Jim has over 35 years in public accounting.  Jim prepares estate tax returns, individual, fiduciary and business tax returns. He consults in the area of tax research and personal tax/business planning development. He also performs reviews and compilations of financial statements for businesses.

Jim's extensive experience and education makes him a valuable member of BBR's tax planning and compliance team.

A lifetime volunteer, he has been active in worthwhile projects and organizations on the Monterey Peninsula, including the Rotary club of Carmel, where he served as president, Carmel Heritage and the Diocese of Monterey and California State University - Monterey Bay.

Golden Gate University - MBA Taxation

Seattle University - BA Business Administration

• American Institute of CPAs
• California Society of CPAs
• Washington State Society of CPAs
• Rotary club of Carmel-By-The-Sea, Past President
• California State University - Monterey Bay, Planned Giving Committee, Member
• Diocese of Monterey, Finance Council, Member
• Suicide Prevention Crisis Center, Past President
• Carmel Heritage, Past Member
• Golden Gate University, Adjunct Professor, Accounting