Education & Professional Designations
- Bachelor’s Degree – Indiana University (Bloomington)
- Juris Doctorate Degree – Indiana University Maurer School of Law
- Non-Practicing Attorney
- IRS Enrolled Agent
- Phone:949-910-4255 ext. 257
- Email: Click Here To Contact
Jim has thirteen years of experience in public accounting and is our international tax specialist. He specializes in providing a wide variety of inbound and outbound U.S. international tax compliance and consulting services.
Jim’s areas of concentration include U.S. international tax compliance and information return filings for U.S. persons, foreign tax credit issues, Subpart F inclusion analysis, IC-DISC export tax incentives, and tax compliance requirements for IRS OVDP case submissions. Jim also supports the federal tax practice with tax compliance for closely-held businesses and consolidated corporations, as well as consulting projects related to domestic production activities deduction (DPAD) and other credits or incentives.
Prior to joining Hall & Company, Jim was with CBIZ MHM, LLC in Irvine for over six years. There, he was a federal and international tax manager as well a supervising tax senior associate and served as the instructor for the international tax courses at the firm’s national training conferences for senior associates in the west region. Prior to CBIZ MHM, Jim was with KPMG in its international corporate tax practice in Los Angeles and was part of the federal tax practice at RSM US in Irvine. Jim is bar licensed out-of-state and has also obtained the IRS Enrolled Agent designation. In his spare time, Jim enjoys serving within youth ministries at his church, and playing golf and the guitar as hobbies.