Patrick, and Anthony.
Jim is involved with Fallbrook Boy Scout troop 737 as an assistant scoutmaster.
Services
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.
We make sure that every client is served by the expertise of our whole firm.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.
We make sure that every client is served by the expertise of our whole firm.
Our mission is help you develop and achieve your personal life goals.
This requires financial freedom and the development of your personal wealth to pursue your goals without financial stress.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
This requires financial freedom and the development of your personal wealth to pursue your goals without financial stress.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
As your cherished family member gets older, they may need some help with their day-to-day financial tasks.
Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
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