James has a personal goal of understanding each client’s needs and challenges, so he can work with them to provide solutions that make a difference. Beyond that, he also considers it his job to make complex tax laws easier to understand for anyone who doesn’t have an advanced background in tax.
Since beginning his public accounting career in 2015, James has spent most of his time working with mutual funds, exchange-traded funds and business development companies. He has targeted experience working with complex fund and investment structures, including long-short funds, international funds and master limited partnership funds. James has also worked in the private fund arena, performing tax compliance services for hedge and private equity funds.
- Involved in business development, process innovation, technical writing, training and staff development for the firm’s Tax Practice; involved in recruiting and growth initiatives for the firm’s Youngstown office
- Ohio Society of CPAs
- American Institute of CPAs
- Author for Cohen & Company’s Insights blog
- Speaker at Youngstown State University’s CPE Day
James lives in Boardman, Ohio, with his wife and their two dogs. They are avid Pittsburgh sports fans and enjoy traveling to new destinations, including several places in Europe.