James Elliott

James Elliott Email and Phone Number

Managing Partner - North Bay & Central Valley @ BPM LLP
James Elliott's Location
Santa Rosa, California, United States, United States
James Elliott's Contact Details
About James Elliott

As an alumnus of Sonoma State University and PricewaterhouseCoopers LLP (PwC) Wine Industry Services Team, I have had the opportunity to work with a vast number of companies of all sizes ranging from those in the top 10 to small sole proprietors (and everything in between). I left PwC as a federal Tax Manager to start my own firm in an effort to provide more meaningful client service and attain a higher quality of work/life balance. Now after two decades of public accounting, I predominantly work with ultra high net worth families and entrepreneurial owner-managed businesses in various industries including, winery and vineyard, retail, manufacturing, and real estate. Our teams goal is to provide close professional service to a core group of taxpayers in the planning and implementation of significant economic decisions and transactions that affect their businesses.

James Elliott's Current Company Details
BPM LLP

Bpm Llp

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Managing Partner - North Bay & Central Valley
James Elliott Work Experience Details
  • Bpm Llp
    Partner
    Bpm Llp Jul 2022 - Present
    San Francisco, Ca, Us
  • Elliott Cpa Group Inc.
    Ceo
    Elliott Cpa Group Inc. Jan 2010 - Jun 2022
  • Sonoma State University
    Guest Lecturer
    Sonoma State University Sep 2014 - Sep 2014
    Rohnert Park, Ca, Us
    Business 433B – Corporate and Estate Taxation
  • James Elliott & Co Cpa
    Owner
    James Elliott & Co Cpa Nov 2008 - Dec 2010
  • Pricewaterhousecoopers
    Wine Industry Services Group Federal Tax Manager
    Pricewaterhousecoopers 2001 - 2006
    Gb

James Elliott Skills

Tax Accounting Small Business High Net Worth Individuals Management Consulting Wineries Strategic Financial Planning Tax Accounting Financial Reporting Cpa Corporate Tax Partnership Taxation Quickbooks Tax Research Bookkeeping Gaap Forensic Accounting S Corporations Tax Advisory Financial Statements Financial Planning

James Elliott Education Details

  • Sonoma State University
    Sonoma State University
    Business Administration

Frequently Asked Questions about James Elliott

What company does James Elliott work for?

James Elliott works for Bpm Llp

What is James Elliott's role at the current company?

James Elliott's current role is Managing Partner - North Bay & Central Valley.

What is James Elliott's email address?

James Elliott's email address is ja****@****cpa.com

What is James Elliott's direct phone number?

James Elliott's direct phone number is +170754*****

What schools did James Elliott attend?

James Elliott attended Sonoma State University.

What skills is James Elliott known for?

James Elliott has skills like Tax, Accounting, Small Business, High Net Worth Individuals, Management Consulting, Wineries, Strategic Financial Planning, Tax Accounting, Financial Reporting, Cpa, Corporate Tax, Partnership Taxation.

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