A dynamic partner at BMF, James leverages his extensive expertise in intricate tax compliance and regulatory matters pertaining to private equity firms and closely held businesses.

James is not the type of person content to observe life from the back of a room. With an unwavering drive to provide exceptional counsel and strategic advice, James actively engages with clients across diverse industries such as manufacturing and distribution, construction, and private equity groups. He collaborates closely with the firm’s Transaction Advisory practice, overseeing tax due diligence matters to identify potential exposures or tax optimization opportunities for impending transactions. James’s profound insights assist business owners in navigating critical decisions surrounding various tax strategies, including multi-state tax implications and potential tax implications of a potential transaction.

Beyond his technical prowess, James has played a pivotal role in propelling BMF’s growth and success. He has championed various firm initiatives and serves as a mentor to new staff members. His technical training blended with his innate curiosity has helped him become an invaluable asset to the firm’s clients. James is a trailblazer for the next generation of BMF leaders by embodying the firm’s core values in all his professional endeavors, charting new paths for others to follow.

James joined the firm in 2011, leaving an indelible mark on its trajectory ever since. His exceptional leadership and mentorship have fostered a culture of continuous learning and professional growth at BMF. He also is passionate about serving his community to ensure there is a better tomorrow. Noteworthy accolades include receiving the esteemed 30 For the Future Award from the Greater Akron Chamber in 2016.

An active member in the community, he has served on the board of directors for Torchbearers and Rebuilding Northeast Ohio Together and currently serves on the Board of Directors of First Tee of Greater Akron. Outside of Northeast Ohio, James is a passionate traveler, exploring worldwide destinations with his wife and two young boys.

Specializations

• Cost Segregation Studies
• LIFO
• Manufacturing and Distribution
• Mergers & Acquisitions
• Multi-State Taxation
• Partnership Taxation
• S Corporation Taxation
• Tax Due Diligence

Education

• Masters of Science in Accountancy, University of Notre Dame, cum laude
• Bachelor of Science in Business Administration, Miami University

Certifications

• Certified Public Accountant

Professional and Civic Memberships

• American Institute of Certified Public Accountants
• Ohio Society of Certified Public Accountants
• Torchbearers, Class of 2016, past board member
• First Tee® of Greater Akron, board member

Awards and Accolades

• 30 For the Future award recipient, Greater Akron Chamber/Young Professionals Network
• Leadership Stark County Spotlight Program

CliftonStrengths

• Achiever
• Competition
• Learner
• Analytical
• Focus